About Us
EKAM WEALTH aims at providing customized financial and wealth management services to their clients while keeping in mind their objectives, goals and risk profile. It offers innovative investment solutions with superior risk adjusted returns to its clients by ensuring proper asset allocation in their portfolio and also rebalance it as and when required.
Our experience in the financial services space has given us an insight into what clients need and are able to offer services based on trust, transparency and a no conflict of interest approach in all our client dealings. We offer a wide array of products and services, i.e. including Integrated Financial Planning, Wealth Management, Tax Consulting Services, Insurance & Mutual Funds.
Vision
To be the most preferred financial planning and investment advisory firm.
Mission
To exceed the expectation of our clients by providing excellent financial and investment solutions.
Our Founder
GIRISH JAIN
FounderGirish is a Finance Management Post Graduate. He has 12 years of work experience with Citi Bank, Kotak Mahindra Bank and Standard Chartered Bank in Business development, Investments & Wealth Advisory.