AADI Wealth MF Services is a leading investment advisory and wealth management firm providing integrated financial planning, advisory and investment management services to Institution, Corporate and Individuals, servicing an investment corpus of over ₹350 crores.
To help our clients navigate through financial uncertainties with focused and innovative wealth management solutions, plan for your financial needs with optimum asset allocation, monitor and protect your investments so that you can enjoy the lifestyle and comfort you aspire for. For us, Success is your peace of mind.
At Aadi Wealth, our core aim is to serve our clients with dedication and integrity,
meet their expectations and build enduring relationship.
A mutual fund is simply a financial intermediary that allows a group of investors
Portfolio management services are intended for high-net-worth individuals who want personalised financial
A fixed deposit allows you to invest your funds for a fixed period of time and earn a return at a fixed interest rate.
Insurance provides financial protection against a loss arising out of the occurrence of an uncertain event.
Exchanges have a pre-open trading session for IPO shares on their listing day. Companies use IPO funds
Real estate refers to land as well as any physical property or improvements affixed to the land, including houses
It was a great experience to be associated with Aadi Wealth. I wanted to let you know my family and are very impressed with the quality and level of service that are received from Aadi Wealth.
I have good experience with Aadi Wealth and also they provide me good suggestion on time to time and It was a great experience to be associated very supportive team.
We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.
We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.
Aadi Wealth, India’s premier investment distribution firm, provides integrated financial services to institutional, corporate and individual clients across Real Estate, Mutual Funds, Fixed Income, Private Equity and Loans.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN- 86257 | Date of initial Registration: 06-09-2012 | Current validity: 05-09-2027
Grievance Officer: Amit Jain | Mobile Number – 9958455899 | Email Id – amitjain@aadiwealth.com
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