Bellwether Associates
Investment ManagementView the employees at
Bellwether Associates-
Harshita Prashant Dixit Operations Manager | Financial Services | Compliance | Relationship Management | Portfolio Management
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Gurugram, Haryana, India
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Rising Star
Pawan Gupta, CFP Certified Financial Planner-
Delhi, India
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Rising Star
Arjun Mehta Senior Relationship Manager at Bellwether Associates: (Investment Management / MFs / Direct Equity / AIF / PMS / Insurance / Risk Management / Tax Planning / Estate Planning)-
New Delhi, Delhi, India
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Rising Star
Overview
BellWether Associates offers a complete bouquet of wealth management products right from planning to investing, managing and complying with regulations.Our business model is governed by a single client centric approach which take care of all financial affairs of client. The process based approach at BellWether, together with the experience of maintaining a close knit wealth manager relationship with the clients has helped us evolve into a complete private banker. At BellWether we believe , that every one of its clients has a distinct financial goal having its own unique needs, a distinct investment history, a defined propensity to save & invest and finally a varying appetite at being exposed to investment risks SOLUTION BASED APPROACH It’s really quite simple. We want the best for you. Financial managers that are dependent upon product sales and commissions for compensation may have a greater likelihood for conflicts of interest. Also each investor is unique and needs to have a customised solutions. The products are used , but only at the last mile in the design phase.
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