This is the philosophy on which Ética Wealth Management is founded. Our approach is simply that we advise only those actions which we implement for our own portfolio. Our recommendations are purely for what will be best for our investors. If you win, we win too.
We firmly believe that “every client is unique & every plan has to be unique”. We strive to be the client’s most trusted advisor with their transparent dealings, focused on clients primary interests.
Integrity for us means being unbiased by distorted incentives and being independent in our analysis and recommendations. Unlike several other distribution channels, we are not affiliated to a particular fund house, bank or insurance company. This enables us to take an independent view that is best for our clients.
At the pinnacle of our edge, lies our focus on the client. We believe in understanding your needs and then recommending a suitable strategy or portfolio. Our recommendations are very specific to your financial circumstance and your ability and willingness to take on risk.
Etica Wealth Management provides comprehensive advisory services to private clients including NRIs. To be a one-stop shop for all your financial needs, we offer execution support also. However, we are not influenced by channel commissions on different mutual fund, loan or insurance products. Accordingly, we do not insist that you execute your plan through us.