Ekam Wealth Pvt Ltd
Mumbai, Maharashtra 400013, India
Mumbai, Maharashtra 400013, India
Our business is centred around you with an incredible pool of talented individuals and collective knowledge.
We endeavour to build a unique investment proposition and to unlock real wealth for a truly prosperous life.
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Financial Planning
Experienced strategists and investment planners assist to build your portfolio from scratch or rebalance your existing plan. A completely customized solution tracked by highly qualified relationship managers, personalized dashboards and analytical tools are available through our mobile application. Your priorities and risk tolerances are dynamically updated to create curated choices and simulated to test portfolio optimization.
WEALTH SERVICES
A bouquet of wealth services to preserve and protect the wealth of individuals, families, and corporates. You can be rest assured that your wealth will transfer to the next generations with our umbrella of services including trust and estate planning, domestic and offshore investing, tax planning, and long-term business solutions.
REAL ESTATE
Exclusive offerings that include specialized search processes, transactional assistance, and international property advisory through our partnerships with leading global real estate specialists. A key asset class that has no parallel in long term wealth creation is seamlessly integrated through our platform to track and review on a regular basis.
LENDING & STRUCTURING
A dedicated team of veterans strive to fulfill your individual and corporate needs across lending solutions, structured financing, private equity and FX solutions. We bring great expertise to the table on the back of successful fundraising and structuring deals across a broad clientele and various sectors through our group entities.
