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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.

Portfolio Management

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.

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Corporate Advisory

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:

  • 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.
  • 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.
  • 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.
  • 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.



Financial Planning