Wealth Management Team in FinSource deals with the support services to the core wealth management services including private and institutional financial planning, financial advising, brokerage and trading services. Our support services are extended but not limited to the transition and onboarding of private and institutional clients on the technology enabled wealth management platform, and providing on‐ demand assistance and extended services in client profiling based on different dimension of client’s personalized financial strategy and investment choices. However, the wealth management team provide services to the clients to meet their customized financial goals in different financial prospects as mentioned below:

1. Investment Planning

2. Trust and Estate Planning

3. Retirement Planning

4. Health Care Planning

5. Taxation Planning

6. Nonprofit and Charity Planning