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VerifiedFinancial Services· Founded 2021

Platinum Wealth

Feel the joy of Financial Freedom with Platinum Wealth where Trust, Transparency and Professionalism meets to give a long lasting Financial Independence. Platinum Wealth is a Wealth Management firm based out at chandigarh, having team of people with practical experience of average 14 years. At present we are having 120+ satisfied clients. We are Authorised Person of NSE & BSE through Kotak Securities, AMFI registered Mutual Distributor. We provide end to end Financial Solutions by using our rich knowledge of Investment, Insurance, Income tax, Estate services, Loans to the clients as per their short-term and long-term requirements. Our core purpose is to provide ‘One stop solutions’ thereby making people enjoy a financially secured life. Our team comprise of highly educated and skilled Wealth Managers having NISM accredited titles such as Certified Private Wealth Manager, NSE accredited title Certified Financial Goal Planner Our product bouquet include Mutual Funds, Shares, PMS/AIF, Bonds, NCDs, Corporate Fixed deposits, Health Insurance, Life Insurance, PreIPOs, Market Linked Debentures

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HeadquartersChandigarh, IndiaEmployees11(1 to 10)Founded year2021Websiteplatinumwealth.co.inLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

11

1 to 10 range

Open roles

no listings

Distinct roles

5

indexed titles

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0

tools in use

Monthly traffic

organic / mo

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Top roles at Platinum Wealth

5 distinct titles indexed · top 5 shown.

  • 3managing partner
  • 1assistant manager
  • 1co-founder, director
  • 1director
  • 1sales associate

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