Product Wealth

Wealth Management Product

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about the client’s wants and specific situation, then tailors a personalized strategy that uses a range of financial products and services.

Mutual Fund

Corporate Fixed Deposits

Portfolio Management

P2P Lending

Tax Saving Instruments

Alternative Investment Funds

Retirement Solution

Risk Management Product

Life Insurance

Health Insurance

Claims Management Services

General Insurance Products