Accumen Wealth Pvt Ltd offers wealth management and financial solutions to private and institutional clients. Its expertise encompasses a range of asset classes including mutual funds, fixed income, equity & lending solutions.
With a view to have better informed and better equipped investors, we have established a platform to assist investors to adopt proper investment planning. Our services include the following:
1. Wealth Management
2. Unlisted Shares / Private Market Transactions
2. Tax Consultancy
3. Other services through Referral Arrangements: In order to provide our clients with a one stop solution we have referral tie-ups with experts within the Industry. These include Investment
banking, Lending Solutions for Individuals & Corporates / Debt Syndication, Estate Planning / succession Planning, Offshore Investment Opportunities for Domestic clients (Under the liberalised Remittance Scheme) and NRI clients and Real Estate Consultancy.
We comprise of a team with about a collective work experience of 32 years in the field of wealth management, accountancy and taxation.
Company Details
- Employees
- 9
- Founded
- -
- Address
- Dbs Heritage House, 1st Floor, Prescott Road,, Fort.,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- accumenadvisors.com
- Keywords
- Wealth Management, Lending Solutions, Tax Consultancy, Accountancy, Transaction advisory, Unlisted Shares, Private Markets, Pre-IPO.
- HQ
- Mumbai, Maharashtra
Accumen Wealth Pvt Ltd Questions
Accumen Wealth Pvt Ltd's website is accumenadvisors.com
Accumen Wealth Pvt Ltd's LinkedIn profile is https://in.linkedin.com/company/accumen-wealth-pvt-ltd
Accumen Wealth Pvt Ltd has
9 employees.
View email and phone details for 9
employees at Accumen Wealth Pvt Ltd.
Accumen Wealth Pvt Ltd's industry is
Financial Services
Accumen Wealth Pvt Ltd's top competitors are
Ekvity,
Unizon Fintech,
Unlistedkart - A Qapita Company,
Investopia,
Credent Global Finance,
Accumen,
Pinkbull Investors,
Accumen,
Elysium Capital,
Chryseum Advisors Llp.
Accumen Wealth Pvt Ltd's categories are Financial Services
Accumen Wealth Pvt Ltd's founding year is 2013
