The season of festivals is back with loads of exciting bumper offers. These offers tempt the rigid mind to not spend much into piling up bills & ending with empty pockets. However, one can ensure the balance with a little planning that will help the flow of capital, instead of a money crisis at the end.. Based on the individual’s needs & goals, a wealth manager helps you with valuable advice and other services related to financial balance during the festive season.
Here are some top wealth managers who can prove to be your savior during the festivities, to save you from financial/money crisis.
House of Alpha
A focused lifestyle financial planning and wealth management advisory that helps their clients use their money to live the best life possible. Their comprehensive planning solutions along with best in class investment advisory provide clients efficient risk-reward payoffs at lowest possible costs. Incepted in September 2021, the tech-driven startup is the brainchild of Harish Menon, Saumil Parikh and Bhuvanaa Shreeram that leverages intuitive technology to help clients identify, achieve and maintain their desired lifestyle without the fear of running out of money or leaving too much behind.
Validus Wealth
Validus Wealth is a next generation private wealth platform focused on serving Indian HNW and UHNW clients which was started in September 2018. It aims to offer investments, lending, succession planning, and protection services for investors in India. With presence across 9 cities (Mumbai, Delhi, Bangalore, Chennai, Pune, Goa, Hyderabad, Ahmedabad, and Chandigarh), it employs nearly 150 wealth management experts from foreign and local firms.
Sanctum Wealth
Sanctum Wealth is a full-stack wealth management platform that oversees more than ₹17,000 crores of client assets for more than 1,100 high-net-worth families in India and abroad. Founded in April 2016 through the acquisition of the Royal Bank of Scotland’s India Private Banking business, our vision is to be the most trusted wealth advisor in India. Headquartered in Mumbai, we have presence in six major Indian cities, including Mumbai, New Delhi, Bengaluru, Chennai, Kolkata, and Ahmedabad. Through our two legal entities and six regulatory licenses, we provide clients a range of services that include investments, estate planning, real estate, and private transactions.
Ladder7
Wealth Planners is a SEBI Registered Investment Adviser. Ladder7 have evolved into an eminent, well-regarded financial planning & investment advisory firm in India that is trusted for their professional competence, relied on for the top quality of advisories and depended upon due to their integrity, ethics & trustworthiness. Ladder7 has become a leading, respected player in the financial planning & wealth advisory space in India.
We have been in the field of financial advisory since 2004 making us one of the most experienced, trusted financial planners/advisers in India. Ladder7 specializes in offering detailed & holistic Financial Planning/advisory services to our clients in India & worldwide, with the help of technology.
