Financial Planning

Financial planning is the process of determining how to make optimal decisions that will affect your financial future. Engaging an expert financial planner helps you project the consequences of the decisions before you act and assists you in making the choices that will allow you to reach your financial goals. Amongst the wide variety of services, we provide:

Personal Financial Planning •  Retirement Planning • Estate Planning • Cash Flow Analysis • Risk Management and Insurance Planning • Investment Analysis and Management.

Fees apply

Wealth Management Services

Through a diversified portfolio and a strong investment foundation, we work diligently to earn superior returns while providing a high level of capital protection for our high net worth investors. Our investment strategies include scrupulous analytical oversight, critical analysis, and professional skepticism. For us the wealth management process is

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management
Advanced Planning = Wealth Enhancement + Wealth Preservation + Wealth Transfer + Charitable Giving
Relationship Management = Client Relationship Management + Expert Team Management

Fees apply

Treasury Management Services

ACcer Financial TM is an integrated treasury management solution, covering several key markets such as Foreign Exchange, Money, Equity, and their related derivative instruments. This treasury management system provides the organization with a sophisticated, multi-entity, multi-portfolio, multi-dealing room environment supported by robust risk management, back office management and MIS.
 
Decision Support is enabled through exhaustive pre-trade and post-trade support tools and analytics, including pricing and valuation of plain vanilla as well as complex derivative instruments. Our treasury management solution is capable of real-time feed integration from multiple service providers for choice of instruments.

Fees apply

Investment Account Services

Clients of  ACcer Financial Advisory Services Ltd  have the capability to access their accounts online, 7 days a week, 24 hours a day. If you are interested in opening an account with us please contact any our consultants through the contact number listed with their bio or mail us at contact@accerfinancial.com

Fees apply