Wealth Management
Services in brief
AFCO Wealth Management helps clients grow and preserve their investment corpus. AFCO Wealth Management helps design a portfolio tailored and suited to individual needs with its experienced team of fund managers. It specializes in offering customized wealth management services to HNIs. AFCO Wealth Management’s team of dedicated personal wealth managers provides planning and investment services while giving each client personal attention.
Investment options available with AFCO Investments
Taxable Bonds
Bonds of Central / State Government Guaranteed, PSU, Private , Tenure starting from 1 year to Perpetual
Tax free Bonds
Suitable for person coming under higher tax bracket
Capital Gain Bonds
Assesses have the option of not paying any long-term capital gains tax by investing the profit capital gains bonds with a stipulated time period.
Mutual Funds
Equity MF, Debt MF, Liquid Schemes, Fixed Maturity Plan (Close Ended), Balanced MF
ETF
Gold ETF, PSU ETF (RGESS-80CCG), Equity Linked Savings scheme (Deduction U/S 80C) .
Interest rate Futures
An interest rate future is a financial derivative with an interest-bearing instrument as the underlying asset. It is a particular type of interest rate derivative.
Dedicated Team Of Experts For Wealth Management
AFCO have a team of certified and experienced wealth management professionals will help you devise a customized financial planning program, tailor made especially for you. AFCO grants you access to a team of wealth management professionals who work together for delivering cutting edge financial solutions to you.
AFCO assures you a joyful and memorable wealth creation journey.
Why choose our Wealth management services
Trust
Robust Research
Customized Planning
Our Clientele
