PSG Wealth Rosebank Revenue

Financial Services • Johannesburg, Gauteng, South Africa • 1-10 Employees

PSG Wealth Rosebank revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at PSG Wealth Rosebank

Shaun Kotwal

Director

Company overview

Headquarters	1 Hood Avenue, 1st Floor West Wing; President Place, Johannesburg, Gauteng 2196, ZA
Website	psg.co.za
NAICS	52
Keywords	Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Offshore Investing, Generational Wealth
Employees	1-10

PSG Wealth Rosebank Email Formats

PSG Wealth Rosebank uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@psg.co.za), used 40% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@psg.co.za	40%
{first name}	john@psg-online.co.za	40%
{first initial}	j@psg.co.za	20%

About PSG Wealth Rosebank

As complex planners and qualified investment professionals we deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future generations. Working with top industry professionals, we guide you and your family to make decisions that impact your wealth. Our Focus Personlisation Using modern analytics, we analyze your profile and risk appetite and then prepare a plan tailored to your unique situation and preferences. Intelligent investing Our advice philosophy is focused on Investment Styles rather than Asset Managers. We adjust these allocations based on market conditions and your personal goals. Action We provide you monthly consolidated reporting, gather all paperwork and work with all your professionals. Clarity We translate highly complex concepts into everyday language. Accountability We are committed to your success and we can’t stand conflicts of interest – and you shouldn’t stand for them either. We DO help you: -Meet your goals and objectives, by offering comprehensive wealth planning using modern analytics, machine learning and AI. -Sleep at night, we worry about your financial plan and portfolio, so you don’t have to. -Stay in the know, by offering consolidated reporting and an effortless client experience. -Ensure the Investment Managers entrusted with your Wealth are best in class. We Don't: -Reward product sales and investment management over advice unlike traditional banks and advisors. -Run proprietary research in-house. We leave that to experts with the focus and resources to execute on the strategies we advise you to execute. -We don’t churn wealth managers, our clients are serviced by the partners of the practice,

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

PSG Wealth Rosebank has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

PSG Wealth Rosebank has never raised funding before.

Frequently asked questions

PSG Wealth Rosebank is located in Johannesburg, Gauteng, ZA.

PSG Wealth Rosebank generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

PSG Wealth Rosebank has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

PSG Wealth Rosebank has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at PSG Wealth Rosebank

Shaun Kotwal

Director

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