Dynamic Wealth Management (DWM) is a Registered Sole Proprietorship Concern established in 2011 and Started with innovative approach. The DWM financial solutions are simple principle as a man named William Ockham, an English Monk, Philosopher, a logician and his principle states that ” when multiple explanations are available for a phenomenon, the simplest version is likeliest to be the correct”. This Principle is whole good in DWM.
We cater to the Investment needs of High Networth Individuals (HNI), Companies and Retail Investors alike, we offer tailor made investment solutions understanding age and risk profiles of Investors. In short we offer a “Wealth Frames suiting to your mind”. Dynamic Wealth management is the simplest solution to address your financial advice.
We are glad to inform you that DWM is launching its new product which benefit to your investments and the corporate funding. Details given below
1. Proposed Business
Dynamic Wealth Management (DWM) will utilize part of the fund for developing infrastructure of DWM to provide additional value added services to its customers such as ;
a) Online portfolio management system
Through this online portfolio management system the customers who had invested in Dynamic Wealth Management or who invested through Dynamic Wealth Management in other investments can access their investment portfolio through online from anywhere in the world. Using this service they easily – (Financial Planning, Mutual Funds Portfolio, Insurance Portfolio, Tax Planning, Etc…)
b) Online investment management system
Through this online investment management system the customers who had invested in or via Dynamic Wealth Management can access all their investment accounts and their activities through online from anywhere in the world. Using this service they can view all their investment accounts and the current and history values of their equity and share fund values, do online payments to their investments, generate Capital Gain Tax Certificate.
c) Other Roles – Advisory
Dynamic Wealth Management will utilize part of the fund to create employment opportunity to a Small Team and provide support to its customers by establishing a 24/7 telephone support center. The 24/7 telephone support center will assist Dynamic Wealth Management customers by providing advisory regarding their health insurance advisory and service and financial investment related queries through telephone.(All financial Queries..)
24/7 Health Insurance advisory – Advise to plan and consulting
24/7 Financial advisory – Financial Products related Queries.
Dynamic Wealth Management will be proud in the means of creating a small team employment opportunity through this by 24/7 support center.
2) BENEFITS FOR THE INVESTOR
Dynamic Wealth Management will invest the remaining amount in the debt funds and the profit will be shared with its customers who invested in this corporate funding. The customer will receive the standard rate of interest on each year end.
We accept fixed Deposit for varying Period of 12 months/24 Months and 36 Months.
The Rate of Return on Deposit is stated below
|Tenure In Months||Rate Of Interest(P.A)|
3) REDEMPTION / FORE CLOSURE OF DEPOSIT
- Premature Withdrawal will be allowed after completion of One Year from the date of deposit,
The Fixed Deposits can be Closed/Cancelled at the request of the depositor and the request shall be in advance with 3month prior to the date of maturity of the Deposit .
- The Interest will be waived on premature withdrawals.
- The maturity amount will be paid through cheque in 10 working days from the date of withdrawal.
- Rate of interest will be paid after the Tds.
We seek your Support in the novel Venture, For the Development of Infrastructure and Technology Updation.
5) OUR VISION
- Once We Achieve the Infrastructure and technology support then we shall be getting in to Ecommerce / Multi Brand Ndnc Product of Investment of all types
- To become one of the Leading Financial Innovative Solutions Provider in India and to be the trusted partner of our Customers.
6) OUR MISSION
- To help customers build, maintain and preserve wealth.
- To provide financial services for lifetime.
- To provide exceptional financial consulting services to our clients.
- To help our customers achieve financial prosperity and peace of mind.
- To collaborate with rural unemployed force and provide them long term business engagement.