Wealth Management

Managing Money to Generate Wealth

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 info@moneynwealth.in or +91-7028900521