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Committed to supporting your Wealthy Journey by safeguarding and growing your Assets

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About Us

Founded by seasoned professionals with over 30 years of experience in finance, investments, Insurance, Personal taxation, and accounting, IS Wealth Management (ISWM) offers personalised wealth solutions.

Tailored Strategies

Assessment, analyse, simulate, and design your Asset Allocation matrix; coupled with de-risking strategy.

Expert Guidance

Driven by our Personal & Professional experience of investment, insurance, Passive income creation; we work in a simple and reliable way.

Simple Tools, Real Results

Simple Excel sheet and few charts; without Power Point presentation; we focus on Wealth generation and passive income creation.

In this era of Global economies, we learn-work with international organisations and clients in Dubai, Muscat, Toronto, Australia and Ukraine. Bringing global perspective relevant to you. Think Global - Act Local.

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WHAT WE DOO

Each individual is unique and so are the income, expense, risks, plans. The Asset allocation and risks change with the changing times. We review-revise periodically; maximising the prospects of Wealth generation.

MSME Solutions
Empowering Businesses to Thrive

Each Business has market risks of economy, competition, market, client... We de-risk the Assets named Factory, showroom, Plant, machinery, Staff, vehicles, Stock, Money for MSMEs. From protecting assets and securing employees to creating another 'earning ' bucket'; we consolidate well.

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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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Our Process

A comfortable, step-by-step approach to guide-support-enable you on Wealth creation and Protection.

34+

Years of experience

325+ Cr

Asset Under Management

75+

On journey to Secondary Income

3

Continents

01

Assessment

We begin by understanding your current financial spread through detailed talks.

02

Preparation

Our experts craft a personalised strategy to de-risk the current assets and plan to grow Assets further.

03

Execution

Our team defines the steps of course correction, cleanup, buildup for next 3 months. Facilitating you on those; we work on future

04

Monitor & Adjust

Periodic reviews ensure your Asset allocations remain aligned with teh changing personal dynamics and MArket forces.

Publications

Participate in your journey of Wealth protection-growth. Read, learn, discuss with expert articles, research, and market insights that demystify wealth management and enable your decisions.

Employee Protection

Safeguard your workforce with insurance solutions covering.

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Employee Protection

Safeguard your workforce with insurance solutions covering.

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Employee Protection

Safeguard your workforce with insurance solutions covering.

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Employee Protection

Safeguard your workforce with insurance solutions covering.

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Testimonials

Client Experiences That Reflect Our Commitment to Excellence

IS Wealth Management has been a true partner in my financial journey. Their team not only helped me organize my investments but also guided me with clear, personalized strategies. I feel more confident about my future knowing my wealth is in trusted hands.
— Rohit Sharma, Entrepreneur
Their business insurance and financial planning solutions gave me peace of mind. I can now focus on growing my company, knowing my risks are well managed."
— Arjun Mehta, NRI (Singapore)
IS Wealth Management has been a true partner in my financial journey. Their team not only helped me organize my investments but also guided me with clear, personalized strategies. I feel more confident about my future knowing my wealth is in trusted hands.
— Rohit Sharma, Entrepreneur
IS Wealth Management has been a true partner in my financial journey. Their team not only helped me organize my investments but also guided me with clear, personalized strategies. I feel more confident about my future knowing my wealth is in trusted hands.
— Rohit Sharma, Entrepreneur
Managing investments from abroad was always a challenge. With IS Wealth Management, I found clarity, transparency, and reliable advice tailored for NRIs like me."
— Sunil Bindra – Bindra & Associates
My Certifications - Trusted credentials that reflect proven expertise.
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.