Welcome to
Live-Time Wealth Pvt. Ltd.
Financial planning for safe investment
A well-balanced portfolio will give you higher returns from your investments.
We help you invest in the right place
Financial Solutions/Investment Avenues
Quick Decision, Quick Action!
Step 1
Connect With Us
Step 2
Get Expert Help
Step 3
Prepare KYC Documents
Step 4
Get Onboarded
Important Services
Portfolio Review
Live-Time Wealth Managers provide updates on your existing portfolio on time to time basis. An Investment Portfolio Review is an examination of your investments to discover and fix any weaknesses that are robbing you of the performance you need to achieve your financial goals. The primary goal of rebalancing the portfolio is to achieve a target asset allocation rather than to maximise returns. Over a period of time different classes of assets yield different returns. Therefore, your portfolio must be monitored and rebalanced periodically to achieve the original risk-return proportion in alignment with your long-term financial goals.
• Quarterly portfolio review
• Quarterly Visit / Video call for
the portfolio discussion
• Short-term goals
• Medium-term goals • Long term goals
Financial Planning
Our tried and tested financial planning strategies help our clients to create the best portfolio which suits their needs & objectives. Financial Planning is a step-by-step process to ensure that you plan and invest your savings in the best way so that you can make the efforts required and constantly meet all your goals. We all have goals in our lives. Irrespective of the nature of these goals, what is common to all of them is that they require finances with perfect planning in order to achieve them. That’s where financial planning comes into play. Financial Planning refers to the process of streamlining the income, expenses, assets, and liabilities of the household to take care of both current and future needs for funds.
Wealth Management
Managing wealth means properly diversifying your money among different types of investment avenues such as equities, mutual funds, bonds, FD, etc. Our range of wealth creation, wealth management, and wealth protection solutions is provided through partners that are leaders in their areas of expertise.
• Full-time dedicated wealth manager & service manager
• 365 days online portfolio access
• Quarterly portfolio review
• Quarterly Visit / Video call for
the portfolio discussion
Portfolio Review
Live-Time Wealth Managers provide updates on your existing portfolio on time to time basis. An Investment Portfolio Review is an examination of your investments to discover and fix any weaknesses that are robbing you of the performance you need to achieve your financial goals. The primary goal of rebalancing the portfolio is to achieve a target asset allocation rather than to maximise returns. Over a period of time different classes of assets yield different returns. Therefore, your portfolio must be monitored and rebalanced periodically to achieve the original risk-return proportion in alignment with your long-term financial goals.
• Short-term goals
• Medium-term goals • Long term goals
Financial Planning
Our tried and tested financial planning strategies help our clients to create the best portfolio which suits their needs & objectives. Financial Planning is a step-by-step process to ensure that you plan and invest your savings in the best way so that you can make the efforts required and constantly meet all your goals. We all have goals in our lives. Irrespective of the nature of these goals, what is common to all of them is that they require finances with perfect planning in order to achieve them. That’s where financial planning comes into play. Financial Planning refers to the process of streamlining the income, expenses, assets, and liabilities of the household to take care of both current and future needs for funds.
• Full-time dedicated wealth manager & service manager
• 365 days online portfolio access
Wealth Management
Managing wealth means properly diversifying your money among different types of investment avenues such as equities, mutual funds, bonds, FD, etc. Our range of wealth creation, wealth management, and wealth protection solutions is provided through partners that are leaders in their areas of expertise.
Why choose us
To fight with financial evils like inflation, laziness, greed, impatience, procrastination, blind faith..etc just saving money is not enough, but investing those savings by proper planning is also equally important so that it grows over the period of time to accomplish the future needs. Live-Time Wealth Management knows better how to kill those financial evils from your life and make you worry-free for your investments.
Our Happy Clients!
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