Investment Advisory

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Our Knowledgeable Advisory Services

Wealth Managers is a SEBI registered Investment Advisor.

The investment advisory practice is headed by well qualified professional holding the C.A., C.F.P. qualification and also holding the CFA (USA) charter. All client facing employees are required to be CFP certificants.

The Investment Advisory division caters to the special needs of:

  • Family Offices
  • Ultra-high Net Worth Individuals

For Long-term, responsible and enterprising investing, a rational framework a based on fundamental analysis draws support from Quantitative, Technical, Global and Domestic Macro Analysis.

The journey from theory to practice benefits from our study of behavioral finance. The experience of dealing with company promoters, businessmen and elite professional helps us in actively navigating portfolios with judgement and discretion.

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