Wealth Management Services

Inclusive in our Portfolio Management Services, Masala also offer ongoing wealth management services which help clients invest in specific non-conventional and alternative assets. Non-conventional and alternative assets may offer a range of different benefits based on each client's financial goals, objectives, and circumstances. Under this program, if suitable, we help clients formulate an investment policy statement which focuses on specific alternatives including, but not limited to, gold bullion, real estate, wine, whiskey, aviation, agricultural, private placements, promissory notes, and other investment products.

 

These Wealth Management Services are offered to help client’s implement and leverage specific planning mechanisms, financial services, fintech solutions and other platforms which may help clients avail specific advantages corresponding to their investment.

 

Allocation of a portion of the client’s assets towards non-conventional and alternative assets, under these Wealth Management Services, may require that the customer meet specific eligibility criteria as an investor.