Wealth Management

Wealth Management

The rapid evolution of FinTech resulted in a parallel evolution of investor demographic as well. Technology disruptions have changed in the way Indian investors consume wealth management advice and services. Increasingly, both private and institutional investors are looking for consultants who can offer customised solutions in a time efficient manner. Financial services have always been at the core of all that we do at Almondz. Our Wealth Management Services are aimed at using the latest digital offering to transform the way our clients seek and pursue investment opportunities.

The dedicated Almondz Wealth Manager/ Relationship Manager have a constantly open channel of communication with our clients. For us this is an essential part of wealth management services as it helps nurture trust for the client and a leads to a better understanding of investment goals for the advisor. We leverage our long term relationships with financial institutions, fund houses and business enterprises to give our clients a multitude of diversified investment opportunities that have the potential of actualising their strategic financial goals. Armed with state-of-the-art monitoring technologies our consultants are experts in risk mitigation and aversion. Seamless, end-to-end communications with our distribution partners, clients, fund houses, asset managers, insurance companies, and service providers reduces the risk and deliver operational efficiencies.

Almondz Financial Product Offerings