About Us

We at Wealth ATM help people to achieve their financial goals by offering suitable financial products based on their financial needs. We are qualified with MBA in Finance, certifications with Insurance Regulatory and Development Authority, National Institute of Securities Markets for Mutual Funds, NSCs certified Market Professional, Chartered Financial Analyst (USA) Level 1, and also achieved Certification in Financial Planning in 2008, and have investment banking experience. We have hundreds of satisfied customers and we are in the wealth management industry since 2004. With our vast knowledge and relevant experience, we serve our clients well.

Our focus is on our clients, and their needs, and our solutions are client-centric. We follow strict ethics and keep all client details and information confidential. We never disclose it to any third party. We serve them for their comfort, confidence, convenience, and provide them control in managing their wealth. Based on their financial requirements, we offer suitable investment products.

Wealth ATM team serves our clients with the right attitude, skills, technology, and passion. We ensure the best service quality with quick resolutions to their queries by offering single point, online access to multiple financial products with holistic approach.