ADVISORY PRODUCTS AND SERVICES

Based on the understanding of your unique situation, priorities and goals, your Private Wealth Manager will help you identify new opportunities in the changing markets and present wealth management strategies that are aligned with your objectives.

Skilled Experts:
Drawing on the depth of resources and expertise of Merrill Lynch, your Private Wealth Manager acts as your single point of contact to help you take advantage of opportunities in India and help you find investment solutions that works for you. The Private Wealth Manager will also provide valuable advice and guidance to help you manage your wealth in the global investment marketplace.

Leading Global Research:
As our client, you will have access to a wide range of research reports and in-depth analysis of macroeconomic trends.

Investment Advisory Process:
To put the right investments to work for your situation, your Private Wealth Manager will use a disciplined four step Wealth Advisory Process. Throughout this process, the Private Wealth Manager will help you create a tailored investment strategy and will help you select solutions from a broad platform of institutional-grade financial products, aligned with your investment objectives. The four steps of the process are as follows:

Establish objectives:Merrill Lynch Private Wealth Managers will help you look at your financial life in total and help you to establish objectives that balance several goals simultaneously, such as a child’s education, your retirement and your wealth transfer plan etc.

Set strategy: Your Private Wealth Manager will work with you to help you build an investment strategy that allows the different pieces of your financial life to work together, taking into consideration not only your various goals, but also the levels of risk you are prepared to take to reach them.

Implement solutions: The strength of your strategy will mean little if it falls short at execution. Our Private Wealth Managers draw from a vast array of proprietary and nonproprietary products to help you customize integrated solutions.

Review progress: Your Private Wealth Manager will meet with you to help you review your progress, measure results against your objectives and recommend modifications if necessary.