Expat Wealth Management Services
Besides assisting you in managing funds, BankMuscat Expat Services can guide you in growing your wealth with the help of experienced and certified financial planners. They can help you identify your goals and objectives and suggest solutions towards meeting them.
We follow a well defined and simple process for providing a non-discretionary approach based on your individual needs and objectives starting with:
- Step 1:
Create a platform to know you better This step helps us in getting to know you and your objectives clearly. We get to understand your likes and dislikes as well as your experience in investments.
- Step 2:
Goal Identification This is an important step in the whole Wealth Management Process. We crystallize your goals and objectives through this process. The Short term, Medium Term and Long Term goals are clearly segregated to help identify products to suit individual needs.
- Step 3:
Risk Measurement This is the most critical step through which we identify your Risk Profile. The entire process of Financial Planning revolves around measuring your risk appetite.
- Step 4:
Customising your Portfolio Once the risk profile is identified, the portfolio for your investment is created from the approved list of funds and keeping your objective in mind. For more details and fixing up appointments with a Relationship Manager, mail firstname.lastname@example.org
Products and Services
We have a well diversified list of financial products to suite your investment objectives across the life-stages, be it for Home buying, Child’s education, Retirement Planning and the like.
Our range of products includes:
- Deposits in various currencies
- Mutual Funds – Indian and International
- Structured Products
- Money Market & Gilt Funds
- BankMuscat Mutual Funds
- Long Term Investment Products
- Investments in Stocks
For more details and for fixing up appointments with a Relationship Manager mail email@example.com.
BankMuscat Expat Services department does not offer any advice on specific stocks, mutual funds, any other investment products, insurance products and the like. The investments are not bank deposits or bank insured, are not obligations of or guaranteed by BankMuscat S.A.O.G (the bank) or any of affiliates or subsidiaries. The investor will not hold the bank or its employees responsible for any losses that you may suffer in connection with the investments. Past performance is not a guarantee of future performance. Mutual Funds are subject to Market Risks. Please read the offer document carefully before investing. This guide does not purport to be an offer, invitation or solicitation of any kind. This report is provided for information purposes only. The report is based on information generally available and is deemed reliable but no assurance is given as to its accuracy or completeness. BankMuscat (SAOG) is not accountable for any decision based on the contents of this report. The investor will indemnify BankMuscat and its officers, employees and staff against any loss or damage or other liabilities (including costs), which they may suffer as a result of reliance on such reports. Neither the information nor the opinions contained are to be construed as an offer to buy and sell securities mentioned above. This report is not to be relied upon in substitution for the exercise of independent judgment. Investors should judge the suitability of the securities to their needs.