Wealth Management

Wealth Management

High Networth Individuals are accustomed to working with professionals all their life. They always strive to achieve perfection in their endeavours. Financial Planning is one such vital area that needs professional attention. In India Registered Investment Advisors are the only professionals recognised by Securities Exchange Board of India (SEBI). RIAs have the right expertise and required experience to manage the investments of any HNI.

With more than 15 years of experience in the Financial Services sector and the right qualifications Abubakr Siddique, RIA, gives the best advice in the Wealth Management area.

It begins and ends with you

At wealth traits, it's all about your best interest. We offer Wealth Management services for individuals and families who like professionals to review, manage, / monitor their finances. Our unbiased wealth advisory helps you with wealth preservation, wealth management & wealth Transfer.

Right advice, from the first meeting

A well-informed, competent advisor with your best interests at heart is critical to make the most of your assets and to navigate your investment journey. Our Fiduciary advisory, shepherds your resources to create optimum impact while ensuring that your interests are protected. We are a fee-only fiduciary advisor. So you get Right Advice, from the first meeting.

Right advice through proper Risk Profiling & Asset Allocation

Every product comes with inherent risk and returns prospects. We understand your risk-taking capacity, risk tolerance level through the Psychometric risk analysis to give better advice.

Historical data proves that different asset classes like equity, debt, real estate, gold and other alternatives perform differently, and no single asset class outperform others consistently. We come out with appropriate asset allocation, which aligned to your risk profile and changing investment climate to maximise your returns.

Monitoring & Review

We will monitor the investments, send periodic reports & appropriate alerts and do a regular review. This helps you make informed decisions & take control of your finances. It's to be noted that your funds are invested outside and never with us, we only act as a consultant.