About Manavi wealth®
Manavi Wealth®: Your Partner in Wealth Creation and Management
At Manavi Wealth®, we believe that wealth creation and management should be accessible to everyone. Our mission is to provide our clients with comprehensive, competent, customized, and classy solutions in these areas using mutual funds and portfolio management services (PMS). We also offer risk management tools like term insurance, personal accidental insurance (disability insurance), health insurance (mediclaim insurance), and travel insurance.
Our team of experts has years of experience in the financial industry. We understand that every client has unique needs when it comes to wealth creation and management. That's why we take a personalized approach to each client's situation. We work closely with our clients to understand their goals, risk tolerance, investment horizon, liquidity needs, tax implications, among other factors.
We offer a wide range of mutual fund schemes from various asset management companies (AMCs) across different categories such as equity funds, debt funds, hybrid funds or balanced funds etc., which are carefully selected based on their past performance track record as well as future potential for growth.
Our PMS service is designed for high net worth individuals who seek customized investment solutions tailored to their specific requirements. Our portfolio managers use a combination of fundamental analysis techniques along with technical analysis tools like charts & graphs etc., to identify the best investment opportunities across various asset classes such as equities or stocks , bonds or fixed income securities , commodities or gold/silver etc.
We also provide risk management tools like term insurance which provides financial protection against unforeseen events such as death or disability; personal accidental insurance which covers medical expenses arising from accidents; health Insurance which covers hospitalization expenses due to illness/disease; travel Insurance which provides coverage against trip cancellation/interruption/loss of baggage/passport etc.
At Manavi Wealth®, we believe that transparency is key when it comes to managing your wealth. That's why we provide regular updates on your portfolio performance, investment strategy, and market outlook. We also offer online access to your portfolio so that you can monitor it anytime, anywhere.
In conclusion, if you're looking for a partner in wealth creation and management who understands your unique needs and provides customized solutions tailored to your requirements, look no further than Manavi Wealth®. Our team of experts is here to help you achieve your financial goals and secure a better future for yourself and your loved ones. Contact us today to learn more about our services!