WEALTH MANAGEMENT & PERSONAL FINANCIAL PLANNING

Our Private Client Group Services is customized to meet each High Net Worth Individual’s needs and is delivered through a DGIequity Relationship Manager. He brings together a wide range of financial solutions and tools, research capabilities and investment expertise, besides being a single point contact for all products and services. The DGI Relationship Manager draws on substantial DGI resources and provides our clients with:

• Ongoing portfolio consultation
• Access to research and research analysts
• Meetings with company management and visits
  

Advisory services besides equity, would include derivative strategies, commodities, arbitrage and fixed income products. Real estate advisory, art investments, PMS and asset allocation advisory are other services that the group offers in conjuction with other groups at DGIequity.

WEALTH MANAGEMENT ·  Overview

At DGIequity, wealth management is a practice:

It is a specialized profession where our experts combine their efforts to meet the wealth planning, investment, and financial management needs of individuals, families, family offices or corporates.

All-in-one approach
DGI Wealth Management takes one step closer to you, by providing an "all-in-one approach” to improving your financial health

Insights into your every need
Understanding where you are coming from, the priorities in your life and the challenges you face in the volatile market -– helps us to serve you better

Designing Tailor-made financial solutions
Creating custom-made financial solutions for you, to help you achieve your life's aspirations is our goal

To ensure this holistic approach works efficiently we will have one dedicated “DGI Equity Wealth Manager (EWM)” working for you