Wealth Strategy For NRI (Non-Resident Indian)
Wealth Strategy For NRI (Non-Resident Indian)
At Rubik Wealth Management, we conduct a thorough review of your current wealth, meticulously aligning it with your investment objectives, future aspirations, and risk profile. For those seeking to optimize returns on their assets, we offer personalized assistance in executing transactions and provide regular updates on portfolio performance. Our commitment is to ensure that your wealth management strategy remains finely attuned to your evolving financial goals and preferences
- An existing portfolio snapshot first depicts your portfolio allocation at asset level.
- Then, ideal portfolio recommendations are made for recommendations within each asset class.
- A detailed action plan is then made to restructure existing holdings to get the ideal portfolio over time.
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Salary Travel Insurance
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Health Insurance
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Home Insurance
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Grow your Wealth with us
Customized NRI Solutions Featuring a Comprehensive Range of Modern Multi-Asset Classes