We are a Vintage Wealth Management firm offering our Personal Finance and Wealth management services through SIPGullak® Brand Partners to the following locations across India:
Pune | Bangalore | Delhi | NCR
Our Experienced Financial Advisors consists of CFP’s, Debt Specialists, Analysts, Investment Banking/Equity Brokerage professionals managing over ₹90 Crore(~$12.16 Million) AUM for over 100+ families across India. Our Advisory team is certified/affiliated by the following professional authorities:
* NISM Certified Retirement Advisor
* NISM Certified Mutual Fund Distributor
We offer following services to all our Retail, HNI and NRI clients:
- Financial Planning
- Goal Based Investing
- Wealth Management
- Estate Management
We are Institutional Merchant Banking channel partners to facilitate the Private Placements and Capital Services to our clients based on their risk profile and will continue to expand our service offering’s in the Institutional space.
The demographics of our clients includes Senior Executives from Manufacturing/Pharma/Services sector, Home Makers, Doctors, Defense Services, IT Professionals to name a few. We also cater to investment portfolio for NRI Clients based out of Americas, EU and the Emirates.
Talk to our Financial Advisors to help address your needs
Pune/Bangalore : (+91) 884 - 774 - 6446
Delhi/NCR : 0120 - 4560601
email : invest@sipgullak.in
Web : http://sipgullak.in
Follow our Social Media Handles with “@SIPGullak” for personal finance news and advice.
Facebook : https://www.facebook.com/SIPGullak/
Twitter : @SIPGullak
Company Details
- Employees
- 1
- Founded
- -
- Address
- Pune, Maharashtra, In
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- sipgullak.in
- Keywords
- Financial Planning, Wealth Management, Tax Planning, Estate Management, Portfolio Review, Portfolio Performance Analysis, Goal Based Investing, Investment Advise, Retirement Planning.
- HQ
- Pune, Maharashtra
Sipgullak® Questions
Sipgullak®'s website is sipgullak.in
Sipgullak®'s LinkedIn profile is https://in.linkedin.com/company/sipgullak
Sipgullak® has
1 employees.
View email and phone details for 1
employees at Sipgullak®.
Sipgullak®'s industry is
Investment Management
Sipgullak®'s categories are Investment Management
Sipgullak®'s founding year is 2017
