Drawing on years of experience in both client-facing roles and in equity research, we at Cumulus Wealth aim to upgrade financial advisory to meet the needs of the contemporary investor who is informed, connected and busy. As someone who works incredibly hard to earn and save, you want to participate in decisions, stay updated on your investments, and track your progress towards meeting your financial goals, albeit without adding too much of a load on your daily life. We put in the hours to simplify wealth management for you.

We provide financial planning and personalized research-driven investment advisory services to clients looking to invest in the Indian markets. We leverage cutting-edge digital platforms to ease procedures, improve reporting and provide dynamic tracking of investments, thereby allowing our clients to retain oversight at all times. We also engage with clients regularly to share our knowledge and advise them on their comprehensive portfolio, based on their preferences. To learn more, view our Services or give us a call.