FinBerg Your Partner in investment consultant and Wealth Management Services
Our Products
Equity
Equity is the risk capital for any business. Whether we buy equity or shares or stocks, we become part owners of the company. Although it might be small it can still be considered as ownership. Whatever returns we get in equity come from dividends distributed by the company and capital gains when the stock price exceeds the purchase price. Therefore, equity is ownership and as the owner, the equity shareholder has the potential to earn higher returns with a higher risk.
Fixed Income Instruments
Fixed income instruments or fixed income securities, provides a regular return in the form of fixed interest payment as well as the eventual return of the principal investment bond at the bond’s maturity. The payments for fixed-income options are known in advance, unlike the valuable income securities. Fixed-income products offer investors a reliable stream of fixed-rate periodic interest payments (known as coupon payments).
Bonds are the common form of fixed-income instruments and they are available as municipal bonds, government bonds, and corporate bonds. All fixed-income instruments, however, are not created equal. There are a range of factors which help to rate bonds and these ratings can influence the viability of a bond including the interest rate risk, the credit associated with the individual bonds or the user.
Portfolio Management Services
Portfolio management services (PMS) is referred to as an investment portfolio in equities, fixed income, cash, debit structured products and other individual assets which is managed by a professional fund manager and can be adjusted to fit specific investment objectives.
It is a professional service, which will be handled by our certified and experienced portfolio managers who are supported by a research team that manages stock portfolios of customers rather than the clients managing their own.
Real Estate
The word Real estate refers to that kind of property consisting mostly of land, buildings, houses and Infrastructure. It surrounds a wide range of physical assets that includes residential homes, commercial buildings, industrial facilities and vacant land. The concept of real estate involves not only the physical structures but also the land on which they stand and any natural sources such as minerals, water, or crops that may be present. It surrounds the legal rights and interests that individuals or entities hold about the property which includes ownership, leasehold, or various usage rights.
It involves the buying, selling, and leasing of properties. It is often facilitated by real estate professionals that include realtors or real estate agents. These professionals help individuals and businesses navigate the complexities of the real estate transaction process.
Unlisted Shares Investment
Unlisted Shares are company shares that are not listed or traded in any of the recognized stock exchanges. These shares are not available for public trading either. Instead, they are held by a limited number of individuals or entities such as promoters, founders, venture capitalists or strategic investors.
These are enterprises that are not publicly traded on the listed exchanges instead they are privately held. The ability to gather funds is optional since they are not on the list and the historical data says unlisted shares have provided much more return than listed stocks . The trading of shares is done “over the counter,” which means that the terms of the agreement may cater to the needs of the parties involved (buyers and sellers), avoiding the exchange framework. Unlisted businesses have a considerable amount of freedom over their operations. Under Unlisted Companies, the stockholders have the right to access information containing the highlights of the proposed private placement from a public business. This information is not listed on the stock exchange, which the firm must supply.
AIF Investment
FinBerg suggests a range of Alternative Investment Funds (AIFs) to their clients as part of their investment offerings. AIFs are a diverse group of investment vehicles that are not traditional stocks, bonds, cash, etc. They can include hedge funds, private equity funds, real estate funds, commodity funds, etc.
When suggesting categories of AIFs, FinBerg would likely consider factors such as risk tolerance, investment goals, time horizon, and liquidity needs of their clients. They might categorise AIFs based on asset classes, investment strategy, geographical focus, or industry sector.
International Equity
International Equity is stocks that are purchased outside the stock market. International equity funds are similar to international mutual funds or international stock funds. But the bottom-line principle remains the same i.e. they consist of non-Indian. stocks. These funds purchase stocks based on a specific investment strategy and then sell the mix of shares to various investors. There lies a difference in this case which says that all stocks are in companies or other sources based outside the India
Insurance
Insurance is a financial arrangement that provides protection against potential financial losses or risks. In an insurance agreement, an individual or entity (the insured) pays a premium to an insurance company (the insurer) in exchange for a promise of compensation for specific potential future losses or damages. This compensation helps cover costs related to various unexpected events, such as accidents, illnesses, natural disasters, or death. Insurance are mainly of following types: life insurance, general insurance, term insurance etc.
Our Services
We work with your company to identify position requirements, implement
recruitment programs, and
initiate employee assessments that maximize
recruitment efforts
Dematerialization of Physical Shares
This is the process where there is a conversion of physical shares into electronic form and further gets transferred into the Demat accounts. To trade for shares, equity, debentures, derivatives, ETFs, IPOs, an investor needs to have a Demat account. We at FinBerg make sure that we execute the entire process effortlessly satisfying the needs of our clients and delivering them the best experience of the trading world.
Estate Planning
We deliver an in-depth consultancy to our prospective clients in Estate Planning as well. Here we assist our clients with the transfer of their estate after their death or if they are incapacitated and unable to handle things on their own. Here we assist our clients with the transfer of their estate after their death or if they are incapacitated and unable to handle things on their own. The transfer is either done using a will, trust, insurance policies, and/or other devices. Estate Planning has been around for many years, but it’s becoming increasingly more and more common.
Tax Planning and Filing
Both the business person and individuals are liable towards compliances of the income tax which requires in-depth knowledge. The process has also turned towards the digital platforms where the IT returns are filed online which again requires an expert helps who is technically sound with the updates. We have associated with CA firms that assist our client with tax planning, and present it to the authorities for the tax filing process and henceforth, fulfilling all the tax liabilities of the client.
How We Work at FinBerg
For us, at FinBerg our clients are the most valuable assets. To assist them with the best investment solutions, we have listed a pre-defined process.
At FinBerg Private Wealth, satisfaction isn't an option it's a certainty. Our expert team delivers tailored investment strategies that guarantee to meet your unique financial goals. Trust us to guide you to success with confidence and precision.