At Y&G we provide the dedicated assistance of Family Office to look after the gamut of financial and non-financial requirements of corporate professionals who are at the zenith of their empire. We also seek to educate the first time investors, so that they too may climb the ladder of financial success.
We aim to simplify the investment planning process by integrating all aspects of your financial life – tax, estate and investments – into a single comprehensive plan.
Our purpose is not to serve your needs just once and stop at that. That would mean the termination of any propinquity thus developed. We believe in building a long term relationship with our clients based on trust.
Hence, our continuous efforts lie in the evaluation of all asset classes; conscientious selection of managers, followed by continuous supervision of their work.
Regular alliance with our clients provides us with a deep insight into their needs and presuppositions. Our team of dedicated and efficient managers is therefore well equipped to address any issue and enhance any profitable opportunity that our beneficiary family may come across. Personal bond developed over numerous successful interactions creates a level of comfort that makes Y&G their first choice when clients across the country look for top class service covering a spectrum of financial matters.
How Our Services Helps:
To maintain a single point of contact for their financial and non-financial needs.
Control over time and money.
Continuous monitoring of total assets and liabilities.
We differentiate ourselves from our competitors based on the parameters of
Transparency: One of Y&G key strength is the clarity and lucidness with which we deal with our clients. There is no circumlocution in our dealings and all queries are promptly addressed in simple terms.
Quality of Service: Our set of diligent managers is unquestionably one of the best when it comes to their dedication and prompt service.
Knowledge: Regular research, refresher courses and in-house training makes Y&G boast of one of the best knowledge storehouse in the wealth management business today.