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What are your financial Needs?

Everyone has various financial needs which is to be achieved for leading a beautiful and stress-free life.
But before reaching these needs certain bridge of multiple realities has to be crossed.

I have just STARTED EARNING
I'm thinking of MY CHILD'S FUTURE
I want toown a home
I want to FULFILL MY DREAMS
I’m an EARLY INVESTOR
I'm preparing to RETIRE

Get personalised guidance
from an experienced mutual fund distributor!

Investing in any financial products without guidance of a financial planner is like taking a medicine without doctor's diagnosis.
We offer our expert advice for choosing the best investments products which will lead to your financial freedom.

ASSESSMENT

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

EXECUTING

Implement the tailored solutions by transacting in all the recommended financial products on one single platform.

TRACKING

Track your journey by reviewing and rebalancing your investments on a timely basis to make sure they are aligned with your financial needs.

Our
Product Basket

If you are looking for the right financial product, you are at the right place.
Starting from mutual funds to insurance and from real estate to other financial products, we have them all.
You can select your financial investment products as per your requirements.

New
Articles

Various articles on different investment topics giving you valuable insights about market is updated every month.
Latest news and trends will you to take better investment decisions.

Fund Manager Interview

About Platinum Wealth

One stop solution for all your financial needs

Our mission is to provide our clients with comprehensive, competent, and customized solutions in investment and insurance. We are committed to providing simple, unbiased, and uncluttered services to help clients meet financial objectives and enjoy a well-planned, secure life.

Our in-depth knowledge of Mutual Funds, PMS, AIF, Bonds, Insurance gives us a unique advantage when choosing the right products. We offer a single point of access with a holistic need-driven approach rather than product-centric. All offerings are designed with the client in mind, with long-term goals guiding recommendations.

Contact Us
+91 98801 91206, +91 70197 73053
pravin@platinumwealth.in
#5104, Prestige Nottinghill,
Kalena Agrahara, Bannerghatta Road,
Bangalore - 560076

Platinum Wealth
Office Address:
#5104, Prestige Nottinghill, Kalena Agrahara, Bannerghatta Road, Bangalore - 560076.

 

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