Balance & Harmony

Building your Portfolio Value

Measuring Success

Sow, Nurture & Protect

Play Video

Aadi Wealth MF Services

Delhi | Gurugram | Kanpur

AADI Wealth MF Services is a leading investment advisory and wealth management firm providing integrated financial planning, advisory and investment management services to Institution, Corporate and Individuals, servicing an investment corpus of over ₹350 crores.

Our Vision

To help our clients navigate through financial uncertainties with focused and innovative wealth management solutions, plan for your financial needs with optimum asset allocation, monitor and protect your investments so that you can enjoy the lifestyle and comfort you aspire for. For us, Success is your peace of mind.

0 +

Years of experience

0 +

AMC Partners

0 +

Awards

0 +

Happy Clients

WHAT WE DO

Our Services

At Aadi Wealth, our core aim is to serve our clients with dedication and integrity,
meet their expectations and build enduring relationship.

Mutual Funds

A mutual fund is simply a financial intermediary that allows a group of investors

01

PMS / AIF

Portfolio management services are intended for high-net-worth individuals who want personalised financial

02

FD & Bonds

A fixed deposit allows you to invest your funds for a fixed period of time and earn a return at a fixed interest rate.

03

Insurance

Insurance provides financial protection against a loss arising out of the occurrence of an uncertain event.

04

Share Trading & IPO

Exchanges have a pre-open trading session for IPO shares on their listing day. Companies use IPO funds

05

Real Estate

Real estate refers to land as well as any physical property or improvements affixed to the land, including houses

06

Empowering Business Growth through Technology

MOBILE APP

Get the app & Invest hassle free

Download the App Now!

Check out the Power of SIP

Would you like to start investing with us?

With so many different options, investing with us is simpler and more straightforward than ever before.

Why choose us

TESTIMONIALS

What’s Clients Says

It was a great experience to be associated with Aadi Wealth. I wanted to let you know my family and are very impressed with the quality and level of service that are received from Aadi Wealth.

Chandrashekhar Patidar

I have good experience with Aadi Wealth and also they provide me good suggestion on time to time and It was a great experience to be associated very supportive team.

Arun Yadav

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

Sunny Kant

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

Rohit Gupta