The company is now a good balance of investing knowledge, resource capacity, and process orientation, thanks to a fully investor-centric strategy. Through innovation, consistency, and consistent risk-adjusted performance, Kongruent Wealth Management aims to simplify its investors' journey to achieve their financial goals and provide a positive investing experience. Management has a variety of schemes for investors with different risk-reward characteristics.
Contrary to popular belief, financial planning is not just investing. It is a process. It allows you to manage your finances in such a way that you link it to your goals. Making a standalone investment in a life insurance product means nothing if you do not know the amount of cover you need, or whether the maturity proceeds are adequate, or whether you need a life cover.
We believe in building a relationship with you that enriches every other relationship in your life, which is why we provide financial opportunities that help you to manage and potentially grow your wealth. Structure, clarity and consistency are important factors that ultimately help achieve your objectives.
Taking stock of all risks to the client and family – death, disability, accident, security, divorce and so on. Finding best ways to mitigate risks. We consider our primary motive the need to protect and to cover risks for our clients. Insurance helps us significantly in meeting this objective. We evaluate your need for insurance, including existing policies and map them to your goals.
An extremely popular estate planning technique in India is to do nothing and leave it to fate. This attitude more often than not has resulted in family feuds and lengthy court battles. Kongruent Wealth Management Services provides introduction services for succession planning and wealth management through select third party service providers who aim to ensure that your assets are safe not just for now but also for future generations.
