Services

To be a successful long-term investor, it is imperative to not only design a well-balanced portfolio of investments, but also maintain the correct asset allocation within the portfolio.

With a major contribution of 95% to a portfolio’s returns, asset allocation is a function of the risk appetite and goals of a client.

Our Offerings:
3S Wealth Advisors offers a complete range of solutions that complement its advisory services. The range includes a combination of best of breed proprietary and nonproprietary (third party) products. The approach is to recommend its clients product solutions within their overall asset allocation in an unbiased manner after evaluating all the options available in the market.


Range of Solutions

  • MUTUAL FUNDS
    • Equity, Debt, Money Market
  • FIXED INCOME
    • Bonds, Debentures
  • PORTFOLIO MGT SERVICES
    • Discretionary, Non Discretionary
  • RISK MANAGEMENT
    • Life, Term, General Insurances
  • ALTERNATIVE INVESTMENTS
    • Real Estate
  • WEALTH SOLUTIONS
    • Tax Planning

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk(Wealth Management Desk)
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation. The access to the Client Desk is given through an highly secured, unique login-id and password to every client.

The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime any where - throgh online access or through a mobile application.

We offer easy transaction facility and few very unique services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.

  • Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
  • SIP and STP registration
  • NFO - Purchase, Switch and SIP Registration
  • Equity Stock SIP registration
  • Equity IPOs and Debt IPOs Application
  • Comprehensive reports

What's more, we offer multiple modes of doing transactions as listed below...

  • Mobile: Transact through application on your mobile
  • Online Desk: Transact through online Trading Account Desk
  • Phone: Call and transact through your phone
  • Offline: Transact through physical instructions

Product Basket

 

Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.

  Mutual Funds

 

We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.

 Capital Market - Direct Equity & ETFs

 

We also offer our clients with NJ E-Wealth A/c services through one of the India's leading & highly reputed distribution houses. With the same you will have easy access to capital market products of direct equity stocks and Exchange Traded Funds (ETFs).

 Fixed Income Products

 

We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.

 Portfolio Management Services (PMS)

 

We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.

 Real Estate

 

In addition to financial products, we also offer access to real estate properties as investment opportunities to our clients. Few of our products are exclusively offered by us in the market.

 Insurance

 

Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance .