A fixed deposit (FD) is a financial instrument provided by banks which...
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.
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.
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.
Read MoreA 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
Read MoreAligning 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.
Read MoreThe 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.
Read MoreWe 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.
Read MoreProtecting 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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