We follow a unique model of building synergy of people, process and technology in supporting you in the quest for wealth creation, protection and transfer.

Relationship Managers 

The first point of contact in client facing role. Our Relationship managers are qualified, experienced and well trained in handling clients needs at the micro level and ensuring customer delight.

Personal Financial Planners

Qualified financial planners with superior domain knowledge and experiance in designing financial plan and managing it with the clients. They ensure process quaity, regulatory comliance and macro level portfolio management along with product specialists and other internal/external experts.

Personal Service Manager

Dedicated service manager to support operations & service.

Central Team (Internal Experts)

Consists of financial advisors, service experts, research and analytics team and  domain experts (Insurance, Equity, Mutual Funds and Real Estate)

Central Team (Associated experts)

Panel of external experts serving specific needs in Accounting, Taxation, Legal and Specialised Investment Products.

Product & Service Partners

Product manufacturers and service providers including Mutual Funds, Insurance Companies, Banks, NBFCs, Stock Broking entities, Real estate firms, broking entities, Alternate Investment Funds, PMS providers and related service providers.

EFFORTLESS INVESTMENTS & TRACKING

• Wealth E Office 

The online repository and tracker of all your investments, to be accessed on desktop or on your mobile devices.

• Online Investments Platform

Enables easy investments in a seamless manner using the best in class technology for mutual funds, stocks and select insurance schemes.