Services
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Services
At Wealth by Amit, we offer a comprehensive suite of financial services designed to meet the unique needs of each client.
Our focus is on helping you build, manage, and preserve wealth while ensuring your financial goals are met with confidence. Whether you’re a seasoned investor or just starting out, our tailored services provide expert guidance to help you navigate your financial journey.
We understand that every individual has unique financial goals, risk tolerance, and circumstances. That’s why we offer tailored investment strategies that are designed specifically for you. Whether you’re focused on growing your wealth, securing your future, or protecting your family’s assets, we create a customized approach that aligns with your needs.
With years of experience in the financial industry, our team brings a wealth of knowledge and expertise to the table. We are committed to delivering well-researched, data-backed advice that you can trust. Whether it’s equity investment, mutual funds, portfolio management, or estate planning, we have the expertise to guide you through every aspect of wealth management.
We offer a one-stop solution for all your financial needs. From investment advice and retirement planning to tax optimization and estate planning, our holistic services ensure that every part of your financial life is managed efficiently. You won’t need to look elsewhere for expertise—we’ve got you covered.
Integrity is at the core of everything we do. We believe in complete transparency, ensuring that you have a clear understanding of your investments, their performance, and any associated risks. Our open communication builds trust, and we are committed to providing honest, unbiased advice at every stage of your financial journey.
At Wealth by Amit, you come first. We take the time to listen to your goals and aspirations, crafting solutions that work for you—not just for today, but for the long term. Our client-first approach ensures that we are always working in your best interest, with a focus on delivering exceptional results.
We are committed to building lasting relationships with our clients. Our goal is not just to help you succeed financially today, but to partner with you in building long-term wealth and security for the future. As your life and financial goals evolve, we will be there to adapt and support your changing needs.
Equity Investment
We help clients make informed decisions on equity investments by offering insights into stock market trends, company fundamentals, and sector performances. Our approach includes:
- Personalized stock recommendations
- Risk management strategies
- Continuous monitoring of portfolio performance
- Detailed analysis of market conditions and opportunities
Mutual Fund Investments
We offer expert guidance on mutual fund investments that align with your financial objectives. Our services include:
- Selection of the best-performing mutual funds tailored to your risk tolerance
- Diversified portfolio construction
- Regular reviews to ensure your mutual fund investments are aligned with your financial goals
- Assistance in systematic investment plans (SIPs) and lump sum investments
IPO Advisory
Investing in Initial Public Offerings (IPOs) can be an exciting way to participate in a company’s growth from the outset. Our IPO advisory services include:
- In-depth analysis of upcoming IPOs
- Recommendations based on your investment strategy
- Assistance with IPO applications
- Guidance on post-IPO market behavior and strategy
Portfolio Management Services (PMS)
Our Portfolio Management Services (PMS) offer a personalized, hands-on approach to managing your wealth. We provide:
- Customized investment strategies to suit your financial goals and risk appetite
- Direct investment in equities, bonds, and other assets
- Active portfolio management with regular updates and reviews
- Access to exclusive investment opportunities
- Tailored tax planning to optimize returns
Intelligent Advisory Portfolio (IAP)
Our Intelligent Advisory Portfolio (IAP) combines the power of artificial intelligence and financial expertise to help you build a smart investment strategy. This service includes:
- Personalized portfolio recommendations driven by AI
- Real-time market insights and data-driven analysis
- Dynamic portfolio rebalancing to adapt to changing market conditions
- Automated risk assessment and performance tracking
- Ongoing advice from financial experts to enhance returns and mitigate risks
