Wealth Advisory
Holistic Wealth Advisory Services
Ascella Fintech's Wealth Advisory services are designed to provide comprehensive solutions that help individuals, families, and businesses safeguard their financial future while achieving their long-term goals.
Our Wealth Advisory services are designed to provide comprehensive solutions that help individuals, families, and businesses safeguard their financial future while achieving their long-term goals.
Explore our specialized services
1. Legacy Continuation
Legacy Continuation refers to the practice of ensuring that the values, goals, and achievements of an individual, business, or organization continue to live on, even after the original creators or leaders are no longer involved.
- Early Planning: Starting early allows individuals or organizations to create a structured, detailed plan for how their legacy will continue.
- Professional Advisors: Engaging legal, financial, and business advisors to ensure the legacy is protected and passed on in a legal and tax-efficient manner.
- Mentorship and Education: Ensuring that the next generation, whether family members or business partners, are trained and prepared to take over leadership or stewardship roles.
- Establishing Legal Mechanisms: Using wills, trusts, foundations, and intellectual property protections to ensure the continuation of wealth, business, and intellectual properties.
2. Business Continuation
Business continuation is more comprehensive in addressing the long-term survival of the business after such events, ensuring that it thrives and remains operational over time.
- Long-Term Survival: By planning ahead and addressing potential risks and disruptions, businesses can improve their chances of surviving over the long term, even in the face of adversity.
- Financial Stability: Maintaining financial reserves and access to capital allows a business to keep operating during challenging times without significant setbacks.
- Risk Mitigation: Having contingency plans in place helps mitigate the impact of unforeseen events, ensuring that business operations remain intact or recover quickly.
- Brand and Reputation Protection: Handling crises well and continuing to operate smoothly after disruptions helps protect the company’s brand and reputation, ensuring customer loyalty.
3. Heritage Asset Allocation
Heritage Asset Allocation refers to the strategic management of an individual or organization’s long-term assets that have both financial and sentimental value
- Long-Term Asset Preservation: Ensures that valuable assets are protected and maintained, allowing them to pass on to future generations in their best possible condition.
- Wealth Growth: Proper allocation can lead to financial growth, ensuring that assets continue to appreciate over time.
- Minimized Risk: Diversifying assets and implementing risk management strategies reduce the potential for significant loss.
- Tax Efficiency: Helps minimize taxes and inheritance liabilities, maximizing the amount of wealth passed to future generations.
4. Investment Planning
Investment Planning refers to the process of creating a structured plan to manage your financial assets and investments to meet specific financial goals.
- Risk Management: Enables you to manage risk and avoid large financial setbacks through diversification and risk-adjusted investments.
- Tax Optimization: Helps you minimize taxes through smart investment choices and tax-efficient strategies.
- Financial Security: Provides a structured plan to grow and protect your wealth, ensuring financial security for the future.
- Goal Achievement: Helps you meet specific financial goals, whether it’s buying a home, funding education, or retiring comfortably.
Industries We Serve
From startups and SMEs to large enterprises, our account services are designed to cater to businesses across various industries.
Agriculture, Food, and Forestry
Encompasses agriculture, plantations, food and beverage production, tobacco, forestry, wood processing, pulp, and paper manufacturing.
Energy and Mining
Covers mining operations, oil and gas extraction, and oil refining.
Manufacturing
Includes the production of basic metals, chemical industries, mechanical and electrical engineering, and the manufacturing of transport equipment.
Private Services
Comprises commerce, financial services, professional services, hospitality, tourism, catering, media, culture, graphic design, postal services, and telecommunications.
Education and Research
Involves educational institutions and research organizations.
Healthcare
Encompasses hospitals, diagnostic services, and health insurance providers.
Contact Info
We're here to help and answer any questions you might have. And we look forward to hearing from you.
Phone Number
+ 91 7698886801
+ 971 55 6359148
Email Address
Info@ascellafintech.com