Wealth Management
Wealth Management

Personalized and unbiased investment management through a range of services such as Financial Planning, Asset Allocation & Execution, Portfolio Management, Tax Management, Risk Management and Estate Management.

Expertise committed for your investment growth.


Financial Planning for Children Plans, Retirement and Corpus Growth.
Asset class-cum-sectoral based research and analysis of your portfolio.
Active management of your portfolio and its regular updates.
Experienced Investment Officers to assist you choose the right investment program.
Quarterly Portfolio Statement and review services.
Access to industry experts’ insights and assistance to decipher their impact on you.
Assistance offered in your Tax planning and management.
Avail assistance in derisking your investments through Risk Management tools.
Get specialised assistance for your estate planning and pension plans.
Benefit from recommendations through FundSDirect Factsheets.
Wide range of Equity, ETFs, PMS, REIT, Structured Products for specialised needs.