Sharath Bhat's Contact Details

Sharath Bhat's Company Details

Atom Prive Financial Services

, Karnataka, India • 11 - 50 Employees
Financial Services

Atom Privé is defined by a dynamic team of wealth management professionals with the perfect blend of integrity, intelligence and enthusiasm.We bring an exceptional blend of state-of-the-art technology and top-notch wealth advisors with an average of 19 years of experience to the table . We believe in innovation and are guided by strategic counsel from a judicious advisory board. Our investment philosophy is centred around the following aspects of wealth management:1. Wealth Creation: Creating wealth over time with steady and reliable returns.2. Wealth Preservation: Creating safety nets for our investors' financial security.3. Wealth Bequest: Smooth transmission of wealth to the future generations.4. Life Vault: Systematic Organization and careful preservation of your documentation. Helping you ensure that people who matter the most have timely access to all the vital, useful and heartfelt information that they may need.We connect all the dots in our clients' journey from money to wealth.We are strong advocators of data-driven research and truly believe that it adds value to our expertise in handling investments. The result, therefore, are robust portfolios, each of them customised in perfect alignment with our investors' financial objectives. We also help our clients in building an ark designed to weather storms and stay as protected as possible. At the end of the day, we know that every individual has their own version of financial freedom and values every single aspiration that gets tagged to it. It is precisely the reason why making the wealth management process a holistic one is so important to us too.