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Wealth Management Services

Outsource Wealth Management Services

Make sound financial decisions by outsourcing wealth management services starting at $8/hour to professional wealth managers who can guarantee that your financial goals are met

With how the business environment has transformed itself in the past decade, business owners are constantly under the pressure to change their conventional and outdated ways of operating to keep up with the transformation, cater to the needs of the customers, and outperform the competitors. However, this continuous transformation requires careful resource allocation, financial planning, and cost-efficient measures to ensure that there is no financial risk or overload through the process. This is when working with wealth managers can help you in the best ways. Outsourcing wealth management services means getting expert assistance in standardizing and industrializing operations while also allocating financial resources to specific operations such that there is reduced operational cost with maximized revenue growth and benefit for the business.

Outsource2india works with expert wealth managers and professionals to help clients transform their business to keep in pace with the compliance needs and technological advancements while strategizing wealth allocation to reduce financial risk. We are the best strategic planners to partner with because of our rich experience and insight into the financial services. We have countless satisfied clients through our years of service, and with this, we promise quick turnaround times and uncompromising services.

Wealth Management Services We Offer

Working with a professional-grade wealth management service providing companies like Outsource2india helps businesses of any size reduce the costs involved in different operations with a systematic and well-thought strategy. We offer complete wealth management solutions by carefully understanding your business and requirements to align our services to your needs. We cover a variety of services under our wealth management solutions, which are as follows -

  1. Research and Analytics

    Research and Analytics

    Wealth management entails in-depth research and analysis in order to make calculated financial decisions and allocate resources accordingly to different departments of the business. Research and analytics form the preliminary stage that precedes the actual planning for precise wealth management. We have a dedicated research and analytics team that streamlines the whole process such that the strategy is based on robust insights. Following are the services that come under our research and analytics solutions -

    • New Business Pitch Books
    • Fund Research
    • Portfolio Research and Measurement
    • CRM Support
    • Client Investment Research and Review
  2. Investment Research

    Investment Research

    Investment research involves three important domains- market research, portfolio construction and evaluation, and manager research. Our specialists study the target market carefully and analyze relevant data to gain an in-depth insight into the important aspects of the target market. We analyze the portfolio of our clients to understand the different assets and weigh their performance as well as to conduct a risk evaluation to make important decisions based on the client's goals and assets. Our team can also help you identify the managers who can consistently and repeatedly fetch the right results such that your investment makes complete sense.

  3. Compliance Support

    Compliance Support

    Every business requires professional compliance support to ensure that the business does not face the negative consequences of non-compliance. One of the biggest problems that arise from non-compliance is costlier audit processes and even having to face litigations. We have a team of compliance support executives that looks into the compliance documentation and trust account investment compliance. When you work with our experts, you can expect accurate, comprehensive, agile, standardized, and technology-compatible compliance documentation such that there are no extra costs incurred from non-compliance.

  4. Asset Management

    Asset Management

    One of the core services that come under our wealth management services is asset management. It involves the management of the investments of our clients with the help of seasoned asset managers. Asset management by a professional wealth management service provider can help you mitigate financial risk while increasing the appreciation of your assets. Asset management involves extensive research specific to the client, including micro and macro elements. You can contact us to gain a better understanding of our wealth and asset management services.

Our Finance and Accounting Portfolio

Why Choose Outsource2india for Wealth Management Services?

Outsource2india provides wealth management services in India and off-shore to companies of all sizes. We are the preferred wealth management partners among different firms for a range of reasons. While we prioritize providing quality services at the most reasonable pricing, when you partner with us, you're benefitted in many other ways, as discussed below -

  • Customized Services and Pricing

    We operate across different parts of the world, with an efficient team of wealth managers that are highly capable of handling offshore, nearshore, as well as onshore projects. We communicate with our clients and delve deep into the details of the business and client goals to ensure that our wealth management services are completely outcome-based, yielding nothing but success and growth to your business with innovative technological and operational improvements.

  • Data Security

    We are an ISO/IEC 27001:2013 ISMS certified company and we are committed to keeping your data confidential. To give you complete assurance, we sign a confidentiality agreement and adhere to strict data security regulations so that there is no third-party access or breach of the confidentiality clause.

  • Expertise

    With over 21 years of experience in providing a range of financial services, including wealth management outsourcing services, we have gained an in-depth insight into transforming the processes and operations for our clients through sheer planning and asset management. We keep training our professionals and keep abreast of changes in the compliance policies and align ourselves with the best practices to help you transform your business in a cost-efficient manner.

  • Dedicated Project Manager

    We understand that communicating with different people from the team of wealth managers and executives can get confusing for you. Keeping this in consideration, we assign a dedicated project manager to your project so that you can reach one person every time you have queries or require updates. This makes communication more efficient and convenient for the client as well as us.

  • Round-the-Clock Assistance

    If you have any queries about our wealth management services or any other services, you can always give us a call, drop an email, or reach us via our social media pages or our website. Our customer care service executives are placed in different locations and we will promptly get back to you no matter which part of the world you are from.

Client Success Stories

Case Study on Equity Research Back Office Services

Equity Research Services Provided

We performed comprehensive testing for our client using many different investment policies on various sets of stock to ensure that our client received good returns even during a stock market downtrend.

Read more
Case Study on Accounts Receivable Services

Accounts Receivable Services Provided to Small Business Owners

We provided accounts receivable and claims management services to a set of small business owners, helping them cut costs substantially.

Read more

Outsource Wealth Management Services To Outsource2india

In modern times, wealth management can be equated with wealth creation when you work with expert wealth management service providers. Wealth managers use their experience and expertise to drive consistently growing returns. With a careful blend of financial planning and investment management, Outsource2india provides comprehensive wealth management services. We work with multiple teams to make this happen for you. From a strong research and analysis team, advisory team, asset management team to a back-office management team- we have it all streamlined that gives our services an edge over our competitors. Outsourcing wealth management services to us is the most cost-effective alternative as you get to work with all the experts from different areas without having to splurge on hiring these experts on full-time payroll.

Contact us now for our superlative wealth management services that can mitigate expenditures while maximizing your revenue growth.

Contact Us

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Decide in 24 hours whether outsourcing will work for you.

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Have specific requirements? Email us at: financial.info@outsource2india.com

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Our Clients

  • Alcon
    ARI
    Maximus
  • Redwood E-Learning Systems
    Yale School of Management
    Medversant
  • Loomis
    Data Infinity
    Auto MiddleEast
  • Camnet
    DMagazine
    Doctech.net
  • Eraid
    Userlytics
    Financial Planning Association of Australia
  • International Career Institute
    Carole Holding
    Crunch
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Starts @
$8/hour

Avail best-in-class services at affordable rates

More pricing details
Our Portfolio

Get a FREE QUOTE!

Decide in 24 hours whether outsourcing will work for you.

We respect your privacy. Our Policy.

Have specific requirements? Email us at: financial.info@outsource2india.com

Flatworld Solutions Address

INDIA

No.6, Banaswadi Main Road, Dodda Banaswadi, Bangalore - 560 043


Corporate Court, #15, Infantry Road,
Bangalore - 560 001

PHILIPPINES

Lucita Building Lapu Lapu Cr. Sobrecarey Street, Davao City 8000

USA

116 Village Blvd, Suite 200, Princeton, NJ 08540