KW Wealth Advisors Pvt. Ltd. is a boutique wealth management firm. We serve the financial needs of sophisticated multi-generational families, business owners, endowments, retirees, and individuals. Our holistic approach enables us to create an investment strategy aligned with your unique goals. We embrace solutions leveraging the latest in technology as well as a more traditional investment experience.
We also provide treasury management and financial counselling services to NGOs, charitable institutions, start-ups, SMEs, individuals, families, and organizations.
We build with you, and empower you to build beyond finance to a more fulfilling life.
I have been associated with KW Wealth Advisors for over 5 yrs. The initial step was consolidating my existing portfolios as I had investments in various places, and I was finding it extremely hard to manage. The team at KW Wealth Advisors helped me consolidate all my investments which were presented to me in a single document – this made managing my investments easier. The team has always paid attention to my needs and requirements and has made suggestions after...
- Nand K Vachani
I have been associated with KW Wealth Advisors for the last 6 years. They have helped me and my family revamp our existing portfolios and insurance policies. They understand our requirements and help us achieve our goals through carefully thought out plans. I am extremely happy with their services and can rely on them for all my investments and financial planning.
- Mr. Hitesh Ahuja
I have been dealing with KW Wealth Advisors Pvt. Ltd since 2003 and highly recommend their services. They have assisted me with my financial planning and investments, and I have been extremely happy with their service. I have also recommended them to a number of my friends and family and they also are very happy with the service rendered by them.
- Mr. Shantanu Mukherjee
The efforts put in by KW Wealth Advisors into looking after and protecting portfolios of their clients have been laudable. Personally, I’ve liked their mode of working within their organization, viz. Delegating, Supporting, Analysing and Acting. This leads to effective and successful functioning. I would like to wish them continued success in their ventures and in their entrepreneurship.
- Mr. Satya Pal Ratti
KW Wealth Advisors have been advising me for several years on investments in debt and equity funds. I have found their advice well researched displaying a good knowledge of market conditions and the overall economic conditions. Would be quite comfortable in recommending them as a sound financial advisor.
- Mr. Arvind Pande
When I retired from my government job as an Additional Secretary in 2008, I had no clue about how to manage my retirement funds. I was contemplating to park money in Fixed Deposits with PSBs, since that was the only familiar avenue for me. Just at that time, KW Wealth Advisors approached me to manage my funds ion a non-conventional way and helped me to analyse my requirements, profile and access my risk appetite. They advised me to invest in...
- Dr. Veera Gupta