Wealth Management

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What is Wealth Management?

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from the client’s own attorney, accountants and insurance agent. Some wealth managers also provide banking services or advice on philanthropic activities.

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Risk And You

When a wealth plan is made, the first step is to assess your capacity for undertaking financial risk. The capacity for risk depends on your responsibilities, objectives, personality and many other variables. That’s why we support you with:

  • More tradable instruments
  • Better execution
  • Responsible risk protection



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We are on your side

As we primarily facilitate market access with prudent leverage we are on the side of our clients. Our main goal is to help you succeed.Cross device capability , always keeping your account information and trades up-to-date.

Trade when it suits you: Trade live from your individual watchlist, from the trade ticket, or straight from the chart.

Intuitive usability:Find your trading ideas with our flexible charting and data systems – and trade straight from the chart.

Be inspired:See what others are trading and get a fresh perspective on the markets – or train yourself for new markets in the abode1st Financial Academy.

Global market access from one account

abode1st brings to the market one of the most comprehensive offerings of any online investment bank, both across asset classes and covering the entire globe. All accessible cross-device and from a single account.

Equities
Mutual Funds
Insurance
Portfolio Management System(PMS)
IPOs
Currency & Commodity