Firstly your current financial situation is assessed and all determining factors and constraints are taken into consideration.
This gives our teams a good view of your situation and how they can effectively implement a strategy, to ensure maximum security while still growing your investments an optimized rate to meet your target objectives on time.
During the process you will be able to review and provide feedback on your progress and discuss any options you are engaged in directly with your Personal Investment Councilor & Wealth Planning Advisor.
With any financial ideas that come to bear fruit, a detailed plan of action is required. This is a process in which Shinsei Management specializes.
Our dedicated department of Wealth Planning Advisors (WPA) work alongside your Personal Investment Councilor (PIC) to analyze and construct a bespoke plan tailored to your needs. This tried and tested exclusive process delivers on expectations time and again, turning our clients personal dreams into tangible financial realities.
Your Wealth Strategy Analysis (WSA) is valuable resource tool that we at Shinsei Management make available to our premium clients.
This tool tests a multitude of potential scenarios on a clients portfolio to simulate the impact of variable attributes such as taxation and cash flow fluctuations.
It gives extremely accurate indications tested against real-time situations so we can ensure controlled results and predict potential outcomes.
Investment planning is an ever-evolving process as such a dynamic approach is called for one which allows adjustment and fine tuning to a clients portfolio ongoing without exception.
Our Wealth Strategy Analysis is just one of many tools we incorporate into the overall planning process for our clients at Shinsei Corporate Wealth.
Seeing the possible outcomes of a decision gives us a superior competitive edge over other investment companies that offer only historical analysis on investment products.