Risk Profiling & Goal Setting
Asset allocation & Investment Management
Portfolio Tracking & Risk Management
Business Advisory
Legal and Tax Compliance services, Estate Planning, Philanthropy, Property Management, Insurance - External advisors
Currently, SPARK PWM has strategic tie-ups/ empanelment’s with leading Asset Management Companies; PMS Service Providers; REIT and Private Equity Funds; Real Estate and Trust Advisory Service Providers; and Chartered Accountancy and Law firms to cater to the diversified needs.
We will look to deepen the long lasting relationships built over the last 2 decades, nurture & strengthen new ones with some of our bespoke offerings / leverage on the cross domain knowledge and be a part of this fulfilling journey to build a large annuity business.
We endeavour to curate financial solutions that are as unique as each of our clients are. By harnessing various opportunities available in the financial market and combining it with a rigorous approach that focuses on filtering down the products set such that it syncs best with our clients’ risk profile, we aim to deliver meaningful financial outcomes. Our approach remains steadfastly product neutral, with an unwavering focus on placing our clients’ interests ahead of our own.
Risk Profiling & Goal Setting
Asset allocation & Investment Management
Portfolio Tracking & Risk Management
Business Advisory
Legal and Tax Compliance services, Estate Planning, Philanthropy, Property Management, Insurance - External advisors
Top notch Institutional Research & Execution desk
Structural long-term view of businesses
Risk Management framework
At SPARK PRIVATE WEALTH, , we take it as an opportunity to further deliver value to the customers by
Keeping it simple
Transparency on pricing
Open Architecture
Bespoke Offerings
Asset Oriented approach
Look beyond investments and leverage synergies from a customer perspective
Invest directly into stocks backed by our unbiased advice
Across a range of fixed-income and equity offerings
Tax-free, inflation-adjusted and perpetual bonds, to name few
Private Equity and Venture Investments Either directly or by investing into vehicles of such nature
(Formerly known as Spark Family Office and Investment Advisors (India) Private Limited)
Click here to see the regulatory Information