Simplify Your Investment Management

Monitor, organise and track your transactions online with our e-wealth services.

E-Wealth

Experience a secure, simple, and convenient way to manage your investments online. Whether it's keeping tabs on your portfolio history or handling transactions in real-time, our e-wealth services ensure you're always in control of your investments, making informed decisions at every step.

Answering All Your Investment Needs

Dedicated Relationship Manager

A personal manager to guide you in your investment journey.

Clear Overviews

Single-window view into your portfolio and its performance.

100% Online

Digital solutions to access, manage, and control your investments.

Live Tracking

Real-time look into SIP, mutual funds, and investment details.

Comprehensive e-Wealth Services

Portfolio History

Get a complete picture of your investments. Our e-wealth services provide a clear view into the history of your Mutual funds, SIPs, MARS, PMS and other investments — over an insightful dashboard. It helps you analyse past decisions and plan future moves with clarity.

Tax Statement

Bring transparency into your taxes. The e-wealth platform offers comprehensive P&L statements, tax reports, and dividend history for your portfolio, enabling you to adjust your investments for the tax season.

Online Transactions

Make transactions online with just a few clicks. From mutual funds to direct equity, our e-Wealth services allow you to execute transactions seamlessly, helping you align and adjust your portfolio as per your financial goals.

Individual Product Reports

Dive deep into each of your investments. We offer detailed reports on individual holdings, giving you insights into their performance that help you make informed decisions for further growth.

Years of Experience
0 +
Satisfied Clients
0 +
Crore Assets Under Assessment
200 +

What People Loved About Our e-Wealth Services

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Md Nadim Khan

Managing Director

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Md Nadim Khan

Managing Director

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Md Nadim Khan

Managing Director

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Md Nadim Khan

Managing Director

What Sets Us Apart

Multigenerational Vision
Helping you build, strategize, and preserve your wealth to last generations.
All-in-one Platform
Giving you access to multiple financial products over a single platform.
Proactive Support
Offering proactive investment advice based on in-depth market analysis and on-field expertise.
Complete Transparency
Keeping you on track with your investments with regular updates and reports.

Explore How e-Wealth Can Streamline Your Finances