We are a full-service Wealth management firm and engage with our clients throughout every step of the process which includes
• Identifying right investment options and building a structured portfolio based on client requirement
• Actioning/ implementing the recommendations
• Managing the portfolio on a day to day basis to ensure return expectations are met
At Forthright, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make best use of the financial resources they have.
We bring in a systematic, data driven approach to managing client portfolios and ensure we put client interest above all else which is also the corner stone of our proposition.
Our engagement model with clients is as Mutual fund distributors where we are paid an annual trail fee as a percentage of the assets that we manage which is a part of the fund’s expense ratio.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Workafella Business Center, 150/1 Infantry Road,vasanth Nagar,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management.
- HQ
- Bangalore, Karnataka
Forthright Assets Questions
Forthright Assets's website is http://www.forthrightassets.co.in
Forthright Assets's LinkedIn profile is https://in.linkedin.com/company/forthrightassets
Forthright Assets has
3 employees.
View email and phone details for 3
employees at Forthright Assets.
Forthright Assets's industry is
Financial Services
Forthright Assets's top competitors are
Mitcsco Financial Services,
Ar Preferred,
Quest Investment Advisors Pvt Ltd,
Cortusfid Capital Management Pvt. Ltd.,
Maverick Capital Investments Pvt Ltd,
Zvest Financial Services,
2i Wealth,
Vintage Finvest Services Pvt. Ltd.,
Turtle,
Sican Finserve Private Limited.
Forthright Assets's categories are Financial Services
Forthright Assets's founding year is 2017
