Advisory
Execution
Management
Careers
about us
Indian Ocean Wealth Management is founded by financial professionals having more than 23 years of experience in global markets.
The managing partner is a rank holder Chartered Accountant, Cost & Management Accountant and a Company Secretary. He has worked as a CFO in top multi national companies in different parts of the world.
Driven by a passion for financial markets and a desire to make wealth creating opportunities accessible to all, led to the creation Indian Ocean Wealth management.
Simplifying the complex world of finance, helping people tap the vast opportunities to transform their financial well being, handholding at every stage of financial decision making, coaching people to become better at planning their financial destiny is our goal.
Built on the pillars of Trust, Transparency and Transformation, our operations are Process Driven, Ethical, Client Centric and Leverage modern digital technologies in delivering our services
Careers
Services
Wealth Plans
Having a well-defined plan is fundamental for successful and sustainable wealth creation. A plan leads to a strategy, a strategy leads to action and action creates wealth. Our robust financial planning process, creates a road map that is unique to your needs. Cash flows, tax optimisation, financial goals, Insurance and risk are elements amongst other variables that are addressed in the wealth planning services
Wealth Advisory
Our wealth advisory services are designed for those who are seeking professional financial advice related to cash flows, portfolio analysis, wealth products, passive income, risk and insurance, succession planning, cross border investment solutions, analysis of major financial decisions. Assistance of a professional advisor in taking financial decision can save a lot of time and money.
Investment Strategies
Investing is more than parking money in some financial instruments. Investing requires careful consideration of how much to Invest, how long to invest and where to invest. Constructing an Investment Portfolio is both an art and a science. This requires crucial technical financial skills as well as product knowledge. Our risk profile framework assesses your risk tolerance and determines an asset allocation strategy and selection of financial product that meets your investment objectives
Wealth Management
Our wealth management services are designed for those who are seeking professional management of their wealth portfolios. Our services encompasses preparing wealth plans, analysing existing portfolios, investing, divesting, portfolio balancing, reporting and analytics. Our services are designed to operate as your personal CFO.
Coaching and Training
Most people know how to work for money, but very few know how to make money work for them. Money is powerful, but even more powerful is knowledge about money. Personal finance training should be an essential part of a corporate training calendar. Personal finance training creates an extraordinarily focused, motivated and productive employee. Our financial wellness program is designed to educate employees on personal finance, how to think about money, how to save and manage money. These programs can be quite useful during challenging transformation phases when employees are most vulnerable.
Careers
Who we work with
Corporate Executives
You are extremely busy helping your organisation succeed. We are here to help you manage your personal financial success.
Entrepreneurs
We are your trusted CFO. Trust us to find optimal solutions to manage professional and personal wealth
Micro, Small and Medium Enteprises
MSME are challenged with limited resources. We help you with high quality financial resources and cutting edge cash flow solutions.
Corporates
Financial wellness programs for employees, personal finance coaching for your leaders, cash flow management, return optimisation on surplus cash, cutting edge analytics.
Retirees
Leave the hard work to professionals while you enjoy post retirement life.
Family Offices
Trusted advisor, governance, administration, execution, cutting edge analytics.
Professionals
Managing complete financial affairs for Doctors, Artists, Athletes, Defence forces and others looking for professional financial support .
NRIs
India is a multi decade multi generation opportunity. Democracy, Demography, Diversity and Decisiveness are the tail winds propelling the economy. IOWM provides you the gateway to access this opportunity.
Careers
Careers
We are a progressive firm and looking for high quality talent to build a world class wealth advisory company. We would be delighted to hear from you. Please send your CV to [email protected]