"One Stop Solution
for All your
Financial Needs"

Addressing the
needs of Individual investor

And planting the seed for secure future !

GOAL BASED Financial Planning
“Take charge of your financial future ”

Aligning goals to your investments makes it 300% more likely for you to meet them

Health Insurance …. Life Insurance & Critical Illness
Life is priceless, insurance is affordable

Don’t let medical emergencies ruin your Financial Peace —.

Retirement & SECURITY
You can be young without money but you can’t be old without it

SIP
Small is powerful …. A small step to big returns

Mutual fund

A mutual fund is an investment vehicle made up of a pool of funds...


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Fixed Deposit & Bonds

A fixed deposit (FD) is a financial instrument provided by banks which...


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Life Insurance

Life insurance is protection against financial loss resulting from...


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Health Insurance

These are costly times, with hospitals offering medical care...


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General Insurance

General insurance helps us protect ourselves and the things...


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I3 Wealth Management

I-3Wealth Management is an emerging enterprise working in the space of financial services sector with an objective to expand into Personalized Portfolio Management. The vision of the group is to build & offer structured products that offer unique solutions tailored to your specific needs. Whether you are concerned about growing your wealth through investments or maintaining a steady capital appreciation or planning for the next generation, or re-balancing your existing portfolio, we walk all the miles with you.

Who we are

About Company

The journey started with an idea of creating a platform offering Investment services which went on to become a passion for the team to offer need based investment products for our esteemed clients and help build a strong portfolio for them which should be capable enough to address all his financial needs at various stages in life. This success of ours is purely based on growth, trust and our mission statement is 3I - I Initiate I Invest I Insure I.


We cater products ranging from Mutual Funds, Bonds, Fixed Deposits from the financial domain to Life Insurance, General Insurance & Health Insurance from the risk domain. Our rich experience in financial services, combined with exceptional capabilities and strong process & system orientation, has enabled us to shape arising growth trajectory in our businesses.

Meet Our Team

Binal Bhanushali - HEAD - MIS & Financial Research

Many desktop publishin packages and web page editors sites still in versions have evolved over the years.

Monojit Bezboruah - Head - Products & Wealth Management

Many desktop publishin packages and web page editors sites still in versions have evolved over the years.

Make your hard earned money work harder for you

People says / clients


Why Us?


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A comprehensive evaluation of your Existing financial portfolio

Experts say without a timely review of financial plans, you are most probably bidding a goodbye to your financial goals.It is very important to know “what you own it and know why you own it ” . This is the first step in building a robust financial plan , Our team of experts analyse and evaluate your existing investments based on your Goals , risk profile and future needs to ensure that you are in the most suitable asset classes and that your chosen Assets are generating an acceptable level of return .

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UNBIASED ADVICE

Our advice is trusted, honest, and focused on what is best for you, not influenced by product sales. This means we recommend only the best-suited products, no matter how simple or complex it is, and show you ways to eliminate unwanted product from your portfolio.

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CUSTOMISED ROADMAP

A good financial plan is a road map that shows us exactly how the choices we make today will affect our future We draft a detailed financial report based on your comprehensive discussion with our Financial Planner; this serves as a critical roadmap for meeting your life’s objectives & provides absolute clarity on your investment purpose. We take time to understand your unique challenges and goals and provide solutions tailored to you. We maintain a one-to-one relationship with you and monitor the implementation and progress of the plan

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PRIORITIZING & GOAL MAPPING

Aligning goals to your investments makes it 300% more likely for you to meet them. We use a high-level technology & review platform along with our proprietary goal report, so that you’re always on track to meet your goals.

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RESEARCH & FORECASTING

The advice you get is highly professional, transparent, well researched and always in your best interest . Our in-depth expert analysis and economic research to help you make confident investing decisions.

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PORTFOLIO REVIEW

We conduct periodic reviews on your investment portfolio; weeding out laggards, optimizing your asset allocation & revisiting your life goals in the process. Reviews make a critical difference in reducing risk & return out performance of your investments.

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RISK MANAGEMENT

Protecting what is important? We understand that no two people are alike when it comes to investing. Risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investment instruments optimal for your requirements.

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Make A Difference With Expert Team

We provide premium customer support and offer affiliate programs.


Read More About Let's Work Together
  •   LG-45, Avior, Nirmal Galaxy,
    LBS Marg, Near Johnson & Jhonson,
    Mulund (W), Mumbai - 400080
  •   022 61277711 , 022 67703565
  • i3wealthmanagement@gmail.com

About i3 Wealth Management

I-3Wealth Management is an emerging enterprise working in the space of financial services sector with an objective to expand into Personalized Portfolio Management. The vision of the group is to build & offer structured products that offer unique solutions tailored to your specific needs.


Read more