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Empowering Your Financial Future with Expert Wealth Management

Tailored strategies for individuals, families, and NRIs to grow, protect, and transfer wealth effectively.
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MSME Solutions - Empowering Businesses to Thrive

End-to-end financial, investment, and risk solutions to protect assets, secure employees, and drive growth.

Individual Solutions - Secure, Grow, and Protect Your Wealth

Holistic wealth management with insurance, investments, tax planning, and legacy solutions.
Why we?

Founded by seasoned professionals with over 20 years of experience in finance, investments, taxation, and accounting, IS Wealth Management (ISWM) offers personalised wealth solutions.

Tailored Strategies

Track, simulate, and manage your investments with intuitive tools backed by secure and reliable support.

Expert Guidance

Track, simulate, and manage your investments with intuitive tools backed by secure and reliable support.

Simple Tools, Real Results

Track, simulate, and manage your investments with intuitive tools backed by secure and reliable support.

With a presence in Dubai, Muscat, Toronto, and Kiev, our global expertise ensures your financial goals are met with precision.

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What We Do?

Customised solutions and expert guidance to help you secure your future, maximise returns, and navigate financial challenges with confidence.

MSME Solutions
Empowering Businesses to Thrive

Comprehensive financial, investment, and risk solutions tailored for MSMEs. From protecting assets and securing employees to simplifying taxation and enabling growth, we bring all services under one umbrella.

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Individual Solutions
Secure, Grow, and Protect Your Wealth

Wealth management services for individuals and families at every stage of life. Our solutions cover insurance, investments, tax planning, and legacy creation—balancing today’s needs with tomorrow’s aspirations.

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We are proudly associated with
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We are proudly associated with
How We Do?

A clear, step-by-step approach to help you plan, invest, and achieve your financial goals with confidence.

25+

Years of experience

100+

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2000+

Happy Customers

5M+

Wealth Growth

01

Assessment

We begin by understanding your current financial situation through detailed questionnaires and discussions.

02

Preparation

Our team of analysts crafts a personalised financial plan based on your goals and risk appetite.

03

Execution

Our portfolio managers implement the plan, converting strategies into actionable investments.

04

Monitor & Adjust

Regular reviews ensure your investments align with market changes and your evolving objectives.

Specialised Services for NRI

Managing wealth across borders requires expertise in international financial landscapes. Our NRI services are designed to address the unique challenges faced by Non-Resident Indians.

Eligibility

NRIs, Persons of Indian Origin (PIOs), and Overseas Citizens of India (OCIs) can invest in India. However, NRIs from the USA and Canada may have additional compliance requirements due to FATCA regulations.

Investment Options

Explore a range of investment avenues including mutual funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs), tailored to suit your financial goals.

Taxation Considerations

Understand the tax implications of your investments in India, including TDS on capital gains and eligibility for tax-saving instruments under Indian tax laws.

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Frequent Ask Questions

Got Questions?
We’ve Got Answers.

Find quick answers to common queries about our services, tools, and how we can help you manage your wealth with ease and confidence.
What services does IS Wealth Management offer?
We provide comprehensive financial, investment, and risk management solutions for individuals, families, NRIs, and MSMEs. From wealth planning and insurance to taxation, business consulting, and legacy management — we bring everything under one trusted platform.
We go beyond product selling. Our approach is strategic and holistic — we assess, plan, execute, and review every client’s financial journey. Whether it’s protecting assets, optimizing taxes, or growing wealth, our focus is on long-term results and informed decision-making.
Yes, we specialize in NRI wealth management. We help NRIs, OCIs, and PIOs invest in India through mutual funds, real estate, and corporate deposits — all while ensuring FEMA compliance, tax optimization, and seamless NRE/NRO account assistance.
It depends on your investment type and residency status. Our experts guide NRIs through double taxation rules, FEMA compliance, and tax-efficient investment planning to ensure maximum returns.
We assist individuals and businesses with personal and corporate tax planning, GST filings, and accounting support. Our goal is to help clients stay compliant while minimizing tax liabilities and optimizing wealth.
You can connect with us directly through the Engage With Us form on iswealth.in. Our team will schedule a consultation to understand your goals and create a personalized financial roadmap.