Nuvama Wealth and Investment Ltd
Nuvama Wealth, Rani Jhansi Road, Block E 4, Jhandewalan Extension, Karol Bagh, New Delhi, Delhi
(4)
Nuvama Wealth, Rani Jhansi Road, Block E 4, Jhandewalan Extension, Karol Bagh, New Delhi, Delhi
(4)
Nuvama Wealth and Investment Ltd (NWIL) was incorporated on February 7, 2008 as a public limited company and is a wholly owned subsidiary of Nuvama Wealth Management Limited (formerly Edelweiss Securities Limited). The company got listed on September 26, 2023 and is one of India’s leading distributors and stock brokers.
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4 customer reviews
Revin
Financial Advisors
Vikas from Nuvama was patient in understanding my requirements and promptly getting back working out a proposal. Once we decided to go ahead, Vikas has been part of every step until realisation of the policies and investments. I am happy with the Good work and services offered. More...
Arjun Amla
Reviewed on Google Maps
Nand Kishor
Good
Reviewed on Google Maps
Vrica Vij
Financial Advisors
Vikas and Priyanka were both excellent. They were professional and clear and gave me various combinations to work with. I'll be happy to work with them.
What do you love most about your job?
Having healthy investment discussions with my clients and knowing about them & their goals prior to strategizing investments for them.
What inspired you to start your own business?
I am associated with Nuvama Wealth and Investment Ltd (formerly Edelweiss Broking Ltd) since the last 4 years as a Senior Wealth Manager and have an overall work experience of 15 years.
Why should our clients choose you?
I have overall 15 years of work experience dealing with High-networth and Ultra High-networth individuals in the field of wealth management / financial planning, retirement planning, goal-based planning, tax planning, equity advisory.
During this duration, I have succesfully managed client assets worth ₹60 Cr & above, did regular reviews & rebalancing (as and when required) of client portfolios and have helped people in their wealth creation journey.
Can you provide your services online or remotely? If so, please add details.
Yes I can provide services remotely as well as online.
What changes have you made to keep your customers safe from Covid-19?
We follow all hygiene practices while meeting our clients such as using face masks and hand sanitizers.
Investment Planning
Retirement Planning
Taxation Planning
Family Office Management
Financial Planning and Advisory
