Wealth Management

Unique situation and future goals and combine

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.

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Nuvama Wealth

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

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Nuvama Private

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

Nuvama Professional Clients Group

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.

Our achievements

Outstanding Wealth Management Offerings for HI clients Global Private Banking Innovation Awards
Best Product Innovation Global Private Banking Innovation Awards
Best Private Bank for Family Offices, India Asiamoney Private Banking Awards
2020 – 22
Mobbys Award for Best Mobile App for Mobile Trader
Outstanding Wealth Management Offerings for HI clients Global Private Banking Innovation Awards

Here is what our
customers have to say

“Wanted to share some appreciation for the hard work and thorough follow up maintained since we got together to manage my small but valuable wealth. I have always learnt while growing up that one’s savings should act as a permanent earning member of the family. And who better than you, to advice me to sweat my assets! Thank you for managing 2 generations and 4 different mind sets of the family! You are the 5th member of the *** family; neutral and most wise”
Client, Nuvama Private
“A big thank you for the exceptional effort. We are truly impressed with the energy and ownership displayed by you and everyone else in getting this complex and time bound deal done. The relationship we have developed over the last few months has underscored my aspiration of what value a truly good Wealth Manager can add and the kind of relationship that can be developed. Let this be an example of the kind of service and value added we deliver to all our clients”
Client, Nuvama Private
“As I reflect upon the investment business, I like to take a moment to thank and pay my gratitude, for the unconditional support, patience and care. I feel we have been able to grow our portfolio because Nuvama has been able to understand, not just my requirements, but also of my brother and other family members. They have taken ownership of the portfolio and at most times consistently persisted with me that we stick to our defined objectives. I hope to develop on this relationship with Nuvama in the next financial year. I would also like to take this opportunity to thank you for your warmth and friendship”.
Client, Nuvama Private
“A truly professional and committed experience. Very pleased with the service and the methods for handling this endeavour. They are prompt and ever-ready to address and solve issues for the client leading to a pleasant & hassle-free experience. The domain knowledge, views and execution capability of the team are of very high standards. Thank you for the value-adding service till now and hope you continue to serve your clients similarly in the future”.
Client, Nuvama PCG
“We feel privileged to have been associated with the company for a long time now. Their competency in portfolio management made us further another step. The brand’s proficiency is well replicated by their FX Team’s efficiency in tracking the currency markets and taking the best way forward. Profitability, Benchmarking and Stop loss are key aspects of their Management that have helped our business immensely.We look forward to developing long-term synergies with the team”.
Client, Nuvama PCG