Paul Mampilly – A Successful Investor And Initiator Of Wise Investment

Mr. Paul Mampilly started his successful career with Bankers Trust, where he was employed as a junior portfolio manager. He quickly rose to prominent positions at prestigious corporate institutions, including ING and Deutsche Bank. While working at ING and Deutsche Bank, Paul Mampilly was in charge of the management of multimillion-dollar accounts. Paul Mampilly was also recruited by Kinetics Asset Management to manage its hedge fund. Under the management of Mr. Mampilly, the assets of the firm rose from $6 billion to $25 billion. This gave an average annual return equivalent to 26%.

Mr. Paul Mampilly also participated in the admired investment competition that was held by Templeton Foundation. He joined the competition with an investment of 50 million dollars. Paul managed to convert the investment to $88 million within one year. The most impressive fact of the achievement is that Paul managed it during the financial crisis of 2008 and 2009. However, Mampilly grew tired of making money for the rich. He wanted to help many people who were in need of help. As a result, a newsletter known as Profits Unlimited was founded. Through Profits Unlimited, Paul Mampilly can use his expertise and skills to help several people from different backgrounds. According to Paul Mampilly, the research done by Profits Unlimited comes at a cost that many Americans can afford. It provides you with what you cannot find on the Wall Street because it only caters to the needs of the super elite.

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Even though he left Wall Street, Paul Mampilly is still involved with investment activities. He continuously follows the trend and performance of various companies and markets. Through his trading skills, Paul can successfully invest both his money and money of other people as well. Paul understands that investment is simple. You only need to stick to the basics of buying and selling the pattern. As an investor, Paul Mampilly knows that you can only be successful when you satisfy the needs and interest of your clients. A good investor is the one who strives to make the lives of other people better. For that reason, Paul has continued to offer investing services to many individuals with the hope of giving them the chance of experiencing a wise investment.

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Wealth Solutions Provides Highly Customized Wealth Management

Wealth Solutions is a Texas-based registered investment advisor. The firm specializes in wealth management, financial planning, and retirement planning. The company was established by Richard Blair in 1994.

As a wealth manager, the company assists individuals, families, and small businesses in portfolio management by diversifying investments and seeking the best returns based on individually tailored approach. These customized solutions, rather than generic products, are one of the reasons why clients choose this company.

In addition, financial planning services involve creating both short- and long-term plans that take into consideration individual goals and circumstances. Wealth Solutions provides answers for a variety of financial needs such as college funding. For example, it helps with 529 Plans. This company can also assist with estate planning.

When it comes to retirement planning, clients get assistance with complexities involved in saving for retirement. Help is given in setting up and investing in retirement accounts, while many resources are used including 401(k)s, Individual Retirement Accounts (IRAs), mutual funds, and annuities. Since this is all about building a nest egg, conservative approach is used in this area of investing.

Richard Blair holds quite many professional designations related to wealth management and financial planning. He’s a Registered Investment Advisor (RIA), Certified Annuity Specialist (CAS), Certified Fund Specialist (CFS), Certified Income Specialist (CIS), and Retirement Income Certified Professional (RICP).

Richard follows a 3 Pillars Approach. First, client’s goals, strengths, and risk tolerance are analyzed, and a financial roadmap is laid out.

Finally, client’s insurance needs are analyzed. After all, not everything can be predicted and unfavorable circumstances do occur. Right insurance helps to mitigate negative impacts.

To manage his company, Richard has a team of assistants at Austin, Texas office. The whole company is dedicated to servicing clients and providing quality investment advise. This ensures that successful long-term relationships with clients are established.

If you’re looking for asset protection and professional advise, with financial and retirement planning, as well as wealth management solutions, this could be a right place for you.

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