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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.

MSME Solutions – Empowering Businesses to Thrive

Infrastructure & Assets Protection
  • Fire safety for buildings, machinery, and stock
  • Burglary and theft insurance
  • Goods-in-transit coverage
  • Product liability protection
  • Company-owned vehicles
Professional & Workforce Protection
  • Professional indemnity insurance
  • Director & Officers liability cover
  • Group health and life insurance
  • Workmen’s compensation policies
  • Group personal accident insurance
Investments & Wealth Creation
  • Debt and equity mutual funds
  • Tax-saving investments
  • Corporate deposits and real estate options
Accounting & Taxation
  • Personal and corporate tax advisory
  • GST compliance and filings
  • General accounting support
Business Consultancy
  • Revenue growth and process optimization
  • Payroll management
  • Wealth creation advisory
  • Loans and overdrafts support
  • Will writing services
Credibility

Why MSMEs Across Industries Trust ISWM to Protect Their Assets and Drive Growth

Engineer with 20 years experience in Supply Chain of both Products and Services globally.
1 of 7 total companies as Indian Service Partner of global Insurance companies like AIG, CIGNA, Bupa, Lombard.
Only 1 from the Insurance reseller Sector who is backed by “Medical Assistance & Air Ambulance co.’ as parent.
Licensed with 17 Insurance co / Vehicles; hence wide choices.
Part of Coveted FICCI task force on “improving Client experience in Health Insurance’. Member are CEOs / MDs of 12 indian Insurance cos.
Curated solutions like those for premium Senior Citizens as member of Association Of Senior Living in India.
Simplified-optimised insurance of 36 SMEs and 300 individuals pan India.

Protecting Profits of MSME

  • Time Management
  • Potential Outlays, loss of revenue or productivity
  • Staff unavailability due to Health/Accident reasons
  • Labour Safely-Health
  • Commericial - Personal Vehicle down
  • Asset loss recovery time (Fire, Theft, Earth Quake)
  • Legal Claims on Product Service Director

How we are different…

01

Consultative

Yearly review /Assess / Evaluate / Suggest

02

Consolidated

Reduced number of Policies from 37 to 3

03

Comprehensive

Integrated 5 factories, godowns into 1 Policy

04

Claim Friendly

Claims of Full-damage Motor vehicle, Transit. Arranged Special waivers.

05

Compliant

Work Compensation, Architect driven Fire Policy

06

Cost Effective

Saving upto 60%

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
We are proudly associated with
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We are proudly associated with
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.