Startups
Accumen Wealth Pvt Ltd offers wealth management and financial solutions to private and institutional clients. Its expertise encompasses a range of asset classes including mutual funds, fixed income, equity & lending solutions.
With a view to have better informed and better equipped investors, we have established a platform to assist investors to adopt proper investment planning. Our services include the following:
1. Wealth Management
2. Unlisted Shares / Private Market Transactions
2. Tax Consultancy
3. Other services through Referral Arrangements: In order to provide our clients with a one stop solution we have referral tie-ups with experts within the Industry. These include Investment
banking, Lending Solutions for Individuals & Corporates / Debt Syndication, Estate Planning / succession Planning, Offshore Investment Opportunities for Domestic clients (Under the liberalised Remittance Scheme) and NRI clients and Real Estate Consultancy.
We comprise of a team with about a collective work experience of 32 years in the field of wealth management, accountancy and taxation.
With a view to have better informed and better equipped investors, we have established a platform to assist investors to adopt proper investment planning. Our services include the following:
1. Wealth Management
2. Unlisted Shares / Private Market Transactions
2. Tax Consultancy
3. Other services through Referral Arrangements: In order to provide our clients with a one stop solution we have referral tie-ups with experts within the Industry. These include Investment
banking, Lending Solutions for Individuals & Corporates / Debt Syndication, Estate Planning / succession Planning, Offshore Investment Opportunities for Domestic clients (Under the liberalised Remittance Scheme) and NRI clients and Real Estate Consultancy.
We comprise of a team with about a collective work experience of 32 years in the field of wealth management, accountancy and taxation.
Overview
Location
India, Maharashtra, Mumbai
Employees
1-10
Founded date
2013
FAQ about Accumen Wealth Pvt Ltd
When was Accumen Wealth Pvt Ltd founded?
Accumen Wealth Pvt Ltd was founded in 2013.
Is Accumen Wealth Pvt Ltd still active?
Yes, Accumen Wealth Pvt Ltd is active.