Portfolio Advisory

portfolio advisory

Advisory, as the word suggests, is a consulting Product aimed at bringing forth the nuances involved in your Real Estate Wealth Investment decision - be it buying or selling - by engaging in grass root level conversations.  We are the only platform that also provides property advisory services that takes a portfolio approach to manage your Real Estate Wealth; we help you liquidate your Assets, diversify your Wealth portfolio, and evaluate market opportunities.

What it includes

Micro-Market Analysis 

Market survey 

Valuation 

Advisory 

Why Choose Us

Our team of ex-bankers, who now also work as real estate consultants, brings with them a rich experience across the length and breadth of Wealth Management. You can trust us!

Our Market Research data is validated for accuracy not only in the primary but also in secondary and micro-markets, making it all-encompassing and reliable.  

Product Review 

I especially appreciated the constant communication and property consultation services at every step of the way, as I never felt I was out of loop on the proceedings. I also appreciated the clarity in the process that you provided me, even though there were a lot of surprises along the way, and I had to spend decent money in the prep work and document collection, but at each of those steps, the options were very clearly outlined along with the associated risks and costs. With the trust you built, I always felt you are working in my interest. Most of it all, it was a pleasure dealing with your people, who I have now come to treat as friends ” 

FAQs

  • Real Estate Portfolio advisory is a defined management system that will help you optimally manage all the real estate you own. Additionally, the advisory helps restructure, improve revenue, make selling or buying decisions, optimise finance, diversify wealth portfolios, and also evaluate marketing opportunities and risks.

  • Real estate portfolio advisory helps in decision-making around Real Estate assets or building Real Estate portfolios. It acts as a road map for developing and implementing proven strategies to increase the functionality and value of your existing properties.

  • An ideal portfolio advisor is someone who is passionate about wealth planning and has deep analytical ability related to the Real Estate market, investment management, property tax planning etc. He/She is also detail-driven and is constantly solving complex modelling problems and making the asset work for you in the best way possible.

  • Investing in different types of real estate in different locations, securing favourable financing, and investing in REITs are some of the top solutions for managing real estate portfolio risks.

  • The Portfolio advisory team at Indiassetz research properties offered for sale, evaluate market conditions, check zoning requirements, assess proposed acquisitions, craft capital allocation strategies, study the feasibility of renovation projects, create strategies for operational improvements, study ways to improve tenant satisfaction and also advice in balancing lease-purchase decisions

  • We request our clients to show a minimum net-worth of 1CR INR for their portfolio development.


 

We manage your Real Estate,

Totally and Completely

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