AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
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What do we do? - Assist clients in structuring a long-term strategic portfolio across various financial asset classes
- Work together with clients to achieve personal financial milestones and business goals
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How do we do? - Determining your Current financial Situation
- Establish Investment Goals
- Determine Asset Allocation
- Select Investment Options
- Monitor, Measure & Rebalance
How do we do? - Determining your Current financial Situation
- Establish Investment Goals
- Determine Asset Allocation
- Select Investment Options
- Monitor, Measure & Rebalance
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Why choose us? - At iwatermark, our earnest effort is to understand our client’s needs, purposes, views and goals to create a dynamic investment portfolio
- Our rich experience in wealth management and client centric approach ensures to offer comprehensive financial planning solutions for wealth creation
Financial Planning
Through Financial Planning, we help you to be in control of your income, expenses and investments so that you achieve your goals.
Wealth Creation
We create ideal avenues to invest in Bonds, Corporate FDs, Mutual funds, PMS, Structured notes and other financial instruments.
We aid you with strategies and plans to achieve your future goals such as long-term wealth creation, Retirement Planning, Children’s education, Saving tax etc.
AMFI Registration Number-180975
Date of Initial Registration-16.June.2021
Current Validity of ARN-15.June.2027
