Accumen Wealth Advisors Pvt Ltd

Financial Services - , Maharashtra, India

Accumen Wealth Advisors Pvt Ltd Details

Accumen Wealth Pvt Ltd offers wealth management and financial solutions to private and institutional clients. Its expertise encompasses a range of asset classes including mutual funds, fixed income, equity & lending solutions. With a view to have better informed and better equipped investors, we have established a platform to assist investors to adopt proper investment planning. Our services include the following: 1. Wealth Management2. Unlisted Shares / Private Market Transactions 2. Tax Consultancy 3. Other services through Referral Arrangements: In order to provide our clients with a one stop solution we have referral tie-ups with experts within the Industry. These include Investment banking, Lending Solutions for Individuals & Corporates / Debt Syndication, Estate Planning / succession Planning, Offshore Investment Opportunities for Domestic clients (Under the liberalised Remittance Scheme) and NRI clients and Real Estate Consultancy. We comprise of a team with about a collective work experience of 32 years in the field of wealth management, accountancy and taxation.

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Employees: 1 - 10
HQ: ["+91 98304 49456","+91 98317 93018"]
Location: , Maharashtra, India
Revenue:
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