Asset Analysis

Welcome to Renascent Wealth’s Asset Analysis service, where we specialise in evaluating and optimising financial plans to help clients achieve their financial goals.
Asset analysis is the process of identifying and analysing the assets of an individual or family. Assets can be tangible, such as real estate or equipment, or intangible, such as intellectual property. Asset analysis can help an individual identify and assess the risks associated with its assets, to achieve optimal asset holding and enhance the scope of higher net worth.
To carry out an effective asset analysis, a clear understanding of your financial goals and objectives is essential. One also needs to have a good understanding of financial resources, strengths & shortcomings. Once this data is prepared, one can begin to identify the assets.

In today’s complex financial landscape, in-depth understanding of asset allocation is essential for making informed investment decisions. Renascent Wealth’s Asset Analysis service provides valuable insights into your portfolio, empowering you to enhance yield and manage risk effectively.

Why Asset Analysis Matters

Asset analysis is a critical component of successful financial planning. We analyse & evaluate investment portfolio, to gain insights into the allocation, performance, and risk exposure of your assets. This for making informed decisions, achieve asset diversification, and align your investments with your financial goals. Asset allocation driven financial plan, managed by professionals is essential for investors seeking to build and nurture wealth over the long term.

Some of the most common assets to be analysed in asset analysis include
Landed Property: This includes agriculture land, plot, apartments, flats, buildings etc.
Financial Assets: Includes investments in Deposits, EPF, PPF, Mutual Funds, PMS, NPS, Bonds etc

Cash and Equivalents: Includes money held in short term FD, Overnight Funds, Liquid Funds etc to meet short term contingencies.

Bullion Assets: Gold, silver, diamonds.
Antique assets.

Current & projected Income – to ascertain the current income & estimate the future income over short term/mid term period.

Benefits of Asset Analysis

Renascent Wealth’s Asset Analysis service offers several key benefits:
Portfolio Optimisation: Identify opportunities to optimise portfolio allocation and diversification to enhance yield and manage risk.
Performance Evaluation: Assess the performance of individual assets and the overall portfolio to ensure that investment objectives are being met.
Risk Management: Identify and mitigate potential risks in the portfolio, helping to protect against market volatility and unexpected events.
Informed Decision-Making: Gain valuable insights that enable informed decision-making and strategic modifications to the investment strategy.

Key Components of Asset Analysis

Asset analysis involves evaluating various components of an investment portfolio, including:
Portfolio Composition: Assess the allocation of investments across different asset classes, such as equity, fixed income & bullion
Asset Allocation: Determine the optimal allocation of assets based on investment objectives, risk tolerance, economic and market conditions.
Risk Assessment: Evaluate the risk exposure of the portfolio, including volatility, correlation, and downside risk.
Performance Evaluation: Measure the performance of individual assets and the overall portfolio relative to benchmarks and investment objectives.
Market Trends Analysis: Monitor market trends and economic indicators to identify potential opportunities and risks in the investment landscape.

Renascent Wealth's Approach to Asset Analysis

Renascent Wealth employs a comprehensive approach to asset analysis, leveraging advanced analytical tools and techniques to provide clients with valuable insights into their financial portfolios. Our experienced team of financial planners conducts in-depth analysis of portfolio composition, asset allocation, risk exposure, and performance evaluation to help clients make informed investment decisions and achieve their financial goals.

Why Choose Renascent Wealth for Asset Analysis

Renascent Wealth is committed to providing clients with exceptional service and expertise in asset analysis. Here’s why you should choose us:
Expertise: Our team of financial planners & Chartered Wealth Manager has extensive experience and knowledge in asset analysis and investment management.
Personalised Service: We take a personalised approach to asset analysis, tailoring our services to meet the unique needs and objectives of each client.
Comprehensive Insights: We provide clients with comprehensive insights into their investment portfolios, enabling them to make informed decisions and optimise their investment strategy.
Trusted Partner: Renascent Wealth is a trusted partner for asset analysis, providing clients with the guidance and support they need to achieve their financial goals.

Client Success Stories

Harsh Bharti

Thorough Professionals. I surely recommend you people to avail services in Financial and Wealth management portfolio. They are highly professional, and have vast and deep knowledge in this area. They will holistically guide you in each and every step of your financial management journey. Needless to mention they pro-actively take follow up and help you understand the necessity why the financial and Wealth management is important part in life. Very genuine and ethical business standard they practice. I highly recommend Renascent Wealth!!

Pankaj Singh

I have been associated with Renascent Wealth Team for more than 10 years and have gained tremendously, in terms of learning about personal financial management, as well as growth of my financial assets. The Renascent team has given us a timely and most suitable advice for my investments based on life cycle goals. I strongly advice use of their services for personal finance management.

Liz Benny

“I loved my experience with Renascent Wealth. It was one of the best decisions of mine this year. They have guided me and provided their expertise for my financial management. I recommend their association for anyone looking for asset management and keeping your family secure financially.

Ready to optimise your investment portfolio with Renascent Wealth’s Asset Analysis service? Contact us today to schedule a consultation and take the first step toward achieving your financial goals.