My Personal CFO
My Personal CFO is a wholly owned product of company called KCC Consulting and Advisory Services Private Limited (KCCCAS) has been promoted by team of financial experts having more than two decades of experience in advising and managing risk free investment products. The company has team of professional investment analysts and wealth managers who function with complete dedication and focus with a hand holding approach while servicing the clients. The company has extensive presence in Delhi NCR, Mumbai, Bangalore, Punjab and Nagpur. Besides MWM, the company also provides exclusive services to Non Resident Indians having wealth and property in India under the brand name ‘NRI Wealth Management’ . The company is also involved in extensive services in the fields of financial accounting, tax & management advisory.
My Personal CFO is a unique product launched by KCC Consulting and Advisory Services Private Limited. The product is aimed at providing expert and handholding support to small and medium category of investors. The company did an extensive survey of about 10,000 small and medium net worth individuals spread across all strata of society including the salaried, businessmen, professionals, artists, free lancers, part time employees etc. The survey revealed that such individuals had little or no time for ensuring that their hard earned money is generating enough risk free return to be able to beat inflationary trends as far as possible. It was also found that none of the service providers including the wealth management division of the banks were primarily interested in small and medium category investors. The service providers were quite busy in chasing High Networth Individuals (HNIs). MWM services its clients in three simple steps. Its team procures existing saving portfolio of the client after analyzing the liquidity requirements. It recommends an alternative investment plan. As the final step, it provides all logistic support to the client for switching over to the recommended plan. Thus,MWM team is focused on optimizing returns of the investor while keeping them risk free. It also aims at balancing the savings portfolio of the client.