About Aadi Wealth Management, Private Wealth Management Firms, Private Wealth Management Companies

Private Wealth Management Firms, Private Wealth Management Companies

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About Us
FOCUSSED PROPERTIES

AADI WEALTH MANAGEMENT , India’s premier wealth advisor firm, is a private limited company headquartered at Barakhamba Road New Delhi and provides integrated financial services to institutional, corporate and individual clients across Real Estate, Mutual Funds,Fixed Income, Private Equity and Loans. Our customer first approach, ethical business practices and research based professional expertise has earned us an esteemed clientele and their continued patronage is a proof of our commitment to excellence.

Our Vision
TO EARN THE RESPECT OF OUR ESTEEMED CLIENTIELE AND BE KNOWN AS THEIR OWN MONEY TREE  –  INVEST, NURTURE & HARVEST

Our Purpose
AADI WEALTH MANAGEMENT is committed to mobilizing all the resources and expertise to offer solutions that best respond to each customer’s special needs, now and in the future.
We make a personal commitment to earn and merit your complete trust and a professional commitment to provide the very best consulting services to grow your wealth . We enjoy what we do and our clients really benefit from our honest up front advice and assistance. Our corporate philosophy drives us towards bringing you the best wealth solutions- from future planning for children, to getting the keys of your dream home, to retirement planning through

  • Need based consultative selling where investment decisions are made in accordance with customer’s profile & unique requirements.
  • Mutual trust –transparency with regards to fee structure , accurate picture of portfolio & its performance
  • Mutual trust – responsibility with regards to recognizing & mitigating risk
  • Build long-term relationships by dedicating our experience to your advantage.
  • Portfolio management based on asset allocation, diversification and product selection
  • Periodic reviewing of the portfolio on an ongoing basis for strategic rebalancing through our team experts

   
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