Company profile

Wealth Advisors (India) Pvt. Ltd

Industry
Investment Management
Employees
53
Headquarters
Chennai, Tamilnadu
Founded
2004
LinkedIn followers
1,126
Office locations
2

Wealth Advisors (India) Pvt. Ltd company summary

Wealth Advisors (India) Pvt. Ltd is a company in the Investment Management industry, headquartered in Chennai, Tamilnadu, founded in 2004. On LinkedIn the company has around 53 employees and 1,126 followers. The company lists 2 office locations. Its listed specialties include Customized investment solutions, Strong focus on research, Accounting and Reporting capabilities, Unbiased approach to recommendations, Experienced team.

What technology does Wealth Advisors (India) Pvt. Ltd use?

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About Wealth Advisors (India) Pvt. Ltd

Wealth Advisors (India) Pvt. Ltd. is an independent financial advisory organization, offering the entire spectrum of Wealth Management and investment advisory services. Wealth Advisors works with clients in the Private Wealth Management , Family Office and Investment Advisory domains. Wealth Advisors’s core competence lies in providing unbiased advice & services using a wide range of financial products across asset classes. Spread over 8 offices in 7 cities, Wealth Advisors manages over Rs. 9000 Cr of total Assets Under Advice. Wealth Advisors is a SEBI registered Portfolio Manager and SEBI Registered Investment Adviser . Wealth Advisors was awarded the “Best Financial Advisor – South” award by CNBC TV18 for 2017, 2016, 2014, 2013, 2012 and 2009. The Wealth management offering covers Investment Policy formation asset allocation, Investment Management, Accounting , Reporting, Structuring for HNIs and NRIs. Wealth Advisors’ customised investment solutions are built on the back of a strong research focus, deep understanding of the taxation environment and an understanding of clients various reporting requirements. Legal Disclaimers: https://wai.in/linkedin_disclaimer.php

Specialties

Customized investment solutionsStrong focus on researchAccounting and Reporting capabilitiesUnbiased approach to recommendationsExperienced team

Where is Wealth Advisors (India) Pvt. Ltd located?

Wealth Advisors (India) Pvt. Ltd lists 2 office locations.

Chennai, Tamilnadu, INHQ
10, Lemuir House
Chennai, Tamilnadu, IR
10, Lemuir House

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Frequently asked questions about Wealth Advisors (India) Pvt. Ltd

What does Wealth Advisors (India) Pvt. Ltd do?

Wealth Advisors (India) Pvt. Ltd. is an independent financial advisory organization, offering the entire spectrum of Wealth Management and investment advisory services. Wealth Advisors works with clients in the Private Wealth Management , Family Office and Investment Advisory domains. Wealth Advisors’s core competence lies in providing unbiased advice & services using a wide range of financial products across asset classes. Spread over 8 offices in 7 cities, Wealth Advisors manages over Rs. 9000 Cr of total Assets Under Advice. Wealth Advisors is a SEBI registered Portfolio Manager and SEBI Registered Investment Adviser . Wealth Advisors was awarded the “Best Financial Advisor – South” award by CNBC TV18 for 2017, 2016, 2014, 2013, 2012 and 2009. The Wealth management offering covers Investment Policy formation asset allocation, Investment Management, Accounting , Reporting, Structuring for HNIs and NRIs. Wealth Advisors’ customised investment solutions are built on the back of a strong research focus, deep understanding of the taxation environment and an understanding of clients various reporting requirements. Legal Disclaimers: https://wai.in/linkedin_disclaimer.php

How many employees does Wealth Advisors (India) Pvt. Ltd have?

Wealth Advisors (India) Pvt. Ltd has around 53 employees on LinkedIn.

Where is Wealth Advisors (India) Pvt. Ltd headquartered?

Wealth Advisors (India) Pvt. Ltd is headquartered in Chennai, Tamilnadu.

Where does Wealth Advisors (India) Pvt. Ltd have offices?

Wealth Advisors (India) Pvt. Ltd lists 2 office locations, including Chennai, Tamilnadu, IN; Chennai, Tamilnadu, IR.

When was Wealth Advisors (India) Pvt. Ltd founded?

Wealth Advisors (India) Pvt. Ltd was founded in 2004.

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