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Comprehensive Wealth Solutions Designed to Protect, Grow, and Optimize Your Financial Future

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Services

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

Individual Solutions – Secure, Grow, and Protect Your Wealth

Insurance Protection
  • Comprehensive health and life insurance plans
  • Home and auto insurance for financial security
  • Travel insurance for safe and stress-free journeys
Wealth & Investments
  • Mutual funds (debt, equity, and tax-saving)
  • Corporate deposits and real estate investments
  • Personalized retirement planning
NRI Solutions
  • Investments tailored for NRIs, OCIs, and PIOs
  • Assistance with NRE/NRO accounts and compliance
  • FATCA-guided, tax-efficient strategies
Accounting & Taxation
  • Personal and corporate tax advisory
  • Support with tax returns and compliance
  • Wealth optimization through tax-efficient investments
Legacy & Estate Planning
  • Will drafting and estate structuring
  • Succession planning for families
  • Wealth transfer strategies with minimal tax impact

Why Individuals and Families Trust ISWM to Secure Their Financial Future

  • Personalized advice aligned with your goals and lifestyle
  • End-to-end financial solutions under one umbrella
  • Transparent, easy-to-understand planning
  • Trusted expertise backed by industry partnerships
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My Certifications - Trusted credentials that reflect proven expertise.

Publications: Insights on MSME financial growth & risk management

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
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Our Process

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

25+

Years of experience

100+

Lorem Lipsum

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.

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.