Support a boutique wealth management firm in delivering strategic investment solutions and purpose-driven asset allocation for affluent clients. 🎯 About the Role This on-site…
About Wealth Matrix
Wealth Matrix is boutique wealth management firm focusing on strategic investment solutions using our holistic wealth management metrics, robust risk management framework and suitable asset allocation aligned with purpose for affluent HNIs. We make the complex investment process simplified and customized for you and provide hassle free experience and peace of mind. We are a team of experienced Certified Financial Planners, Chartered Accountants and Ex. Bankers for providing professional experience. Ethics and Customer centricity are our core values. Individuals : Asset Allocation, Retirement Planning, Kids education & Estate Planning Corporate: Acts as consulting CFO, Treasury Management, Employee wellness.. Specialization : We work with Doctors, IT professionals and Entrepreneurs...
Specialties
- Wealth Management
- Investment Advisory
- Retirement Planning
- Estate Planning
- Debt Management
- and Risk Management