Investment | Northstar Wealth

STAY AHEAD OF CHANGING MARKETS

Invest with confidence

Does Investing Feel Overwhelming?

As an investor, you’re faced with an unsure and volatile financial market further complicated by the wide variety of investment options available. You know that strategic planning and disciplined investment process are important in working towards your financial independence, but developing a sound strategy and selecting, monitoring, and managing your investments yourself can be stressful. For investors like you, we are here to help.

With our in-depth knowledge and broad technical expertise we build a bespoke portfolio to help you reach your objectives, strengthen your position in volatile markets, for confident investing toward a financially secure future.

Investing your money is a great way to grow your wealth over time. But navigating the best strategies, risks and mix of investments can be tricky. We can help.

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Investing with NorthStar Wealth gives you access to a broad range of financial services.

Our Trusted Partners

Our only priority is you

We are not aligned to any of the banks or financial institutions. This enables us to access wide variety of investment products and services which works in your best interest.

We keep you regularly informed to ensure your portfolio is working for you and helping you achieve your life goals.

Our 4 step process to make a bespoke investment plan for you

Understanding You

“Life can only be understood backwards, but it must be lived forwards”.

An honest consultative process helps us connect to you better and be a partner in your financial journey.

Your Income & Expenditure, Asset & Liabilities, Investments, Risk Cover, Tax Liabilities & Estate Planning helps us to assess your balance sheet prudently.

Information Analysis

“The Devil is in the details, but so is salvation.”

An in-depth analysis of the all data point is carried out to understand your balance sheet.

A proper goal analysis and a comprehensive risk profiling is carried out to have a fair overview of your financial understanding and risk tolerance.

Your investments details are put through the best of the analytical tools and global assessment standards.

Blueprint

“For tomorrow belongs to the people who prepare for it today.”

Planning is bringing the future into the present so that you can do something about it now.

We start with understanding the cash flows & addressing debt issues first. Thereafter an investment strategy is made following a prudent asset allocation (strategic and tactical), product due diligence and selection, cost involved, ease of operations and tax impact.

The Financial Strategy is then provided with adequate risk cover and a proper succession plan for the beneficiaries.

In Action

“Take time to deliberate, but when the time for action has arrived, stop thinking and go in.”

All actionable are carried out within a definitive period.

All actions are recorded, and proper statements of accounts maintained. What gets measured gets improved.

A proper review schedule is laid out. The progress on the investment strategy are realigned to the original plan after incorporating any changes.

Invest with confidence.

From a bespoke plan to peace of mind, we help you to feel confident and secure about your financial future.

BOOK A CONSULTATION

Book an initial consultation

Please fill in your details to book an initial consultation with our investment experts.

How it works:

An appointment with one of our experienced financial guide

A brief discussion of your background, needs and expectations

An opportunity to address all your financial concerns and doubts and find out more about NorthStar

UNRIVALED INSIGHTS TO NAVIGATE VOLATILE MARKET