Accumen Wealth Pvt Ltd

www.accumenwealth.com

Accumen Wealth Pvt Ltd offers wealth management and financial solutions to private and institutional clients. Its expertise encompasses a range of asset classes including mutual funds, fixed income, equity & lending solutions. With a view to have better informed and better equipped investors, we have established a platform to assist investors to adopt proper investment planning. Our services include the following: 1. Wealth Management 2. Unlisted Shares / Private Market Transactions 2. Tax Consultancy 3. Other services through Referral Arrangements: In order to provide our clients with a one stop solution we have referral tie-ups with experts within the Industry. These include Investment banking, Lending Solutions for Individuals & Corporates / Debt Syndication, Estate Planning / succession Planning, Offshore Investment Opportunities for Domestic clients (Under the liberalised Remittance Scheme) and NRI clients and Real Estate Consultancy. We comprise of a team with about a collective work experience of 32 years in the field of wealth management, accountancy and taxation.

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Accumen Wealth Pvt Ltd offers wealth management and financial solutions to private and institutional clients. Its expertise encompasses a range of asset classes including mutual funds, fixed income, equity & lending solutions. With a view to have better informed and better equipped investors, we have established a platform to assist investors to adopt proper investment planning. Our services include the following: 1. Wealth Management 2. Unlisted Shares / Private Market Transactions 2. Tax Consultancy 3. Other services through Referral Arrangements: In order to provide our clients with a one stop solution we have referral tie-ups with experts within the Industry. These include Investment banking, Lending Solutions for Individuals & Corporates / Debt Syndication, Estate Planning / succession Planning, Offshore Investment Opportunities for Domestic clients (Under the liberalised Remittance Scheme) and NRI clients and Real Estate Consultancy. We comprise of a team with about a collective work experience of 32 years in the field of wealth management, accountancy and taxation.

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Country

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City (Headquarters)

Mumbai

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Employees

1-10

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Founded

2013

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Potential Decision Makers

  • Co - Founder and Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Chartered Accountant

    Email ****** @****.com
    Phone (***) ****-****

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