High Net Worth Individual
A high-net-worth individual (HNWI) is a person with a high net worth, thus one having investable finance excluding primary residence. Generally, HNWIs are risk takers who tends to analyse investment opportunities before committing resources.
Ultra high net worth individuals (UHNWIs) are individuals or families who have, significant investable assets, or with a disposable income in millions. These are super rich as next level above HNWI and mostly have needs considered to have characteristics similar to institutional investors.
HNWIs and UHNWIs are concerned with many things and at a minimum the following would be: maintain lifestyle in retirement, education funding for love ones, improve on investible assets return and wealth growth rate, protect current level of wealth, inheritance for family and ensure estate is well protected from avoidable tax, charitable deeds and help for the needy, protect interest of vulnerable individuals and groups, minimise respective taxes on income and assets, improve household cash flow, better manage elements of risk especially market risk and reputational risk.
HNWIs and UHNWI’s are mostly overburden with portfolio of products and services and as portfolio management team with we have necessary expertise to enable us offer professional services to HNWIs and UHNWI’s realise their portfolio objectives and enjoy life.
PMCT Accountants and Consultants have deliberately segmented its market to attract UHNWIs and HNWIs with tailor made services to meet the needs of its clients. We have developed practical strategies aimed at HNWIs and UHNWI’s by offering products (recommendations) and services that would help our clients realise the objectives.
We deliberately make our clients concerns our concerns and ensure our promise of helping clients achieve success, grow their business and increase assets value is not only an approach but also an objective.
Proficient Management Consulting and Training (PMCT) specialise in accounting, consulting and training services. We are committed to providing you with an end-to-end integrated services, IT solutions and products that meets personal and businesses unique requirements.
PMCT specialise in Accounting Services, Taxation, Consultancy, Risk Management, Software Solutions, Data Management, Financial Product Development, Risk Management, Compliance & Regulatory Reporting, OTC Financials, Emerging Markets and Training.
PMCT models are not just one of the very best but unique as our approach focuses on solution delivery tailored to satisfy specific client needs and requirements. PMCT provide progressive intelligent solutions to meet specific requirements of a business sector and or client regardless of size and geographical placement.