Midas wealth advisory Pvt Ltd
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Midas Wealth Advisory Pvt Ltd, established in 2011, specializes in comprehensive financial planning and wealth management services. With a history dating back to 1993, the Founder Director has a strong background in financial and tax planning.
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1 customer review
Neil
Good office and professional team
What do you love most about your job?
Currently, company is advising and providing services in diversified financial services in the area of Risk management retirement planning cash flow mgt wealth creation tax planning and estate planning through different financial product and services like mutual funds AIF PMS, Direct equity, equity advisory, insurance like health and Life ins , corp FD , Corporate Bonds, commodity , Global equity and commodity.
What inspired you to start your own business?
Understanding the crucial necessity for professional financial planning and wealth creation in India, our Founder Director, Mr. RK Agrawal, recognized the void left by unskilled and unprofessional entities, leading to significant financial scams. This realization prompted the urgent need for a company that operates with professionalism, expertise, proper qualifications, and strict compliance adherence. Identifying the potential and community demand for robust financial planning, Mr. Agrawal, a technologically adept individual, prioritized hassle-free operations and services utilizing the latest technology.
The advent of technological advancements has empowered our business to extend scalable services to remote regions in India and globally. The acknowledgment of Team Midas' expertise by our esteemed clientele reinforces our commitment to providing exceptional services.
With a steadfast belief in asset allocation and risk management over the last two decades, Midas Wealth Advisory Pvt Ltd guided its clients through diverse asset classes during the challenging Covid period. During times akin to the Covid situation, substantial market corrections in equities prompted us to recalibrate portfolio risk appetites, ensuring that our clients benefit maximally from our knowledge and experience.
Why should our clients choose you?
With three decades of experience, we have honed our expertise to provide astute financial advice and foster lasting client relationships. We provide astute financial planning and Wealth Management.
Can you provide your services online or remotely? If so, please add details.
Midas Wealth Advisory offers a seamless digital experience with our dedicated webpage, client onboarding online, and proprietary mobile app. Leveraging sophisticated software, our office is equipped with Zoom meeting and studio rooms, along with a conference room, enabling comprehensive online counseling services for our clients to address your unique needs and explore strategic alterations to achieve your evolving portfolio goals.
We also communicate on
- WhatsApp (9545572086)
- Email (2neilkulkarni@gmail.com)
What changes have you made to keep your customers safe from Covid-19?
With a steadfast commitment to asset allocation and risk management over the past two decades, Midas Wealth Advisory Pvt Ltd has diversified its clients' asset classes, particularly during the Covid period. The market witnessed significant corrections in equity markets during such challenging times. As a result, we diligently reshaped portfolio risk appetites to ensure our clients maximized the benefits derived from our knowledge and experience.
Mutual Fund distribution
At Midas Wealth Advisory Pvt Ltd, we specialize in expert mutual fund distribution, meticulously analyzing portfolios to align with your financial goals. Also we do frequent portfolio review and make adjustments as per market direction.
Equity and PMS AIF
Unleash Growth Potential with Equity and PMS Expertise
At Midas Wealth Advisory Pvt Ltd, we navigate the complexities of the equity market to maximize returns, while PMS ensures tailored strategies for a diversified and thriving portfolio. Elevate your investment experience with us.
Corporate Fixed Deposit and Bonds
Mitigate Risk, Maximize Returns
Secure your investments with our Corporate Fixed Deposits and bonds, offering an attractive interest rate of up to 10.40%. Partnering with esteemed companies like Shriram Finance Ltd, Bajaj Finance, HDFC Bank Ltd, and Mahindra Finance Ltd, IIFL Securities Ltd, etc.
We not only optimize returns but also provide a hedge against market corrections, addressing liquidity risk.
Invest wisely with Midas Wealth Advisory Pvt Ltd.
Insurance
Safeguard Your Future with Affordable Premiums from Midas Wealth Advisory Pvt Ltd.
At Midas Wealth Advisory Pvt Ltd, we prioritize your peace of mind. Our insurance offerings come with the best and affordable premiums, backed by reputable companies such as PNB MetLife and Life Insurance Company. Ensure a secure future with coverage tailored to your needs.
