Wealth Management
Wealth management is a specialised service for high-net-worth individuals, designed to sustain and grow wealth over the long term.
Planning and specialised services, together
Wealth management combines financial planning with specialised services such as estate planning, tax planning and investment management. Its goal is to sustain and grow long-term wealth.
The net worth needed to qualify varies between institutions, but it typically starts at around ₹2 crore. The range of services is highly customisable to meet each client's specific needs.
Specialist attention for your wealth
Wealth management clients are highly valued by financial institutions. Many banks that offer both traditional banking and wealth management have dedicated teams just to serve them, and you deserve the same focused attention.
A three-layer approach to your wealth
Wealth management at EquityEdge Investments works in three layers:
Protecting wealth
Our first and main objective is to protect your invested capital from erosion.
Growing wealth
Next, we aim to keep your base capital growing, through reinvesting returns or growth in the value of investments, to build a stronger base over time.
Income from wealth
Finally, we focus on making your invested funds provide a regular stream of income, for reinvestment or for your own use.
Our other services
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