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VerifiedFinancial Services· Founded 2013

Accumen Wealth Pvt Ltd

Accumen Wealth Pvt Ltd offers wealth management and financial solutions to private and institutional clients. Its expertise encompasses a range of asset classes including mutual funds, fixed income, equity & lending solutions. With a view to have better informed and better equipped investors, we have established a platform to assist investors to adopt proper investment planning. Our services include the following: 1. Wealth Management 2. Unlisted Shares / Private Market Transactions 2. Tax Consultancy 3. Other services through Referral Arrangements: In order to provide our clients with a one stop solution we have referral tie-ups with experts within the Industry. These include Investment banking, Lending Solutions for Individuals & Corporates / Debt Syndication, Estate Planning / succession Planning, Offshore Investment Opportunities for Domestic clients (Under the liberalised Remittance Scheme) and NRI clients and Real Estate Consultancy. We comprise of a team with about a collective work experience of 32 years in the field of wealth management, accountancy and taxation.

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HeadquartersMumbai, IndiaEmployees10(1 to 10)Founded year2013Websiteaccumenwealth.comLinkedIn profileLinkedIn

Verified contacts

6

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LinkedIn employees

10

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

65

organic / mo

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Top roles at Accumen Wealth Pvt Ltd

6 distinct titles indexed · top 6 shown.

  • 1co-founder
  • 1director
  • 1executive
  • 1finance intern
  • 1product and marketing head
  • 1web designer

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