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3i Wealth Advisors is a boutique investment advisory firm specializing in Wealth Advisory services to High Net worth Individuals and Corporate through customized investment solutions after understanding their investment objectives and financial goals. A relatively young organization, 3i has been able to quickly make its mark in Wealth Management Industry and today, we are successfully managing assets in excess of Rs. 175 crores, consistently growing with passage of time. Our wealth management processes and practices match up to the best wealth managers in the Industry.

 

Wealth Advisory

Investment structuring across asset classes

Portfolio Advisory

Mutual Funds Distribution

Real Estate Investments

Bonds & Other Instruments

Tax & Investment

Investment Return Analysis

RoI Optimization from Tax perspective

Treasury Management

Portfolio allocation and re-structuring

Family Office

Family office Services

Objective assets allocation and monitoring

Wills & Estate Planning

Regular review and advisory services