Wealth Matrix is boutique wealth management firm focusing on strategic investment solutions using our holistic wealth management metrics, robust risk management framework and suitable asset allocation aligned with purpose for affluent HNIs. We make the complex investment process simplified and customized for you and provide hassle free experience and peace of mind. We are a team of experienced Certified Financial Planners, Chartered Accountants and Ex. Bankers for providing professional experience. Ethics and Customer centricity are our core values. Individuals : Asset Allocation, Retirement Planning, Kids education & Estate Planning Corporate: Acts as consulting CFO, Treasury Management, Employee wellness.. Specialization : We work with Doctors, IT professionals and Entrepreneurs...
| Website | https://www.wealthmatrix.in |
| Employees | 2 (1 on RocketReach) |
| Founded | 2022 |
| Address | Alappat Heritage Building, MG Road, Ernakulam, Kerala 682035, IN |
| Industry | Financial Services |
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1 people are employed at Wealth Matrix.
Wealth Matrix is based in Ernakulam, Kerala.
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Jusvin Joseph
Assistant Manager at Wealth Matrix
Ernakulam, KL, IN
