Catalyst Wealth Advisory - Private Wealth Advisory
When we started on our entrepreneurial journey, we were all successful in our corporate jobs. However, what gave us strength to pursue our dreams was our Financial Independence. We at Beam have an unshakeable belief that Financial Independence is the true independence.
We have a journey familiar to most of our clients – a modest background – focus on education – focus on good job – focus on securing future. We embarked on a journey from a secure future to a future of abundance and an informed transition from Savers to Investors. We wish to create an Alter Ego of our clients, where their present income is earned by their Alter Ego liberating them to pursue their PASSION.
Our method involves analysing the assets and liabilities of the client and run a financial health diagnostic check. This helps us illustrate the return on lifetime savings and examine the adequacy of life, medical and retirement corpus. Then we propose Investment Management plan using Equity/Stocks for higher returns as per the need and risk appetite of the client."
