ABOUT
Who we are
- Leading value – Ethical Business, Always
- Vision - To implement unbiased, transparent, and optimal portfolio standards for your financial well-being.
- Mission - To create 150 crorepati clients in the next 15 years!
Founded in 2019 by Mr. Vinamra Gharat, a CFA Charter Holder with 14 years of extensive expertise in the financial sector, Ithil Wealth was established with a singular purpose: to deliver unbiased, transparent, and optimal financial service. We operate with a highly analytical perspective, ensuring our recommendations are always in your best interest, free from any hidden motives to promote high-commission financial products.
Why invest with Ithil Wealth?
- Ethical Business First: Your financial well-being is our top priority, guided by an unwavering commitment to ethical practices.
- Advanced Investment Techniques: We utilize highly advanced Liability-Driven Investment (LDI) techniques for your portfolio.
- Unbiased & Transparent Portfolios: Our portfolio construction is driven by thorough research, ensuring it’s both unbiased and completely transparent.
- Continually Updated Research: Our research methodologies are consistently updated through the CFA Institute’s Continuing Education Program, keeping us at the forefront of financial insights.
- Expert Team: Our team includes a CFA charter holder, bringing a high level of expertise and dedication to managing your investments.
SERVICES
What we do offer
Mutual Funds
We offer a diverse range of mutual funds to help you achieve your financial goals. Our offerings include Equity Funds such as Large Cap, Mid Cap, and Small Cap, along with Debt Funds and Gold Funds. Additionally, we provide International Funds for investments in countries like the US, Canada, UK, Switzerland, Japan, Australia, and South Korea.
Health & Accident Insurance
Secure your well-being with our recommended premium health insurance plans through our partnership with HDFC Ergo Health Insurance. We also advise on acquiring affordable yet highly beneficial accidental and critical illness insurance plans.
Life Insurance Solutions
Secure your future with plain vanilla term insurance through our partnership with Axis Max Life Insurance. We prioritize your financial well-being by recommending only straightforward, beneficial term plans, avoiding commission-heavy and less effective options like Endowment, Money Back, Whole Life, or ULIP policies.
Demat Account Services
Open a Demat Account with us, in partnership with Mirae Asset. Benefit from our premium in-house and third-party research reports to help you build a strong equity portfolio.
Invoice Discounting
Unlock higher returns on your short-term investments with our Invoice Discounting solutions, in partnership with Amplio. Invest in top-tier invoices from blue-chip companies like Flipkart, Amazon, Reliance, Adani, and Bank of Baroda.
Loan Against Mutual Funds
No need to sell your equity mutual funds! Get a Loan Against Mutual Funds with no repayment penalties and low interest rates. Pay only for what you use.
54 EC Capital Gains Bond
Save on Capital Gains Tax
Looking to save on capital gains tax after selling property or land? We offer 54 EC Capital Gains bonds from leading institutions like PFC, REC, NHAI, and IRFC..
Corporate Fixed Deposits
Higher Returns with Corporate Fixed Deposits
Unlock higher returns on your short-term investments with our Invoice Discounting solutions, in partnership with Amplio. Invest in top-tier invoices from blue-chip companies like Flipkart, Amazon, Reliance, Adani, and Bank of Baroda.
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Specialized Investment Funds (SIFs)
Looking for potentially higher returns and ready for high risk? Explore Specialized Investment Funds (SIFs), a newly launched mutual fund product. SIFs invest a major portion of their portfolio in derivative options to generate significant returns, making them suitable for investors with a high-risk appetite.
TESTIMONIALS
What they are saying about us
CONTACT
Contact Us
Location:
A 201, Shivalik Building, opposite SBI, Parnaka, Vasai West, Maharashtra 401201
Email:
ithilwealth@gmail.com
Call:
+91 9764826974
Generate Wealth
We Make Money Work Harder!