ccc?
??
?
??
???
?
?
?
?
?
? ?
?
?
?
?
?
?
?
?
?
?
?
? ?
?
Wealth management is an investment advisory discipline that incorporates financial planning,
investment portfolio management and a number of aggregated financial services. High Net
Worth Individuals (HNWIs), small business owners and families who desire the assistance of a
credentialed financial advisory specialist call upon wealth managers to coordinate retail banking,
estate planning, legal resources, tax professionals and investment management.
A high net worth individual (HNWI) is a person with a high net worth. In the private banking
business, these individuals typically are defined as having investable assets (financial assets not
including primary residence) in excess of US$1 million.
Royal Wealth Management has been expressly created to offer an enhanced level of service to
demanding individuals. Attention is given to every fine detail in the crafting of innovative
products with a comprehensive range of financial planning and wealth management capabilities
to deliver an unique investing experience to you
?
We understand that greater the wealth, the more complex the needs and higher level of personal
attention required. At Royal Wealth Management, we offer you an unmatched blend of
personalized wealth management opportunities.
Your Relationship Manager is a trained professional tasked to understand your wealth
management needs and track your portfolio.
Product Specialists are also part of your team and offer you access to investment, insurance,
asset disposal, and succession planning and taxation services.
Client Associates handle your day-to-day transactions.
Together your team of Relationship Managers, Product Specialists and Client Associates work
towards assisting you in meeting your unique needs and tailor them to the different stages of
your life. Drawing on unparalleled global presence, top-class market research and the worldwide
market insights of the RBS Group, they provide innovative wealth management solutions
designed to cater to different market environments.
!"
As a Royal Wealth Management client you are at the heart of everything we do. You benefit
from not just one single advisor, but a team - each member brings his / her own expertise and
experience to bear on your assets.
Our core philosophy is to help you navigate the ups and downs of market while paying close
attention to needs and factors that may affect your individual circumstances.
We believe that no two clients are alike and one size does not fit all. Your Relationship Manager
identifies your needs and then works with appropriate Product Specialists and Client Associates
to help you fulfill them. You are proactively provided with up-to-date investment advice and
innovative wealth management solutions designed to help you preserve, enhance and grow your
wealth.
G? Mutual Funds
G? Structured Products
G? Third Party Portfolio Management Services
G? Real Estate Funds
G? Venture Capital Funds
G? Systematic Investment Plans
You can match your personal goals and risk profile by selecting one or a combination of funds
across the entire risk return spectrum. We also track their on-going performance using a robust
internal strategy. In addition, relying on an extensive due diligence process, we come out with a
recommended list of funds and send you updated portfolio statements regularly.
!
It may be that your specific needs cannot be met by standardised financial instruments and that
you may want to invest in structured products. We offer you customised investment solutions to
access various asset classes with the benefits of principal protection.
Based on your preference, returns can be linked to a variety of asset types such as equity indices,
basket of stocks, commodities and interest rate indices
You will have access to a host of alternative and innovative investment opportunities that
provide you with diversification avenues. Some of our offerings in these categories are private
equity and venture capital funds, focused on investing in Indian real estate opportunities.
%
&"
You may look at investing in venture capital and private equity funds through independent
advisors. We assist you in these long-term investments seeking private equity stakes in start-ups
and small and medium size enterprises (SMEs) in sectors, which have a strong growth potential
but are not yet fully developed, such as, entertainment and education.
&
You can access our Wealth Management Centres, both for personal and business use, even while
travelling. At the centres enjoy complimentary parking, review reports, enjoy a refreshing drink,
or simply indulge in a little solitude while we take care of your wealth management needs.
G? Exclusive Invitations
G? Research and Reports
G? Convenience
G? Consolidated Statements
You get access to exclusive research reports brought to you by our team of specialists. These
reports provide rare insight on the market and the variety of available investment options.
&#
"
We are available Monday through Friday from 9.30am to 6.30pm and Saturday from 9.30am to
2.00pm on our customer care service number at 1800 209 7007. Alternatively, you can write to
us at royal.wealth.management@in.abnamro.com
You also have the freedom to access your portfolio from anywhere, anytime using your login id
and password.
G? India has the tenth highest number of dollar millionaires in the world and their rate of
growth is higher than in any other country
G? A relaxed regulatory framework and fi nancial sector reforms are gradually allowing
wealth generation in India to become more open and competitive
G? Wealth Management services in India are under-developed and there are immediate
opportunities for organisations who understand the market to capture business there
G? Wealth Management will need to spread beyond the largest cities and to adapt with and
educate its clients on the changing business environment
G? Indians are increasingly looking beyond their own borders for investments; foreign banks
must therefore leverage their global expertise