Child's Education / Marriage
Buying Car / Home
Family Risk Cover (Life, Medical Etc)
Foreign Trip
Retirement
Welcome to Wealth ATM
“Wealth ATM”
Visit us for financial freedom.
We help our clients with holistic investments across asset classes to meet their short, medium, and long term ambitions with varied investment products.
Why Us Wealth ATM
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.
What We Offer
We present suitable financial products across asset classes keeping customers needs and taxes in view.
EXECUTE
We see that the offerings executed and implement by buying all the wealth products on a single digital platform.
MANAGE
We help clients to manage their investments on their own in a digital way.
Our Philosophy
Client-Centric Approach
Nothing concerns and influences us more than our clients and their financial interests based on which investment products are offered.
Right People to Partner with
We have rich knowledge and experience in financial field and have a wide range of financial products across asset classes. With the mastery of skills, and qualifications we are the right people to partner with.
Value Added Services
Our digital services ensure comfort, confidence, convenience, and will be in their control for managing their investments and they feel delighted to be updated always on their wealth, at any-time and anywhere.
Rich Product Basket
We render a single point of access to multiple financial and non-financial products and solutions with a need-based, holistic, client-centric approach.
Customer's Feedback
I am associated with Ms. Kiran, (Chief Investment Officer at Wealth ATM) for more than a decade now and appreciate her knowledge and skills. She professionally manages my investments and helps in creating wealth. Her vast knowledge not only with investments but also in other areas helps in the selection of suitable investment products that are aimed to realize my financial goals. She helps me in the creation of a portfolio with suitable asset classes, monitoring and managing on my own digitally as per my financial needs. She is disciplined, sincere, professional, and available on call at any time. Her unique approach to investments helps in maximizing returns and minimizing the risks in turn the optimization of returns. She is very transparent with her dealings and updates me with periodic performance and helps in re-balancing the portfolio if required to protect my capital and optimizing the returns. She also considers taxes for increased post-tax returns. I feel lucky for having connected with her at a very crucial juncture of my investment journey and highly recommend her for any investments for achieving financial goals.
Mr.Dinesh Saha, CA
employed with a large MNC for the last 18 years in Bangalore.
My Association with Ms. Kiran goes back to 7 yrs. I was a rookie in investment then. However, she takes care of my investment diligently and professionally but with a personal touch. I have impeccable faith in her financial advice and so far I have been rewarded with max returns by following all her decisions. I feel I can connect with her on any issue per se and she has always been a guardian angel. She is a rare find and lucky to have her on my side.
Capt.Sidhartha Mishra
Master Mariner, Marine Manager with a Shipping company, Chennai.
My association with Ms. Kiran is more than 13 yrs old. I was fortunate to meet her through a patient of mine in the initial days of my career. She was the one who introduced me to mutual funds, SIPs, term insurance, etc with its importance in achieving financial stability. She does apt financial planning which would have been impossible in the kind of profession I’m in. Now, most of my family & extended family members are her clients. She is honest, hardworking, trustworthy & just a call away with all the help & solutions.
Dr. Sushil B
MS (Ortho)
I am a doctor by profession and I don't have much knowledge about investments and financial plans. I came to know Ms. Kiran Kumari Agarwala, thro' one of my Paediatrician friends around 16 years ago. Since then all my investments are designed and taken care of by her. She has vast knowledge regarding mutual funds, insurance and taxes and accordingly she suggests investment products suitable to our requirements honestly. She is very hardworking, prompt, reliable, takes most care, and treats every case with the personal touch which is difficult to find such a person. One can completely trust her for any financial advice. She can be approached at any time either thro' phone or email and will attend to all queries immediately.
Dr. Ganesh.T .H.
MBBS, MPH.
I am associated with Ms. Kiran Kumari Agarwala for more than 15 years. She is hardworking, disciplined, transparent, updated, trustworthy, skillful, helpful, and professional in the field of portfolio services and Investment management. I got benefited a lot from her investment advice.
Mr. B.K. Gowda
Auditor, Bangalore
I am associated with Ms. Kiran Kumari Agarwala for more than 8 years. It was a great fortune that I met her. She had taught me the importance of investments and made me invest in different types of mutual fund SIPs, suitable for my profile. She is very knowledgeable and cool and suggests investments based on our needs. My investments gave me good returns and supported me financially when I took a break from work. Anyone can blindly trust her. I would like to thank Kiran for being a part of my life.
Ms.Nithya R
Ex-employee from IT company
I am a doctor by profession and vague on investments. It is hard for me to take out time for my things. I know Ms. Kiran since 2004, who manages my investments, and I’m comfortable with the returns that I am getting. She keeps me posted with the portfolio returns and other updates. I am glad to say that she is brilliant, follows ethics and transparent, and suggests suitable investments for me & to my friends too.
Dr. Satish Kumar Gangakhed
SECUNDERABAD
I'm a banker and started investments in 2009-10 through Ms. Kiran. I was not knowing anything about investments then and even now. Iam fortunate that she was introduced to me from one of my senior colleagues and I started investing through her. She made a portfolio of 3 funds and started SIPs for me. To my surprise, it has given a compound return of 24% and the current fund value is more than 4 times of total SIP investment amount. I'm recommending all my friends and family members to invest through Ms. Kiran because she is very Knowledgeable and helps with so much patience.
Mr. Suresh Vijeth
Banker
Services
We offer below Services
Lump sum investments
Systematic investment plan
Systematic transfer plan
Systematic withdrawal
Mobile based services
Solutions
We Offer Following Solutions
Dedicated digital account
Auto-updating of all transactions
Portfolio updates: investment-wise and consolidated returns
Products
We Deal in below Products
Mutual Funds and Direct Equity
Bonds and ETFs
Life and general insurance
Portfolio Management Services
Loans
Real Estate