Overview
Employees
1 to 10
Founded Year
2018
Location
State
Maharashtra
PIN Code
400607
Address
Dharmveer Anand Dighe Saheb Marg, Thane, Maharashtra, India, 400607
Contact
Social Links
Description
NorthStar Wealth is a boutique wealth outfit.
We cater to the financial needs of individuals (affluent, HNI's & NRI's), family offices, corporate treasuries, and trusts, associations, societies & clubs funds.
We do goal planning, financial strategies & distributions of financial products of all asset classes (equity, mutual funds, tax savings bonds, corporate deposits, pms, aif, real estate, insurance, loans, sme funding).
We carry a cumulative of 60 years' experience in financial services industry ranging from financial planning, investment advisory & banking services.
The partners have earlier been associated with various reputed platforms in the banking and the wealth management space at leadership positions.
Services / Products
Keywords
Investment Services, Wealth Management, Financial Planning, Insurance, Risk Cover, Estate Planning, Wills, Trusts, Loans, Equity, Debt, Gold, Real Estate Advisory, Commodities, Pms, Aif, Private Equity, Hedge Funds, Reit, Mutual Funds, Investment Strategies, Goal Setting, Portfolio Management, Personal Cfo, Risk Assessment, Tax Strategies, Wealth Transmission, Liquidity Solutions, Equity Investment, Debt Management, Capital Markets, Financial Independence, Financial Security, Asset Allocation, Retirement Planning, Nri Services, Tax Planning, Health Insurance, General Insurance, Life Insurance, Financial Education, Wealth Advisory, Investment Advisory, Corporate Finance, Real Estate Investment, Treasury Solutions, Premier Wealth, High Net Worth Individuals, Educational Funding, Financial Goals, Savings Plans, Data-Driven Decisions, Customized Strategies, Financial Clarity, Unbiased Advisory, Sustainable Investments, Wealth Protection, Financial Transparency, Consultative Approach, Trust & Compliance, Investment Management, Financial Services, Law Practice, Legal Services