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Work Experience
Customer Support Executive
Present
Company Details
Wealth Advisors (India) Pvt. Ltd. is an independent financial advisory organization, offering the entire spectrum of Wealth Management and investment advisory services. Wealth Advisors works with clients in the Private Wealth Management , Family Office and Investment Advisory domains. Wealth Advisors’s core competence lies in providing unbiased advice & services using a wide range of financial products across asset classes. Spread over 8 offices in 7 cities, Wealth Advisors manages over Rs. 9000 Cr of total Assets Under Advice. Wealth Advisors is a SEBI registered Portfolio Manager and SEBI Registered Investment Adviser . Wealth Advisors was awarded the “Best Financial Advisor – South” award by CNBC TV18 for 2017, 2016, 2014, 2013, 2012 and 2009. The Wealth management offering covers Investment Policy formation asset allocation, Investment Management, Accounting , Reporting, Structuring for HNIs and NRIs. Wealth Advisors’ customised investment solutions are built on the back of a strong research focus, deep understanding of the taxation environment and an understanding of clients various reporting requirements. Legal Disclaimers: https://wai.in/linkedin_disclaimer.php
Year Founded
2004
Social Media
LinkedinFacebook
Industry
Investment Management
HQ Location
10, Lemuir House G.N.Chetty Road, T.Nagar Chennai, Tamilnadu 600017, IN
Keywords
Customized investment solutionsStrong focus on researchAccounting and Reporting capabilitiesUnbiased approach to recommendationsExperienced team
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