Penserra Wealth Management

Penserra Wealth Management provides personalized investment management, pension consulting, and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm builds customized portfolios tailored to each client's specific goals, time horizon, and risk tolerance, typically operating on a discretionary basis where the firm makes investment decisions on the client's behalf. Penserra Wealth Management also offers comprehensive or targeted financial planning, covering retirement, cash flow, and overall financial strategies. Financial planning and investment management fees are negotiated between the client and their specific representative, with portfolio management fees charged as a percentage of the value of your portfolio, and financial planning billed at hourly or fixed project rates.