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Overview

Founded Year
2023

Location

State
Haryana
PIN Code
122009
Address
Gurugram, Haryana, India, 122009

Contact

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Description

For every investment decisions, it is extremely crucial to have a bespoke services of a wealth manager. Team Investorsarthi Wealth Managers have over two decades of experience in diverse asset classes. Our service offering stands apart as it focuses on building a Comprehensive Financial Plan for the client with due regard to their current financial standing, identifying & defining future goals based on time horizon & desired risk tolerance levels, and devising a strategy to divest across different asset classes to achieve their financial goals and independence. We are associated with Industry pioneers & leaders & offer solutions in varied asset class –
• Life Insurance
• Non-Life Insurance
• Mutual Funds
• Fixed Deposits
• Real Estate
• Corporate Bonds