Wealth Management
Helping you manage & achieve your financial goals
Your financial aspirations are our goals. We are a one-stop solution for all your wealth management needs – right from the success of your business to the planning of your personal and family finances.
We gain in-depth understanding of your unique situation and future goals and combine it with our analysis of the external environment.
This equips us to devise forward-looking holistic solutions that are strategically aligned with your risk profile and evolve with your financial ambitions. We strive to exceed your expectations and build lifelong profitable partnerships.
Our services
Helping you discover investment opportunities across markets
Nuvama Wealth, the wealth management arm of Nuvama, caters to about 1.2+ million affluent and HNI customers helping them manage their wealth and achieve their financial goals. Our unwavering commitment is to deliver the most ideal product to our customers at every stage of their wealth management journey, establishing us as their perfect partner of choice.
Our wide range of financial services includes distribution of financial products, short-term funding for employee stock option schemes, margin trade financing facility and broking services. We offer products across diversified asset classes including Fixed Income, Structured Products, Alternates, Portfolio Management Services, Equity, Credit, Mutual Funds, and Insurance, thus providing a plethora of options to suit each customer’s needs.
We possess a robust nationwide presence with over 1,200 in-house advisors situated across 70 locations in India. Additionally, our extensive partner franchise includes more than 23,000 partners spread across 450+ locations, further enhancing our ability to effectively serve customers throughout the country.
Make the most of your wealth with our specialized plans
Nuvama Private is one of the fastest-growing private wealth practices in India. Our clientele includes – New Age Entrepreneurs, Business Owners, Family Offices, CXOs and Corporate Treasuries.
With a sharp focus on value addition, we scrutinize markets to identify strategic opportunities and offer solutions that help your wealth grow. At the same time, we also keep a sharp vigil on the potential risk to ensure the preservation of your wealth and eventual transition to the next generation.
We embed innovation in our solutions and offer you personalised services designed to meet your needs and circumstances. We give your portfolios specialised attention and utilise our ability to meet your enterprise and personal wealth needs through our 360-degree approach
Advanced solutions for professional traders
Combine your professional trading experience with our data-driven insights, institutional approach and professional expertise for direct equities.
Our desk, dedicated to professional investors focuses on research covering actionable ideas, quant and technical research, IPOs and special situations; all bolstered by a trading desk comprising seasoned investment and trading specialists.
We also provide funding through Structured LAS
Key platforms
Our robust state-of-the-art platforms with insightful visualizations and charts, enable users to track, monitor, trade and invest easily.
Nuvama Markets
One-of-a-kind stock market app designed to let you carry the world of investing and trading in your pocket.
Nuvama Infinity
A portfolio with all asset classes created and managed by a team of experts, to suit your needs.
Nuvama Private App
State-of-the-art mobile app for our private wealth clients that serves as the one home for all their wealth management and reporting needs.