Other Offerings
In wealth management, the common adage ‘one size fits all’ doesn’t apply. More so, as no two investors are the same and each one comes with their own set of objectives and preferences. While PWA’s core offering continues to be the Castling Strategy, they also have a range of other investment solutions to cater to diverse levels of risk appetite and risk tolerance.
Mutual Funds (MF)
It is the most diversified capital market product which enables individual investors to invest in a structured portfolio managed by professionals. Mutual funds yield periodic returns in the form of dividends or capital gain. At PWA, the clients can choose from a selection of MFs – Equity, Debt and Hybrid MFs.
Mutual Funds (MF)
It is the most diversified capital market product which enables individual investors to invest in a structured portfolio managed by professionals. Mutual funds yield periodic returns in the form of dividends or capital gain. At PWA, the clients can choose from a selection of MFs – Equity, Debt and Hybrid MFs.
Exchange Traded Funds (ETF)
It is a securities instrument that may contain multiple types of investment assets like stocks, commodities, bonds, etc, and is traded in the stock exchange. ETFs are quite popular with investors owing to their cost-effectiveness and diversified asset range.
Exchange Traded Funds (ETF)
It is a securities instrument that may contain multiple types of investment assets like stocks, commodities, bonds, etc, and is traded in the stock exchange. ETFs are quite popular with investors owing to their cost-effectiveness and diversified asset range.
Bonds
It is a debt instrument, issued by either a corporate or the government to raise funds for specific projects. They are usually time-bound and the investors receive interest against the amount invested in bonds.
Bonds
It is a debt instrument, issued by either a corporate or the government to raise funds for specific projects. They are usually time-bound and the investors receive interest against the amount invested in bonds.
Peer-to-peer lending (P2P)
A relatively new concept in the investment sphere, P2P is based on crowdfunding wherein an individual or company can obtain funds without involving the traditional financial institutions. PWA extends P2P lending opportunities to its clients through a third-party online platform.
We also do marketing and promotional activities like roadshows for various financial products
Peer-to-peer lending (P2P)
A relatively new concept in the investment sphere, P2P is based on crowdfunding wherein an individual or company can obtain funds without involving the traditional financial institutions. PWA extends P2P lending opportunities to its clients through a third-party online platform.