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About Us |
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Advisory Products |
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We have significant experience of advising investors through
various market cycles. Our team comprises high quality
professionals with experiences spanning assignments in Asset
Management companies, private banking and other financial
distributors.
Our wealth managers are trained to offer Financial Planning
and end-to-end personalized investment management services for
Wealth Generation, Retirement Planning and Capital Buildup at
different stages of life. |
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Investment Products |
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We have
relationships with all major AMCs in the country and
leveraging on our network of wealth managers, and
channel partners, distribution of Mutual Funds
is a key strength of Way2Wealth.
Mutual Funds
Adivising retail individuals, HNIs and Corporate
Treasuries, we offer a choice of mutual funds spanning
all investment objectives and asset classes and have a
systematic 4-step advisory process comprising
Background Profiling, Risk Profiling, Model Portfolio
Creation, Review and Rebalancing.
We have a dedicated team of research analysts
specializing in mutual funds. Our research output
includes daily performance reports, weekly and monthly
updates, special focus articles as well as quarterly
portfolio updates.
To know more, click here.
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Portfolio Management |
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Our
Portfolio Management Services is an exclusive offering
from Way2Wealth that specializes in providing risk
managed investment solutions to discerning High
Networth Individuals, Non Resident Indians (NRIs),
Overseas Corporate Bodies (OCBs) and Indian
Corporates.
Our Discretionary Portfolio Management Service gives
investors the benefit of unbiased investment advice
designed to achieve their financial objectives. In
addition to managing client portfolios, we undertake
all operational activities such as custody, accounting
and reporting making it completely hassle free for the
customer.
To know more, click here.
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Corporate Advisory |
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Way2Wealth today services over 200 SMEs and Corporates for their Treasury Management, Hedging Programs, ESOP Structuring and Employee Tax Planning.
Specifically we offer the following services:
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Treasury Management
W2W advises Institutional and Wholesale investors for their investments in various asset classes to help manage their Treasuries and optimize the portfolio yields. A structured methodology is employed for assessment, portfolio modeling, performance measurement and periodic review.
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Hedging in Commodities and Currencies
W2W has a specialized team, with vast experience in domestic and global markets, advising corporates and SMEs in their hedging programs.
We help clients roll out their hedging policies, define optimum hedge scenarios with due scenario analysis and risk controls. Our capabilities in technical analysis help in further optimizing the entry and exit points for successful implementing of hedging strategies.
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ESOP Planning and Advisory
ESOP planning, structuring and plan execution are important tasks for corporates planning to issue ESOPs to their employees. We extend comprehensive assistance in the entire process. Further, we also assist corporate employees in sourcing ESOP loans through our tie-ups.
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Tax Filing and Financial Planning to Employees
Essentially an employee welfare initiative by corporates, we assist this initiative by rolling out temporary kiosks at work sites during the tax filing season. Corporate employees get spot advice and assistance in filing and submission of their Income Tax Returns through qualified chartered accounts.
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