Services

Our Work Begins and Ends With You

At Gulati Asset Management our objective is to meet the investment needs of each client.

We will commence our relationship with you by getting a complete understanding of your investment objectives as they relate to your specific expectations and unique circumstances. Then, and only then, can we succeed in our mission to define realistic goals, plan effective strategies and ultimately manage your investments wisely.

As an alternative to conventional sources of multilevel investment management, you will benefit from a direct relationship with the firm’s managing director. This means you will have one qualified individual to answer your calls when you need answers to important questions. It also means our staff will recognize you by your name – not just by your account number.

Such firsthand involvement by our most senior personnel ensures continuity – not only in the development of a well-planned investment program, but also in the long-term management of your portfolio.

Ongoing, personalized counsel directly from top management is what truly differentiates Gulati Asset Management from many other investment organizations. In fact, it is the cornerstone upon which we have built our business.

Professionals at Gulati Asset Management work with you to design an integrated plan that gives you complete control over your financial picture. Your Personal Financial Advisor meets with you to develop objectives for the near and long term. Your advisor draws on a team of experts in professional services: Income Tax Planning & Compliance, Investment Advisory, Estate & Trust, Accounting & Reporting, Family Office, Philanthropy, and Asset Protection & Insurance. Plus, if you have a need or preference to continue relationships with your existing advisors, these advisors are welcomed as part of the team to develop a life plan that best meets your wealth needs.

A client may think of their financial situation as a company, with them as the chief executive officer. Gulati Asset Management acts as the chief financial officer. In any given financial situation, Gulati Asset Management will provide all alternatives, and the positives and negatives of each and the proposed solution. As the CEO, the client always makes the final decision.

The professionals at Gulati Asset Management do not portray themselves to be experts in every area. When a question is asked, and an answer can not be given with 100% certainty, there is an array of experts who may be consulted. Services range from the very basic, such as bill paying or determining whether to buy or lease an automobile, to the very complex. An example of this is evaluating the viability of expatriation or covered call strategies on exercised employee stock options. Each client’s goals and objectives are different, resulting in a highly customized approach.

Services

Financial Planning
Investment Planning
College Planning
Retirement Analysis
Estate Planning
Cash Flow
Employee Benefit Analysis

Your Personal Financial Advisor helps you:

Implement wealth accumulation and protection strategies
Transfer wealth to family with lower tax liability
Adapt to changing market conditions
Proactively address complex tax issues
Consolidate your overall financial picture
Meet your charitable objectives

In the end, Gulati Asset Management will work diligently to help you gain control of your wealth, so you might save time and be free to focus on those activities most important to you.

Tax Planning & Compliance

Our Income Tax Planning & Compliance Services strive to provide you with the best tax planning strategies. Your Advisor will work along side your Certified Public Accountant to help minimize your tax risk and exposure, as well as help identify ways to reduce your overall tax responsibilities.

Investment Advisory

Our Investment Advisory Services offer objective, customized solutions to best fit your financial objectives. Concentrating on asset allocation plans and after-tax, risk-adjusted returns, your personal financial advisor creates, implements, and manages effective investment strategies. Since solutions, rather than product sales, are our focus, you receive expert advice on all the issues surrounding wealth management.

Estate & Trust

Our Estate & Trust Services are intended to ensure that your family and your financial legacy are secure for future generations.

Family Office

Our Family Office Services help you manage the administration that accompanies wealth and spending – from reviewing real estate purchase proposals to sourcing personal in-home services. Your advisor coordinates these services for you.

Philanthropy

Our Philanthropy Services assist you in establishing, setting goals for, and administering family foundations, charitable trusts, and grants. Your client Certified Fianncial Planner will work with you to set up effective investment and tax strategies, maximizing the social and economic benefits associated with these worthy pursuits.

A Wealth of Experience to Meet Every Investment Challenge

Our recommendations are always founded on clear, realistic goals which we define, of course, in partnership with our clients. To ensure that we maintain a complete understanding of each client’s income requirements, risk limitations and growth expectations, we schedule face-to face quarterly meetings and provide frequent written communications.

An Invitation to Meet Your Standards

Selecting an investment advisor is a major financial decision. It requires careful examination, compatibility of investment style, objectives, and a high degree of trust.