Accept the following terms and conditions to continue.
On Signing up (via the website www.wealthprotekt.com or offline) with us, these Terms and
Conditions (the/ these ‘Terms’ or the ‘Agreement’) shall constitute a binding legal agreement between
you (the ‘USER’) and WealthProtekt Consultant (‘wealthprotekt’), a company incorporated in
Kollam, Kerala, India, whose registered office is at Kollam, Kerala 691007, India.
When used in these Terms, “wealthprotekt”, “we”, “us” or “our” refers to WealthProtekt Consultant
with whom you are contracting
1. YOUR CONSENT
By accessing and signing up on www.wealthprotekt.com, you are agreeing to these Terms in their
entirety.
2. THE USER
2.1 Minimum Age Requirement
You must be at least 21 (twenty-one) years of age and above to access the WealthProtekt Consultancy
services
2.2 Terms of Use
If you register with the WealthProtekt Consultant, you agree to provide us with accurate information
and update it as needed for accuracy, from time to time.
3. DESCRIPTION OF SERVICES
The Parties agree that the Consultant will provide the services attached hereunder in exchange for the
agreed consideration to be provided by the Client.
The Consultant Services are as follows:
1. Financial advice and consultation to secure the Client’s finances, assets, and properties.
2. Subject matter expert (in Banking and Financial Sector) advice and suggestions to the Client
3. Help the Client anticipate and mitigate financial risks
4. Assist in the development of budget plans and create strategies to maximise assets and
resources
4. AGREEMENT
The Parties hereby agree that the Consultant shall:
1. Keep confidential any documents, information, or other materials provided by the Client and
not disclose such information to any other parties without prior written consent from the Client.
2. Perform the services in a professional and competent manner
3. Maintain timely and accurate status reports for the Client and promptly notify the Client if the
scope or timeline of the project has changed,
4. Comply with all applicable laws and regulations.
5. FEES
In consideration of the foregoing, the User agrees to pay a fee for the services described under
‘Flexible options’ as per the agreed payment structure agreed with WealthProtekt.
A PERSONAL CFO FOR YOU !
As your Personal CFO, I provide comprehensive financial management services to individuals or families. I will be
responsible for overseeing all aspects of a client's financial life, including budgeting, investing, tax planning, risk
management, estate planning, and retirement planning. Being your professional companion who works closely with you to
develop a customized financial plan that aligns with your goals and objectives, and then implements the plan to help you
achieve financial security and success. My goal is to provide expert financial guidance and support to clients, helping
them make informed decisions and achieve their long-term financial goals.
About me
I have more than three decades of experience in Retail Banking & Wealth Management at HSBC Bank, across multiple
geographies. I have spent the last 14 years managing the NRI business in the Middle East, and have recently retired as the
NRI Head of HSBC UAE & OMAN. Leveraging my customer relationship skills, I now offer personalized advice and
consultation services to clients, as their Personal CFO. My expertise includes creative financial planning, finding
holistic solutions, and identifying the best investment opportunities to protect your assets and optimize returns.
Having dealt with HNIs throughout my career, I understand their psychology and biases when making financial decisions.
This allows me to tailor make wealth protection strategies based on one's needs.
My approach
I believe in a client-focused approach, where I take the time to understand your unique needs and goals. I
then create a
personalised financial plan that’s designed to help you achieve those goals.
How it works
My Consultancy service is designed to be convenient and hassle-free for my clients. You can easily get in touch with me
via our website or phone. I will work with you to schedule a personalized consultation.
How I make it possible
Inform
Reduce your frustration by providing you with the clarity to resolve your financial needs.
Ethical
A strong commitment to ethical behavior
and maintaining client confidentiality.
Focus
Customer centric solutions to your financial needs, by analyzing complex information.
Communication
Ability to explain complex financial concepts in a clear and concise manner in your choice of language.
Leave a message.
Email:
clementphilip@wealthprotekt.com
Ph./WhatsApp:
+91 85907 87557
Address:
WealthProtekt Consultant, Thangasseri, Kollam, Kerala 691007, India.
