Wealth Management

With our Wealth Management services, we aim to be a trusted advisor and money manager for its clients’ personal and business needs on a platform of transparency, product innovation and performance.We seeks to deliver to our clients not only investment management but active support of credit & capital requirement for their business needs.

The Wealth Management platform provides client several advantages :

The products offered includes:

• Digital access to all your investments details.

• Easy to use transaction platform for Mutual Funds, IPOs etc.

• Customized equity portfolios with Broking solutions.

• Extensive coverage of the markets through in-house and secondary research.

• Transparent fee plans.

A comprehensive solution for managing a family office, from setting up a family trust and managing the investment portfolio, to taxation and reporting.

For further information, please contact navin@moneynwealth.in or +91-7028900521