Committed to Helping Our Clients Succeed​

You Need A Reliable Wealth Manager That Helps Deal With Your Investment Matters​

LOCATION

MUMBAI, MAHARASHTRA

FREE PORTFOLIO REVIEW

+91 – 9137019153

Professional and Experienced Wealth Managers

YOU’VE COME TO THE RIGHT PLACE

We believe that Wealth Management is not just about managing your financial portfolio, but rather the entire journey of building your wealth.​

It should be comprehensive and personalized to your needs, which is why we offer a product basket with customized portfolios, quarterly review of our clients’ portfolios and much more!​​

We have been in business for over 15 years and have built a reputation as an unbiased advisory firm which helps clients achieve their goals by providing them with unrivalled service and transparency. We take pride in our ability to help you succeed financially by providing an unbiased opinion on all aspects of your investments.​

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One App
Does it all!

Enjoy seamless access and sync across phone, tablet, and laptop with our cloud-based app. Stay connected and productive anywhere, anytime, with unmatched flexibility and power

OUR SERVICES

we offer a comprehensive suite of services designed to help you achieve financial security and prosperity. Our expert team is dedicated to providing personalized solutions tailored to your unique financial situation and goals. Explore our range of services.

Investment Tools

Robust Platform, Unit Trusts, Global Equity, Securities, Bonds.

Risk Management

Identification, Analysis, Response, Mitigation, Monitoring.

Taxation Planning

Timing, Income, Purchase, Redemption, Deduction.

Insurance Planning

Human Life Value, Protection, Risk, Coverage, Unexpected Events.

Financial Strategies

Funds Availability, Sources, Statements, Management, Monitoring.

Retirement Planning

Time Horizon, Estimates, Tolerance, Estate Planning, Accumulation.
MF
MUTUAL FUNDS
INSURANCE
AIF
PMS
STRUCTURED PRODUCTS
SGB
FD & BONDS
STOCK ADVISORY

Curated
Essentials

Wide Range

Discover a collection of thoughtfully curated products designed to meet your every need.

It's as easy as One-Two-Three

Quality Portfolio Building and Excellent Customer Service is what we Pride Ourselves In

1

ALIGNMENT OF INTERESTS

Investment decisions that are in the best interests of both the firm and its clients.

2

EXPERTISE

Guidance on investment trends shared by our experiences of managing our investments.

3

OUTSTANDING REPUTATION

Walls aren’t the only things that keep a business standing.

We'll Show You How

CLIENT SUCCESS STORIES

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Mainstay Wealth

Over 200 happy clients active in our community. We are still waiting for you!

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