Platinum Wealth
Company

Platinum Wealth

Financial Services Chandigarh, Punjab, In 11 employees
Employees
11
Contacts
1
Emails
1

Platinum Wealth Overview

Headquarters
Chandigarh, Punjab, In
Industry
Financial Services
Employees
11
Founded
2021
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Platinum Wealth

Feel the joy of Financial Freedom with Platinum Wealth where Trust, Transparency and Professionalism meets to give a long lasting Financial Independence. Platinum Wealth is a Wealth Management firm based out at chandigarh, having team of people with practical experience of average 14 years. At present we are having 120+ satisfied clients. We are Authorised Person of NSE & BSE through Kotak Securities , AMFI registered Mutual Distributor . We provide end to end Financial Solutions by using our rich knowledge of Investment , Insurance, Income tax , Estate services, Loans to the clients as per their short-term and long-term requirements . Our core purpose is to provide ‘One stop solutions’ thereby making people enjoy a financially secured life . Our team comprise of highly educated and skilled Wealth Managers having NISM accredited titles such as Certified Private Wealth Manager, NSE accredited title Certified Financial Goal Planner Our product bouquet include Mutual Funds, Shares, PMS/AIF, Bonds, NCDs, Corporate Fixed deposits , Health Insurance , Life Insurance , PreIPOs, Market Linked Debentures

Platinum Wealth Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Platinum Wealth Org Chart

Sample employees and titles
Name Title Contact
Satvinder Mehra Cpwm® Cfgp®
Email
Kulwinder Singh Business Associate
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Harpreet Singh (Cfgp) Co-founder & Director at Platinum Wealth
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Ankit Madaan Managing Partner - Platinum Wealth
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Associate / junior 1 profile

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