RITI Investment and Consultancy: The Ultimate Guide to Creating, Managing and Protecting your Assets
The wealth management industry in India is mostly managed by bankers and individual financial advisors who approach customers soliciting relationship through a reference or by other means. While most customers come across financial advisors who speak well, have relevant experience and demanded huge fees or commissions; evaluating amongst various wealth managers and selecting the right financial service provider before deciding to work with them is still a complicated task.
Incepted in 2009, RITI is a company that prides itself on transparency,
Witnessing clients being charged excessive fees/commission and receiving little value in return, Kunal Mehta, a person with excessive knowledge and experience in wealth management and corporate finances, decided to establish RITI Investment & Consultancy, a company that intends to offer a single go-to advisor platform which proactively plans and coordinates every moving part of customer's financial lives.RITI intends to offer a single go-to advisor platform which proactively plans and coordinates every moving part of customer’s finances
Incepted in 2009, RITI is a company that prides itself on transparency,
listening before acting and serving as a steward for their customers' financial security. "At RITI, we believe that planning can encompass a vast number of topics. This is the reason why our planning process begins with asking questions and listening. For some clients this takes one meeting, for others it might take three. Our goal is to understand our clients' objectives. Once we do, we analyze all the information and go about creating a plan unique to the situation. Aiming to provide lifetime guidance, we assist with plan implementations and henceforth proactively monitor the plan to ensure that it is always supporting customers' objectives," speaks Kunal Mehta, Proprietor, RITI Investment & Consultancy.
Keeping Up With the Change
As one moves through life's stages their needs, preferences, priorities and risk profile also changes and so does their investment strategy. The highly professional and skilled team of RITI understands this, and thus offers proactive planning strategy that embraces changes in economic as well as market conditions and determines whether any modifications are required in one's investment plan. Having a flexible process that evolves along with the customers' needs allows RITI to minimize risk and take advantage of opportunities when they present themselves. "We are also working towards a custom communication schedule in order to capture any life changes and provide any necessary planning
Keeping Up With the Change
As one moves through life's stages their needs, preferences, priorities and risk profile also changes and so does their investment strategy. The highly professional and skilled team of RITI understands this, and thus offers proactive planning strategy that embraces changes in economic as well as market conditions and determines whether any modifications are required in one's investment plan. Having a flexible process that evolves along with the customers' needs allows RITI to minimize risk and take advantage of opportunities when they present themselves. "We are also working towards a custom communication schedule in order to capture any life changes and provide any necessary planning