Our Expert Wealth Solutions

We offer curated mutual fund options through a proprietary quant methodology and a qualitative evaluation. We scan through the 1,500+ schemes, across 40 sub categories to help you choose products aligned to your requirements. The ongoing monitoring helps adapt to changing market trends and your evolving financial needs.

A range of options across Discretionary and Non-Discretionary PMS portfolios with experienced fund managers and customised strategies, ensuring flexibility to suit your investment style.

AIFs offer a range of specialised investment strategies to capitalise from opportunities available across diverse asset classes like equity, debt, and real estate. Our rigorous due diligence ensures the selection of high performing private equity, private credit, and unlisted opportunities for scalable solutions.

Our Research Desk analyses global and domestic trends to align portfolios with optimal debt instruments, offering principal and non-principal-protected solutions, bonds and deposits for stable returns and diversification.

Through Way2Wealth & Shriram Insight (both Shriram Group companies), you get integrated, research backed, tech-enabled brokerage services with seamless execution and reporting. Open your account for transactions in:

1. Cash Equities & Derivatives (including REITs, InvITs) – NSE & BSE
2. Commodities & Commodity Derivatives – NCDEX & MCX

You can also avail Margin Trade Financing facilities.

Get access to opportunities in unlisted companies (at various stages in their growth cycle i.e. early stage, growth stage, late stage, pre-IPO) before they go public. Investing in companies prior to their IPO helps diversify portfolios, and more importantly, participate in the growth and success of promising businesses.