How Does the Advisor Help Clients – Key Takeaways:
BUOYANT CAPITAL PRIVATE LIMITED is a financial services firm that specializes in providing expert investment advice to clients. With a team of experienced professionals, the firm offers a wide range of financial solutions to help clients grow and protect their wealth.
Facts and Insights:
As of its most recent filing with the Securities and Exchange Commission (SEC) on June 30, 2021, BUOYANT CAPITAL PRIVATE LIMITED has reported $500 million in assets under management. The firm has been in business for over 10 years, having been founded in 2010.
The following table showcases BUOYANT CAPITAL PRIVATE LIMITED’s assets under management, number of advisors, and years in business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 11 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Portfolio analysis and asset allocation
- Tax planning
- Insurance services
Client Types:
BUOYANT CAPITAL PRIVATE LIMITED primarily serves individuals, families, and small businesses. The firm also works with institutional clients, such as pension funds and charitable organizations. With a diverse range of clients, the firm has the expertise to cater to different investment needs and goals.
Fees & Compensation:
BUOYANT CAPITAL PRIVATE LIMITED charges a percentage of assets under management. This means that the firm’s compensation is tied to the performance of its clients’ investments, aligning the firm’s interests with their clients’ success. Apart from this, the firm may also charge additional fees for specific services, such as financial planning or tax preparation.
Background:
The team at BUOYANT CAPITAL PRIVATE LIMITED combines years of experience in the financial industry with deep knowledge of investment analysis and management. This helps them provide clients with tailored advice and personalized solutions to achieve their financial goals. The firm’s commitment to excellence has earned them a reputation as a trusted financial partner for clients.
Financial Advisor Disclosures to Know:
It is important to note that BUOYANT CAPITAL PRIVATE LIMITED has no disciplinary actions or regulatory sanctions against the firm or its employees. This means that the firm has a clean record and follows strict ethical and legal standards in its operations. The firm’s financial advisors have a fiduciary duty to act in the best interests of their clients, meaning they must prioritize their clients’ needs above their own.