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  • Boost

    Equity MF, Equity PMS, Equity AIF

  • Stabilise

    Debt MF, Hybrid MF, Bonds, CFDs, AIFs

  • Save Tax

    Equity Linked Saving Scheme, Insurance, Capital Gain Bonds

  • Multiply

    Private Equity, Start-up Funding, Pre-IPO

  • Insure Secure

    Life Insurance, Health Insurance, Business Insurance

  • Risk Profile

    Assess your Risk Profile, Know your asset allocation

Unique solutions personalised to your needs

Custom Wealth Solutions

Want a Customised wealth report for free?

One size does not fit all in wealth management. Get a comprehensive wealth report personalised to your financial needs.
Get a Free Wealth Report

Our Services

PMS

Bonds

Private Equity & AIF

Mutual Funds

Venture Capital

  • Intuitive Dashboard
  • Real time goal tracker
  • Tax and Other Detailed Reports
  • Real-time Goal Tracker
  • Graphical View
  • Digital locker for your important documents

Our Services

Portfolio Management Services
Bonds
Estate Planning & Wealth Transfer
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Private Equity & AIF
Mutual Funds
Venture Capital

Why Activwealth

Get Personalised wealth Assistance with No Advisory Fee

End to End goal tracking Know your real time milestone progress

Comprehensive wealth planning based on risk profile and asset classes One size does not fit all in wealth planning

Intuitive Investment dashboard, Detailed wealth reports & Tax assistance

Tailor-made Investments meant for High Net worth Investors

No Investment bias, Complete trust & transparency

Our Specialization

Venture Capital

Financial Planning

Investment Diversification

Goal tracking