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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Verified contacts
6
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
65
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AJ
Alok Jain
Director · General Business & Management
EmailPhone - AJ
Amit Jain
Product and Marketing Head · Other
EmailPhone - AD
Antonio Dersno
Web Designer · Information Technology
EmailPhone
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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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