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Wealthspring – Offers the most secure way to invest

Whenever you talk of investment, one has to ensure that it is safe as well as rewarding. You can measure the safety of the investment based on the risk factors. The returns should be such that it should account for the inflationary and taxation factors. The traditional bank deposits offer a decent return but they do not account for the inflation factor. In addition, the returns are taxable. Hence, there is a need to adopt a multi asset strategy that can account for the inflation as well as the taxation factors.

There are many asset management companies that can take care of such requirements. Wealthspring is one such investment management company offering some of the best plans of investment. You can find many a secure way to invest when you avail the services of such investment management companies.

The process of registering with such companies as an investor is very easy. Let us understand the process of the client arrangement with Wealthspring.

- Obviously, the first step is to complete the customer registration formalities. On completion of these formalities, they open the client’s account on the Mutual Fund Utilities platform.

- The second step is the transfer of funds from the client’s account to the MFU Escrow Account.

- This is where the services of Wealthspring come into the picture. Based on your risk assessed profile, the company makes the right kind of investment by allocating the money from the Escrow Account to the various mutual funds after obtaining your specific approval.

- As a client, you get a message about the allocation of funds to the specific mutual fund. On providing the approval, the transaction is complete.

- You get continuous reports on the performance of your mutual fund portfolio. You have the access to monitor the same. In case you are in need of money of feel that you need to rebalance the portfolio, you are free to do so. Wealthspring can help you with the process.

Let us now gauge the benefits of utilizing the services of Wealthspring.

- As far as fees are concerned, the client does not have to pay anything. Wealthspring gets their commission from the AMCs.

- Wealthspring offers you’re the best advice about the mutual funds to invest in.

- This company does the perfect risk screening profile assessment of the clients. This enables the company to come up with the best possible plans for each individual. They understand that each individual has a specific risk profile. Based on this profile, they decide on the avenues of investment.

- This company places a lot of emphasis on tax optimization. They understand the taxation laws better than most other such wealth management companies in the market.

- Hence, they are the best as far as Life Cycle Investment Management is concerned.

- You have a large pool of assets to choose from while deciding your investment portfolio. Hence, this ensures that you do not place all your eggs in the same basket.

- This company does the periodic rebalancing of the assets thereby adding to the productivity quotient.