Wealth Management Services (WMS)

Transparent, performance-linked portfolio management with your funds securely in your account

Our Partnership Approach

At Right Pick Advisors, we act as your dedicated Account Manager, handling your investments with complete transparency.

Our Partnership Model:

  • Performance-Based Fee: We earn only when you profit. This model ensures that we grow only when you grow.

We offer clear reporting and regular updates to keep you informed about your portfolio's performance. Our goal is to provide a seamless and trustworthy experience, acting as a true partner in your financial journey.

Our WMS Process

At Right Pick Advisors, our WMS process is designed to be a transparent and collaborative partnership, where we take on the full responsibility of managing your investments while your funds remain securely in your own account.

Step 1: Client Profiling & Goal Setting

Before we begin, we take the time to understand you. We conduct a complete client profiling to understand key factors such as your age, financial goals, and risk appetite. This allows us to create a customized portfolio tailored specifically to your unique needs and objectives.

Step 2: Smarter Portfolio Decisions Backed by Experience and Technology

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Step 3: Active Risk Management & Transparency

We prioritize protecting your capital while pursuing consistent growth. We ensure complete transparency with clear reporting and regular updates on your portfolio's performance.

Step 4: Shared Success

Our model is built on a shared success principle: we earn only when you profit. Ensuring that our success is directly tied to yours. A disciplined approach to investing and optimal portfolio growth.

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Funds Stay Secure

Your funds remain securely in your own account. We never take custody of your money, ensuring complete security and transparency.

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Performance-Based

We only earn when you profit. Our 20% profit-sharing model ensures our interests are perfectly aligned with yours.

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Expert Management

SEBI-registered research analysts with over a decade of experience manage your portfolio using advanced strategies.

Ready to Start Your WMS Journey?

Let us manage your investments with complete transparency and performance-based success.

Get Started Contact Us