Wealth Management

Our core values are a testimonial to our commitment to our investors and customers. We believe that a happy customer makes a happy investor and NFH being a multi-sector business, understands what it takes to create value for all the stake holders.

We provide end to end investment advisory services including opportunity identification, investment procedure, required clearances for investment, regular monitoring of investment, investment exit options etc

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Services

Many of our clients have sought us out for investment management services, while others look to us to help them with their overall wealth management needs. In either case, we take the time to get to know our clients up front.

The time we spend with our clients to understand their personal situation results in customized portfolios and wealth management solutions tailored to the client's personal needs. We also offer proprietary funds, when it comes to your money, we will always search for the best investment options available to meet your needs.



Clients looking at property as an investment, have two choices when it comes to real estate investment. Direct property purchase or investing through real estate funds. While directly purchasing property is useful for those who are focused on specific real estate appreciation, investing in a real estate fund offers exposure to the overall growth of real estate in India.


Property Purchase:

For investors who wish to take the direct route, Northface provides help on selecting the locality, finalizing property and closing the deal. We look after analytics such as rate, vendor selection and type of loan. Northface also aids in dealing with the multiple vendors involved in the home purchase process including, property owners/builders, brokers, loan companies, insurance companies.

Who is it suitable for?

  • Families looking to buy a home in 3-6 months horizon
  • Families looking to invest in a property in 3-6 months horizon
  • Families looking to refinance their existing home loan
  • Families looking to take loan against property

What does it cover?

  • Assisting the customer in locating the home they would like to buy, support through Northface as well as other local brokers
  • Helping the customer think through various options if there are; typically relating to size of the house, locality, appreciation potential, financial capability of the family
  • Financial planning around what level of loan should be taken, down payment made, tax-optimal structure of loan and property ownership
  • Sourcing of loan a bank or housing finance company

Wealth Review and Investment Strategy services at Northface consist of a comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Our Wealth Managers suggest optimal re-allocation of your portfolio to address your current objectives as well as to benefit from new opportunities when they arise.


Who is this suitable for?

  • Investors looking for a wide array of investment options and product-neutral solutions
  • Investors with large portfolios and who are looking to continuously diversify their wealth across asset classes
  • Investors looking to make use of specific opportunities to maximize risk adjusted returns on their assets

What does it cover?

  • Assess the risk taking ability and willingness of the prospective customer.
  • Recommend an asset allocation suitable to customer needs
  • Execute the transactions from time to time
  • Provide periodic updates on portfolio performance and conduct portfolio rebalancing as required
  • Suggest investment themes and ideas from time to time covering sectors, new fund offers, asset classes

The commodity trading comes as a part of the overall trading strategy which can help mitigate the risk of a typical trading client, who is focused on an equity basket alone. We provide clients with the necessary solutions to make the most out of the lucrative commodities market. Investors are helped to make informed decisions to hedge against risks while investing in a wide range of commodities including agri-commodities, precious metals, base metals and energy products and then aided in executing the trade.


Who is this suitable for?

  • Individuals who are looking to diversify their portfolio
  • Individuals who are familiar with the commodities trading market and want to take advantage of the opportunities presented

What does it cover?

  • Recommend an investment in commodity trading
  • Equity investment in companies involved in commodity trading