What it does: We intend to provide our clients with investment solutions commensurate with their Time Horizon, Risk Profile and their Return expectations. At the core of our investment philosophy, is the ability to create long term wealth through diversified asset classes and products, which arises from our world class superior research and the ability to select solutions and products appropriate for the various types of portfolios based on their risk classification, time horizon and understanding of clients.
Mission: To be a responsible player in the Global Wealth Management, always striving to offer best in class products across investor’s life cycle. We strive hard to deliver consistent performance over the benchmark across all products, thereby creating customer satisfaction. Years of experience offers a broad range of investment products across asset classes with varying risk parameters that cater to needs of various customer segments with different time horizon.
Size and presence: Around 10+ employees, headquartered in Ahmedabad, Gujarat, India.
Best known for: Administrative and Paperwork Handling Services, Private Wealth Management, SIP Planning, Portfolio Management Services, Family Office, Bonds and Corporate FDs, Financial Planning, Loans, Fund Raising, Insurance, Mutual Funds,Real Estate Services, and NRI Services
The good bits: Inclusive Work environment, Supportive colleagues
The not-so-good bits: Sometimes work can get a little stressful here but you will get a lot of learnings for sure.
Indian Wealth Management is a leading wealth management organization focused on bridging the gap between savings & investments, creating a long-term wealth for investors through a range of simple, diversified and relevant investment solutions. We manage significant AUM (Assets Under Management) in the wealth management segment in India. We cater wealth management services for investors who are spread across the country, along with international wealth management mandates for clients across international markets in asset classes like Mutual Funds, Debt, Corporate & Government Bonds, Equity, Commodities, Portfolio Management Services (PMS), Real Estate Advisory etc. We offer a complete financial solution that encompasses every sphere of life, from Mutual Funds, Wealth Managements, Advisory for Life Insurance, to Investment Banking & Loans. Indian Wealth Management caters to the financial needs of individuals and corporates across the globe.
Indian Wealth Management (under the parent company Arhaum Enterprises) has been registered with AMFI, under registration code AMFI/111873. Currently, we are headquartered in Ahmedabad, India and the organization has a strong and dedicated network of relationships in India and works extensively with clients across the globe.
At Indian Wealth Management, you will be the guardian of our client’s wealth, appointed to understand and manage their investment needs. You will have the opportunity to work with a distinguished clientele and a diverse set of financial services.
At Indian Wealth Management, our interns work on projects that matter – and the team will rely on your skills and insights to help deliver the best financial advice to our clients. You’ll get the opportunity to work in a real corporate atmosphere and have fun along the way. This is your chance to show off your skills, implement and showcase your learning from classroom lectures and textbooks. We offer internships in all job families and product area, which include: Operations, Finance, Business Development(Sales), Information Technology, Marketing, Human Recourses(HR), Social Media Marketing.
The interview process at Indian Wealth Management may include multiple rounds of face-to-face interviews and some assignments.