wealth management

Wealth Management

Equity & Derivatives

Investing in equity & derivatives was never so easy, our products and services are focused at making investments in equity & derivatives as simple as writing a cheque.

You have access to all news related to a stock, right from its results, earnings, bonus, share holding patterns etc. Also know about market developments, latest happenings, stock movements and lots more.

You not only get exposure against the cash margin in your trading account but we also automatically provide you with exposure against the shares lying idle in your DP account. All this comes to you at no extra charges.

To begin investing in equity & derivatives, all you need to do is open a trading account with us. Choose from our wide range of accounts to suit your investment needs.

Mutual funds

Mutual Funds are increasingly being touted as the retail investors' investment vehicle. But the key challenge is to choose the right fund. But it's simple. It only requires a bit of discipline and little time - hardly a cost for a secure financial future. We as a part of WI would surely advise a right fund to the investment objective. Recommending the best funds out of the given array would be backed up by research and competency.

Benefits are:

Professional Money Management

Fund managers are responsible for implementing a consistent investment strategy that reflects the goals of the fund. Fund managers monitor market and economic trends and analyze securities in order to make informed investment decisions.


Diversification is one of the best ways to reduce risk. Mutual funds offer investors an opportunity to diversify across assets depending on their investment needs.


Investors can sell their mutual fund units on any business day and receive the current market value on their investments within a short time period (normally three- to five-days).


The minimum initial investment for a mutual fund is fairly low for most funds (as low as Rs500 for some schemes).


Most private sector funds provide you the convenience of periodic purchase plans, automatic withdrawal plans and the automatic reinvestment of interest and dividends.

Mutual funds also provide you with detailed reports and statements that make record-keeping simple.

Flexibility and variety

You can pick from conservative, blue-chips, sect oral funds, funds that aim to provide income with modest growth or those that take big risks in the search for returns. You can even buy balanced funds, or those that combine stocks and bonds in the same fund.

Portfolio Management Services

A proactive approach towards managing your wealth could be achieved by our portfolio management services. Team WI would recommend the best portfolio solutions to its client through an extensive study of the portfolio performance, portfolio managers and other important parameters. Being an open option would certainly equip clients in choosing the best portfolios in the current markets. Needless to mention about the continuous monitoring and rebalancing the portfolios to enhance the retuns would be the top most priority.

WI has been associated to all leading portfolio management firms in order to extend the products to its clients. Being an independent identity would give an edge to the clients to choose the best amongst all possible options available in the industry.


Life Insurance

An essential element of risk management and financial planning, Insurance plays an important role in overall wealth creation. It covers three elementary risks of your life, the risk of living too long, the risk of living too short and maintaining the same standards to living after retirement. A life insurance policy not only makes an important contribution towards safeguarding your standard of living in later years of life, but also creates security for you and your family. These solutions will help you save tax, whilst ensuring a safe and secure future.

General Insurance

Your important possessions in life- your home, business and vehicle- are exposed (Uncertain events) to the dangers of natural disasters and social evils such as theft. Also, emergency medical expenses can put you under serious financial strain. Traveling too, involves risks such as accidents, loss of baggage or passports, and medical expenses. We can provide you with Insurance options that offer you security in your day-to-day life by providing time-tested, trusted financial solutions to give you all the security you need.

Structure products

A structured product is generally a pre-packaged investment strategy which is based on derivatives, such as a single security, a basket of securities, options, indices, commodities, debt issuances and/or foreign currencies, and to a lesser extent, swaps. The variety of products just described is demonstrative of the fact that there is no single, uniform definition of a structured product. A feature of some structured products is a "principal guarantee" function which offers protection of principal if held to maturity. For example, an investor invests 10 million, the issuer simply invests in a risk free bond which has sufficient interest to grow to 10ml after the 5 year period. This bond might cost 80 million today and after 5 years it will grow to 100 million. With the leftover funds the issuer purchases the options and swaps needed to perform whatever the investment strategy is. Theoretically an investor can just do these themselves, but the costs and transaction volume requirements of many options and swaps are beyond many individual investors.

As such, structured products were created to meet specific needs that cannot be met from the standardized financial instruments available in the markets. Structured products can be used as an alternative to a direct investment, as part of the asset allocation process to reduce risk exposure of a portfolio, or to utilize the current market trend.

Alternative investments

Investment into alternative investments ensures true diversification in the portfolios. Alternative Investments includes products like Private Equity Funds, Real Estate Funds, Structured Products, Investments in art and unique investment avenues like Film Funds. These offerings are available to discerning investors looking to diversify their portfolios and benefit from varied asset classes.

Wealth Management


Strategic Planning

Micro Finance