Guiding Success:
Unleashing Expertise for Dynamic Decision-Making and Winning Strategies
Navigating Economic Shifts: Atreyi Wealth – Your Optimal Resource for Wealth Creation in a Dynamic Landscape.
High Net Worth Individuals
Family Offices
Corporates
Deep insights coupled with the right process determines success
Analyzing investment options
Strategies that are unique to your circumstances
Plans that cover all asset classes
Evaluations by market experts
Comprehensive research processes
Transactional superiority & cost advantages
HOW TO START
Embark on a seamless registration journey with our dedicated team. Our Relationship Managers lead you through a guided digital onboarding process, ensuring the integration of your portfolios and the creation of dynamic profiles for each family member.
Curated investment themes
Expert market commentary
Versatile technology platform
Experienced relationship management
Innovative investment solutions
Atreyi Investment Solutions
Discover the finest products and impartial support to align with and achieve your investment objectives.
PRODUCTS
Our research teams and domain specialists meticulously curate the best from the investment universe, encompassing global and local offerings. Tailored for investors with diverse experience levels, our unique plans span bonds, debentures, mutual funds, exclusive portfolio management services, structured solutions, and high-quality alternative investment products. Elevate your portfolio with the premium edge it deserves.
FINANCIAL PLANNING
Seasoned strategists and investment planners collaborate to craft your portfolio from inception or refine your existing plan. Our meticulously tailored solutions, overseen by highly qualified relationship managers, feature personalized dashboards and analytical tools accessible via our mobile application. We continually update your priorities and risk tolerances dynamically, curating choices and simulating scenarios to test portfolio optimization.
WEALTH SERVICES
An array of wealth services meticulously designed to safeguard and perpetuate the prosperity of individuals, families, and corporates. Rest assured, your wealth is destined for seamless transition across generations with our comprehensive suite of services encompassing trust and estate planning, both domestic and offshore investing and enduring business solutions.
PORTFOLIO MANAGEMENT SCHEMES (PMS)
Discerning investors with a minimum investment of Rs. 50 lakhs aspire to outperform traditional Equity Mutual Fund Schemes. PMS schemes construct a bespoke portfolio tailored to the client’s risk appetite. Atreyi Wealth’s strategic collaborations guarantee clients access to cutting-edge financial products, enhancing the exclusivity of our PMS offerings.
DIRECT EQUITY
Direct Equity investment involves acquiring an equity interest in a business enterprise, representing a higher risk profile and being more aligned with High Net Worth Individuals (HNIs). Atreyi has strategically collaborated with seasoned money managers and research analysts, combining their expertise with our due diligence to provide informed investment recommendations.
