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Wealth Management simplified

Also known as the Peter Parker principle, the quote “With great power, comes great responsibility.", applies equally to personal wealth. Sustaining, protecting and growing wealth is an onerous responsibility which can prevent one from truly appreciating the gifts it confers upon you and your family.

We at Fisdom Private Wealth intend to make this responsibility a bit easier on you. Our experienced wealth managers will provide you with the best-suited financial solutions for your unique requirements. With our robust technology platform, you can maintain oversight over your portfolio while also being able to drill down into the details anytime you wish to.

We offer multiple investment products like Mutual Funds, PMS, AIFs, Bonds, FDs, Structured Products, Insurance as well as international products.

SALIENT FEATURES

  • Experienced and empowered Wealth Managers
  • User-friendly app with one view of all your investments
  • Paperless process with instant online KYC
  • Focus on strategic asset allocation as opposed to transactional approach
  • Personalised portfolio management with timely reviews
  • Comprehensive bouquet of products & services
  • Customer centric approach to wealth management
  • Attractive welcome offer with complimentary tax filing & zero fee equity broking

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