A leading Financial Services and Solution Provider

Management

Wealth Management

We recognize that in addition to our investment management services, our clients have needs in other areas of their financial domain. In serving high net worth clients for many years, we have the experience and expertise to take a holistic approach when planning for the various complex aspects of each individual financial situation.

Financial Planning

In reviewing a client's financial picture and investment goals, we may uncover wealth management concerns or needs in such areas as:

∴ Retirement planning
∴ Estate planning
∴ Tax strategies
∴ Risk management/asset protection

With our experience in the field and independent professionals, we can help guide the client to answers for these issues. Some of the time, we will provide answers ourselves. Other times, we will refer the client to independent professionals for their expert advice or for the preparation of legal documents. In many cases, we find it is productive to actively participate in meetings between our clients and their other wealth strategy advisors. This active involvement minimizes the possibility of miscommunication and often helps our clients receive the customized attention they deserve.

To avoid any conflict of interest, we do not file taxes, draft legal documents, or sell insurance products. This allows us to focus solely on offering unbiased advice that is in the best interest of our clients.

FINANCIAL INSTRUMENTS

Equity Credit Capital has developed relationship with some of the Top banks in the world in providing several types of financial instruments to clients in need of recourse collateral, non-recourse collateral or credit-enhancement. We can arrange issuance of financial instruments on behalf of our Client from Major North American, European and international banks. We attract this through our Partners, Private US and International Banking Institutions, Investment Bankers. Our standard procedure is very clear and simple. We do not send out any Draft of LoI/ Contracts or Packages. All issuing procedures of financial instruments are agreed with every client individually.

Equity Credit Capital can arrange the following financial instruments that are widely used in international practice:

∴ Bank Guarantee (BG)
∴ Documentary Letter of Credit (L/C, DLC)
∴ Standby Letter of Credit (SBLC)
∴ Medium Term Note (MTN)
∴ Proof of Funds (POF)
∴ Safe Keeping Receipt (SKR)
∴ SWIFT Messages