Quatrro Financial Services Private Limited is one of leading Wealth Management Firms founded by Senior Professionals to provide a professional platform of Private Wealth Management Services in India.
We are among the fastest growing Private Wealth Firms in the Country. Our wealth service are (a) Investment Management (b) Wealth Structuring & Management (c) Estate & Succession Planning (d) Real Estate Planning
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• Asset allocation is the guiding principle of our investment philosophy- we understand there is never a ‘one-size- fits-all’ strategy for investment and no particular investment strategy is best at all times.
• Clients’ Investment Objectives and Risk Profile are the deciding factors for making any recommendations out of numerous investment options available.
• Act as the Prime Advisory engaging with all your existing bankers & service providers from ‘your side of the table’
• Ensure that the advice they provide fits in the ‘big picture’ of your family’s long term financial objectives
• Develop Wealth Transfer Plans to next Generation and Family Governance Structure
• Provide Estate Planning recommendations and putting necessary testaments and structures in place, drafting of Wills, Execution, Video recording and Registration
• Support Trustees in fiduciary duties
• Legal opinions regarding tax, civil and commercial matters from our team of experts and lawyers
Quattro India real estate advisory services offers the strategy for supporting business unit goals and improve overall organizational objectives.
QUATTRO ASSIST IN
• Residential Properties
• Commercial Offices
• Township Projects
• Yielding Properties
• Shopping Mall etc.
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