Client Services

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.

Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organization. The access to the Client Desk is given through an highly secured, unique login-id and password to every client.

The information inside the desk is updated on a daily basis and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated & informed, anytime any where – through online access or through a mobile application.
MARS
E-Wealth A/c

We offer our services through personal counsel with each of our clients after understanding their wealth distribution needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Contact Us

The WealthWin
Contact Details:
Contact No: 9998974043
Email: TORALSOMAIYA2014@GMAIL.COM

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