JEEVANA is led by some of the most experienced people in the Indian private wealth management sector. With diverse backgrounds and extensive knowledge of markets and opportunities, our leaders help steer the organisation and its response to a dynamic market and a fast-changing world, always looking for ways to create value for our clients.
Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services.
A wealth management advisor is a high-level professional who utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting and tax services, and retirement planning, to manage an affluent client's wealth for one set fee.
Our people thrive in dynamic environments and often like to question conventional philosophies in the world of wealth management services. At the same time, they stay true to the bedrock principles that define good wealth management – prudence and discretion.
