Wealth Management
Right Horizons Financial Services
Bengaluru
672
Wealth Management
Personalized financial strategies based on your life stage and goals
Professional management of investments with proven 13.4% CAGR track record
Comprehensive 360° planning covering investments, tax, and estate management
About
We provide comprehensive wealth management focused on personalized financial strategies. Our services include 360° financial planning covering tax optimization, estate management, and risk management. We have a proven track record of delivering 13.4% CAGR while managing over ₹1,100 crores in assets.
Our Unique Approach
- Tailored strategies based on individual life stages and risk appetites
- Proprietary MultiBagger Framework for superior risk-adjusted returns
- Holistic wealth preservation and growth focus
Ideal For
High-net-worth individuals, entrepreneurs, and professionals seeking comprehensive wealth management solutions with a long-term perspective.
Additional Features
- Regular portfolio monitoring and rebalancing
- Estate planning and wealth transfer guidance
- Risk management and tax optimization strategies
Investment Advisory
Expert guidance on mutual funds and portfolio management
Systematic investment plans for disciplined long-term growth
Proprietary MultiBagger Framework for optimized returns
About
We provide comprehensive investment guidance using our proprietary MultiBagger Framework. Our advisory covers mutual funds, portfolio management services (PMS), systematic investment plans (SIPs), and tax-saving ELSS funds.
Our Unique Approach
- Proven track record of 13.4% CAGR
- Risk-adjusted portfolio strategies
- Focus on long-term wealth creation
- Regular portfolio monitoring and rebalancing
Ideal For
Individuals seeking professional guidance for mutual fund investments, tax-efficient returns, and systematic wealth building through disciplined investment approaches.
Additional Features
- Sectoral and thematic fund expertise
- Tax-optimization strategies
- Regular market insights and updates
- Customized investment solutions based on risk appetite
Tax Planning
Strategic tax-saving through PPF, NPS, and ELSS investments
Expert assistance with income tax return filing
Optimization strategies to maximize tax deductions
About
We provide comprehensive tax planning solutions focused on optimizing your tax liabilities through strategic investments and deductions. Our expertise includes tax-efficient investment strategies using PPF, NPS, and ELSS, combined with professional income tax filing services.
Our Unique Approach
- Personalized tax optimization strategies
- Expert guidance on maximizing deductions
- Integration with overall wealth management goals
Ideal For
Individuals and HNWIs seeking to minimize tax burden while maximizing returns through compliant investment strategies.
Additional Features
- Regular tax planning reviews
- ITR filing assistance
- Tax-saving investment recommendations
- Year-round tax advisory support
Retirement Planning
Strategic retirement corpus building for steady monthly income
Tax-efficient systematic withdrawal plans for post-retirement
Access to government-backed senior citizen investment schemes
About
We provide comprehensive retirement planning focused on building a sustainable retirement corpus. Our services include strategic retirement fund allocation, Systematic Withdrawal Plans (SWP) for steady post-retirement income, and government-backed Senior Citizen Savings Schemes.
What Makes Us Different
- Track record of 13.4% CAGR in asset management
- Personalized retirement strategies based on individual life stages
- Tax-efficient withdrawal planning
- Integration with overall wealth management approach
Ideal For
Professionals and business owners looking to secure their retirement through systematic planning and tax-optimized investment strategies.
Additional Features
- Regular portfolio monitoring and rebalancing
- Retirement corpus calculations
- Post-retirement income planning
- Government scheme optimization
NRI Financial Services
Specialized investment guidance for NRIs in Indian markets
Comprehensive tax planning and compliance support
Access to diverse investment options including mutual funds and real estate
About
We specialize in comprehensive financial solutions for Non-Resident Indians, focusing on investment opportunities in Indian markets. Our services include guidance on mutual funds, real estate investments, and sovereign green bonds, coupled with specialized tax planning strategies for NRIs.
Our Unique Strengths
- Expert knowledge in NRI-specific tax regulations and compliance
- Tailored investment strategies aligning with international portfolios
- Part of our larger wealth management framework managing ₹1,100+ crores
Ideal For
NRIs seeking to invest in Indian markets while optimizing their tax positions and maintaining compliance with both Indian and international regulations.
Additional Features
- Regular portfolio monitoring and rebalancing
- Tax-efficient investment structuring
- Guidance on repatriation rules and FEMA compliance
Meet your Expert
Right Horizons Financial Services
7 connects in last 3 months
Our roots - Born in Bangalore, we started with a dream to make financial freedom accessible to everyone.
Why we do this - Seeing families struggle with financial planning inspired us to become their trusted guides.
Our learning journey - Managing ₹1,100 crores taught us that every client's story and needs are unique.
Education at heart - We're passionate about teaching people about money through regular workshops and sessions.
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