Our Services – Assay Investments

Lifestyle Planning

Be it succession planning or buying your dream home for retirement, our wealth advisors have sound experience in helping you prepare for retirement.We help you plan your short and long-term finances to help achieve your financial dreams during your working years and retired life.

Goals Based Planning

Our goals based financial planning approach allows you to meet for multiple financialobjectives across various time horizons. Our team helps you define your financial goals, such as Education, Retirement and more, build a financial portfolio as per your risk appetite.

Investment Management

Reviewing your investment objectives and based on our research, we help you invest wisely through customised solutions across the full spectrum of financial instruments. Our comprehensive financial expertise and asset management servicesare designed to deliver returns and value.

How can we help you?

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Testimonials

I have been consulting Assay for my investments. I am very happy with the way I am advised on investment, product suitability and goal setting. I’ve been given a clear road map to allocate my income considering my expenses for the month. The approach is very friendly and I’ve started understanding my investments much better. I believe this will help me in wealth creation as I can already see a good result. I thank the team of Assay for being approachable and to the point.

Ms. Miranda

Service Professional