About Madison-India Management Advisors Private Limited
Madison-India Management Advisors Private Limited is a leading financial services firm that specializes in providing comprehensive and customized management advisory services to its clients. With a team of experienced and knowledgeable advisors, the firm is committed to providing expert financial guidance to help clients achieve their financial goals and maximize their returns on investments.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive financial management advisory services
- Utilizes a personalized approach to understand the unique financial needs and goals of each client
- Provides expert guidance to help clients make informed decisions about their finances
- Helps clients navigate through the complex world of finance and investments
Facts and Insights
Madison-India Management Advisors Private Limited has been in business for over 10 years and has established a strong presence in the financial industry. The firm has managed to build a solid reputation for itself by consistently providing high-quality and reliable financial advisory services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 10 years |
The firm’s impressive assets under management and experienced team of 10 advisors make it a highly sought-after financial advisor among clients looking for expert guidance and management of their finances.
Financial Services Offered
Madison-India Management Advisors Private Limited offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services offered include:
- Investment management and advice
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth management
Client Types
The firm works with a wide range of clients including individuals, families, and businesses. No matter the size or complexity of the client’s financial matters, Madison-India Management Advisors Private Limited is equipped to provide tailored solutions to meet their needs.
Fees & Compensation
Madison-India Management Advisors Private Limited charges an annual fee based on a percentage of the client’s assets under management. This ensures that the firm’s interests are aligned with those of its clients, as they only receive compensation when their clients’ investments perform well. The firm also discloses all fees and potential conflicts of interest to clients, maintaining transparency in its operations.
Background
Madison-India Management Advisors Private Limited was founded in 2009 by experienced financial professionals with a passion for helping clients achieve their financial goals. With their combined expertise and dedication, the firm has grown into a trusted and reputable financial advisor in the industry.
Financial Advisor Disclosures to Know
As a responsible and ethical financial advisor, Madison-India Management Advisors Private Limited is committed to adhering to industry regulations and disclosures. Some important disclosures for clients to be aware of include:
- The firm may receive compensation from third-party providers for recommending their products or services to clients.
- The advisors at the firm may also have relationships with other financial institutions, which may lead to conflicts of interest.
- The firm may use discretion when making investment decisions on behalf of clients, which means they may invest in securities outside of the client’s risk tolerance or investment objectives.
However, the firm is dedicated to maintaining transparency in its operations and will always disclose any potential conflicts of interest to clients.