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When you are looking to invest your savings and grow your wealth, you may have to choose from an overwhelming choice of investments and platforms.
How do you decide which one is most suitable for you?
Here is a simple post to help you understand if the Ardan wealth platform is ideal for you.
Before we discuss the benefits of the Ardan Wealth Platform, it is essential to understand the basics of a wealth platform.
In simple words, it is a storeroom for your investments. A custodian holds the physical assets, and the digital format is stored on a wealth platform. Here it is easy to buy/sell and manage assets online.
A wealth platform makes it easy for you and your financial Advisor to monitor the portfolio to review and rebalance when necessary.
A wealth platform helps you achieve the following objectives of investing;
Here are the five key reasons to consider it
Given the complexities of investments and financial products, having a Financial Advisor Guide you through this maze can be helpful.
Your Financial Advisor can help you create a Holistic Financial Plan and design an investment strategy based on your goals, risk appetite, and preferences.
They can also help you review and rebalance your portfolio regularly to ensure that you are on the right track to achieving your objectives.
Ardan provides access to over 80,000 financial instruments, including Direct Mutual Funds, ETFs Stocks, Bonds, and Structured Notes. You can hold your cash and assets in one or more of the 11 currencies available on the Ardan Wealth Platform.
These assets can help you grow wealth, create passive income or do both.
You can also create multiple portfolios for different financial goals/objectives under the same account.
The Ardan Wealth Platform is transparent and highly competitive on charges. Their online technology increases efficiency and lowers the cost of managing a portfolio.
The Wealth platform comes with a Free Beneficiary Trust. You can appoint a Trustee and Beneficiary to ensure the seamless transfer of your wealth after you.
You are in complete control of your account as long as you are alive. It comes into force after you; to ensure that the assets are transferred to chosen beneficiaries without legal and succession challenges.
Ardan is a part of the International Financial Group Limited(IFGL). It provides investment, savings, and protection solutions to international investors worldwide, with 216,000 customers, and USD26 billion in assets under administration, and employs more than 550 staff.
The International Monetary Fund (IMF) recognizes the Isle of Man as a well-regulated offshore financial center of excellence as it holds an Aa3 sovereign rating (as of October 2020) from Moody’s for its financial strength.
This rating is higher than the USA and the same rating as the UK, UAE, and Hong Kong.
The Isle of Man Financial Services Authority (IOMFSA) aims to secure the safety of investors’ capital through stringent regulations. Hence it is an ideal location for your investments.
No one platform can be perfect, and like every platform, the Ardan Wealth platform also has the following shortcomings;
The Ardan Wealth Platform provides the following benefits;
It is ideal for long-term investors looking to accumulate and grow lasting wealth and distribute it to their loved ones without succession challenges.
As an Independent Financial Advisor, I can help you determine your financial goals/objectives and choose suitable platforms, assets, and investment strategies to achieve your objectives.
Click the link below to arrange a Complimentary Financial Planning Session.
Author, Blogger & Independent Financial Advisor. My goal is to give you actionable tools for creating passive income and building wealth. More than 10,000 expats have already used my ideas to jumpstart their journey towards financial independence. Connect with me to start yours...