“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1” – Warren Buffett
In the world of investments every investor wishes to stick by these two rules and we aim to aid you in your quest with our high quality and trusted products and services. With us you grow with your money.
We belive trust is also seen as an economic lubricant, reducing the cost of transactions between parties, enabling new forms of cooperation and generally furthering business activities; employment and prosperity
We designs the correct incentive for the correctly identified consumer, offered in an enticing environment. a company’s ability to focus the entire team across various functions to deliver the proposed experience
Being a true professional is a valuable and rewarding these attribute.
- Treat other with respect
- Keep your word
- Be loyal
- Exceed expectations
WHO WE ARE
Experienced Team To Get You Best Returns
As India’s economy keeps booming, wealth creation opportunities are also increasing by the day. But finding investment avenues that offer good returns but are also secure is still a huge challenge. We are a team of qualified and highly experienced managers that understand your financial goals and offer the right investment opportunities to achieve those goals.
We offer a range of investment products for those who desire personalised investment solutions as well as those who want long-term wealth creation. We believe in providing our customers with high level of service.
I Founded Seon Nehru Wealth Managers In October 1992. I Started With Life Insurance As An Lic Agent In 1992. In 2003 I Started Mutual Fund Distribution After Passing Ncfm`S Mutual Fund Distribution Module.
- I started in finance industry –as LIC agent in 1992. At that time I was only XI class pass. I did good in LIC and was 2nd in Branch.
- I then passed MFD (Amfi certified) module and Capital Dealers module, and became Mutual fund distributor.
- I then went ahead to pass B. com and then passed QPFP and PGDBM- Finance. I am now a QPFP professional and PGDBM – Finance. I am also in final Module ie: Level IV of CFPcm.
- I am sub broker to NSE platform and also Wealthy.in, and wealth partner at Motilal Oswal finance management.
- I get support from MOFSL, ABSL Capital, Networkfp and SMC Global.
- I am hardworking and work with Honesty, integrity.
- I first do XL FP and then to meet those goals stated in FP – I have to recommend you to Equity and Debt funds, to meet goals such as Retirement, Children`s Education, International Vacation, House Purchase and other… I have all protools to calculate the values associated with the goals fulfillment.
- Besides the above protools – there are other protools too.
- I will give my best advice to clients – is my motto, and I work with integrity.
Seon Nehru Wealth Managers of India
PGDBM-Finance (NMIMS), QPFP Professional,
MFD (Amfi Certified), CFPcm
WHAT DO WE DO
Build Long Term Relations for Maximum Gain
We focus on building a relationship of understanding and trust with our clients. With the best knowledge of the changing market and the financial requirements of our clients we react to the market making quick and effective decisions on their behalf for maximum profitable investments.
We strategize with our clients giving regular investment advice and aim at optimizing every investment opportunity made possible considering the current market conditions. We also timely review and evaluate our investment since our clients are the heart of our business giving them a personalized service experience. You can always count on us to help plan your finances and manage your wealth better.
PRODUCTS AND SERVICES
We strive to offer our clients the best of products and services, they mainly include-
Portfolio Management Services (PMS)
A tailor made professional service that we offer to cater the investment objectives of our niche cliental with high net worth. We use our experience at the market to professionally manage your investments to create wealth. Our investment specialists can refer a range of focused products to generate superior risk adjusted returns on your investments from various Asset Management Companies like Motilal Oswal and Aditya Birla Capital. We strategise to personalise as per your needs, our dedicated mangers work to give you a convenient and hassle-free experience where you can track and evaluate your portfolio from time to time.
Insurance provides mental and financial security against the uncertainties of life. Ensure security for yourself and your family with our insurance solutions. Secure your future don’t leave your dreams to fate. Our team will guide you with personalised advice in choosing the appropriate insurance products. With tie-ups among multiple insurance companies we make sure that our clients get the best deal.
Put your hard earned money to work and what better way than investing it in mutual funds. Mutual funds are great ways to save money, generate regular income, and create wealth in the long run and also save tax. With our financial experts we will guide you to plan systematically so that you achieve all your life dreams.
Real Estate & Properties
Investing in real estate optimises returns across asset classes. You can get unbeatable returns if you invest right. With in-depth knowledge of the real estate business, our team will source opportunities that maximize returns in the real estate markets. Multiply your wealth with the best deals.
We assist NRIs – Non-resident Indians and PIOs – the person of India origin to invest in India. We offer a wide range of NRI investment options in India and ensure that NRI investing in India is made easy. Our NRI offering includes Mutual Funds, Portfolio Management Services, Direct Equity, Insurance, bonds, Fixed Deposit etc. We provide complete solutions to non-resident Indians living abroad when it comes to their investment decisions in India.
Our advisors will walk you through the process of investing in India. We strive to provide advice that would optimize the returns on your various investments. Besides helping you plan for your financial goals, we will assist you with the necessary documentation.
We also provide Tax Consulting services to our NRI Clients. Our qualified advisors will resolve all tax related queries regarding your investments in India. We keep in mind repatriation rules and taxation laws while investing on your behalf.
How an NRI investment strategy works:
- An Investor defines his investment goals.
- We design a portfolio based on his/her investment objectives.
- We monitor the performance and progress of the portfolio on a continuous basis and refine strategies if required and carry out necessary portfolio rebalancing.
- We provide regular updates on the portfolio to the investor. The investor can keep a track of his entire portfolio by login in on to our website.
Client Centric Approach is Our Motto
“PMS has given me the consistent returns that my investments previously lacked. I highly recommend it to other budding investors. Today I am confident that I will achieve my financial goals with minimum risk.”
Connect with us to expand your money’s worth