Austine Rolls Wealth Management : Real Estate Investment Proposal

Choosing your financial advisor is one of the most important decisions you will ever make – for your own future and for the future of your children; and that’s where we are happy to help you.

We offer strategic investment advice, realistic budget planning, and creative solutions to help you save for tomorrow while enjoying today.

With rising expenses for sustaining or improving lifestyle, now is the time to review your financial out come, you want an advisor who takes the time to listen and speaks to you in language you can understand.

This investment and financial planning proposal: 

  • Establishes reasonable expectations, objectives, and guidelines for the investment of your portfolio.

  • Sets forth an investment structure detailing the expected initial allocation among asset classes.

  • Creates the framework for a well-diversified asset mix that we believe will produce long-term returns in accordance with your level of investment.

Thank you for reviewing this proposal. Please contact me if you have any questions about these
recommendations or your financial portfolio in general.

YES YOU ARE IN SAFE HANDS.

Know Your Requirement

Personal Financial Planning

Investment
Advice

Wealth
Management

Well start by evaluating your current investment portfolio and financial planning. Well talk about your goals priorities, and dreams and choose a path that will get you there while optimising your current financial picture.

  • Evaluating if needed, your and income creating and a expenses, plan to eliminate consolidating liabilities in time for retirement.
  • Determining how much you can afford to invest in your portfolio.
  • Recommending adjustments to your current portfolio to-grow your wealth over the next 20 years and beyond
Once we have a handle on your current financial state, it’s time to put plans in place to grow your wealth and establish your long-term financial security You want your wealth to grow, but you want to minimize risk to your investment. We Austine Rolls Wealth management knows risk inside and out, and we’ll help you decide when to take a calculated risk to achieve a substantial reward.

 

Return on Investment

GOLD. 36%2010- RS.1900/-
2015- RS.2630/-
2020- RS.4860/-
12% PA
SHARES. TATA MOTORS
50%
2010- 258.
2015- 391
2021- 482
10% PA
REAL ESTATE
DEVANAHALLI
1 ACRE
2010- 80 L
2015 2.3 CR
2020-5.4 CR
200% RETURN FOR 5 YEARS

Our Investment Philosophy

All investors have a capacity to bear risk, and the best way to manage risk is to measure it, rather than relying on a traditional stock-to-bond ratio.

Over the long term, investors are rewarded for their Long term vision, also inveting at the right time.

Investment methodologies should be designed to pair a disciplined invetment management system with an active and flexible approach.

Investment tenure and return

12 Months
15%

20 % at the time of agreement within 5 days from booking. Rest of the payment according to the construction progress.

Buy back assured

12 Months
15%

20 % at the time of agreement within 5 days from booking. Rest of the payment according to the construction progress.

Buy back assured

14 Months
25%

50% at the time of agreement within 5 days
from booking. Rest of the
payment according to
the construction progress.

Buy back assured

14 Months
25%

50% at the time of
agreement within 5 days
from booking. Rest of the
payment according to
the construction progress.

Buy back assured

16 Months
35%

100% at the time of agreement within 5 days
from booking. Rest of the
payment according to
the construction progress.

Buy back assured

16 Months
35%

100 % at the time of agreement within 5 days from booking Rest Of
the payment according to the construction progress.

Buy back assured

PROS OF PROPERTY INVESTMENT

Passive Income
Growth Potential
Stability
Predictability
Increasing Value

PROFITS IN PROPERTY

  • RENTAL INCOME
  • FUTURE RESALE
  • STEADY SOURCE OF INCOME
  • SECURED ASSET

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