DLCG Wealth is your helping hand when it comes to Debt Portfolio Management and Investment Management. Investment management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds). Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.
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Debt Portfolio Management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. It is one of the Key Services provided by DLCG Wealth to our esteem clients.
Be it Home loans, Corporate finance, Working Capitals etc. or Financial Restructuring, DLCG Wealth is always there to guide you, assist you providing complete exposure and service benefits.
Investment Management
The provision of investment management services includes elements of financial statement analysis, asset selection, stock selection, plan implementation and ongoing monitoring of investments. Coming under the remit of financial services many large companies are at least in part investment managers and employ many staffs. DLCG Wealth presently dealing with Life Insurance only. We do fund management for ULIPs which enhance the profibility of the investment and provide advisory services for the product selection to our clients.
LIFE INSURANCE: A NECESSITYLife Insurance supports those who are so very much financially dependent on you. A retirement planning requires wise sensible investments during your working period to insure a safe life after retirement. Inflation or rise in market prices may harm your standard of living. A strategized insurance plan supports you to get rid of such fluctuations.
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