IGI Wealth Management (WM) Services is a department of the IGI Investment Bank, focusing on providing world class Portfolio Management and Investment Advisory services to our High Net Worth Individual Clients. We bring together almost two decades of Investment Banking experience with over 50 years of market leadership in the Insurance sector, and leverage the IGI Securities and IGI Funds platform to provide the most comprehensive and professional portfolio of investment services to our clients.

Why You Need Wealth Management Services 

In today’s fast paced, volatile global market, macro economic conditions can change in a flash, sparking great movements in asset prices such as we have seen over the past year. Institutional investors like Banks, Funds and NBFCs have the benefit of real time, accurate market and economic data at their disposal, as well as teams of researchers and analysts to provide their insight and predictions. Complex strategies have managed to steer corporate portfolios through difficult periods, but even then, less dynamic companies have been forced to take losses and update their methods. For Individual Investors without the benefit of quality advice, insightful analysis and dedicated vigilance, market conditions present a risk of significant loss to their portfolios.

However, asset prices have now begun to stabilize after a period of fluctuating between extremes, and a great deal of earning potential lies yet untapped. As the global economic recovery begins to gain steam, corporate investors are gearing up for record profits to pull them out of the recessionary period. For Individuals to make the most of this situation, it is essential that they are guided by professionals who can offer impartial advice and are focused on pursuing only those investments that are most beneficial to their clients. This is where IGI Wealth Management differentiates itself from its competitors: as a Non-Banking Financial Company (NBFC), our performance is linked directly to the success of our clients. In other words, the only thing that matters to us is for you to get the best possible return for your investments.

That’s good news if you’re an individual investor looking to maximize earning potential while minimizing the risk of loss; all you have to do is come on board as a client of IGI Wealth Management Services (WM). Our Wealth Managers are dedicated to understanding the unique financial objectives of every client, so that we can put the expertise of a market leading Financial Services Group to work for you. Once we get to know a client in the initial meetings, our Fund Management Team customizes every aspect of the portfolio and investment strategy to ensure that it is in sync with their respective financial position and goals. Our in-house system ranks clients based on their risk profile, return expectations, income / liquidity requirements, time horizon and other special circumstances, so that we can create an investment plan specifically designed to achieve your vision of the future.