DLCG Wealth is your helping hand when it comes to Debt Portfolio Management and Investment Management. Investment management is the professional asset management of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations, charities, educational establishments etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds). Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximize return at a given appetite for risk.
Debt Portfolio Management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. It is one of the Key Services provided by DLCG Wealth to our esteem clients.
Be it Home loans, Corporate finance, Working Capitals etc. or Financial Restructuring, DLCG Wealth is always there to guide you, assist you providing complete exposure and service benefits.
Investment Management
The provision of investment management services includes elements of financial statement analysis, asset selection, stock selection, plan implementation and ongoing monitoring of investments. Coming under the remit of financial services many large companies are at least in part investment managers and employ many staffs. DLCG Wealth presently dealing with Life Insurance only. We do fund management for ULIPs which enhance the profibility of the investment and provide advisory services for the product selection to our clients.
LIFE INSURANCE: A NECESSITYLife Insurance supports those who are so very much financially dependent on you. A retirement planning requires wise sensible investments during your working period to insure a safe life after retirement. Inflation or rise in market prices may harm your standard of living. A strategized insurance plan supports you to get rid of such fluctuations.
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There is an amount guaranteed to be paid out called the sum assured and this can be increased on the basis of investment performance through the addition of periodic (for example annual) bonuses. Regular bonuses (sometimes referred to as reversionary bonuses) are guaranteed at maturity and a further non-guaranteed bonus may be paid at the end known as a terminal bonus.
Unit Link Insurance Policy (ULIP) is a systematic insurance cum investment plan and directly linked with Stock Market. ULIPs offer a transparent option for customers to plan their various life stage needs through market-led investments. ULIPs serve the purpose of providing life insurance combined with savings at market-linked returns. There are multiple options at the individual disposal. ULIPs generally come in three broad variants -
General Insurance is the financial means of protecting items from certain events. It provides financial protection against physical damage and against liability that could also arise there from. DLCG Wealth provides services in the field of General Insurance through consultancy for selecting right product at reasonable price for diluting the financial risk of the Corporate Organizations, Multinational firms and individuals for the proper claim settlements.
D L Corporate Group is operating in a large diversified sector and is dealing with Customized Business Insurances and Retail Insurances which are as follows -- 