Wealth Management
Available across Bengaluru
Right Horizons Wealth
1.1k
Wealth Management
About
We provide comprehensive wealth management focused on personalized financial strategies. Our services include 360° financial planning covering tax optimization, estate management, and risk management. We have a proven track record of delivering 13.4% CAGR while managing over ₹1,100 crores in assets.
Our Unique Approach
- Tailored strategies based on individual life stages and risk appetites
- Proprietary MultiBagger Framework for superior risk-adjusted returns
- Holistic wealth preservation and growth focus
Ideal For
High-net-worth individuals, entrepreneurs, and professionals seeking comprehensive wealth management solutions with a long-term perspective.
Additional Features
- Regular portfolio monitoring and rebalancing
- Estate planning and wealth transfer guidance
- Risk management and tax optimization strategies
Meet your Expert
Right Horizons Wealth
13 connects in last 3 months
My Story
My Work
All in one financial services - We cover personalized investment advisory, NRI wealth management, retirement and tax planning, strategic ESOP guidance, and PMS.
Plans made for you - No cookie-cutter stuff. We get your goals and build a plan that actually fits your life, not just your numbers.
Expert advice, always - Our team shares weekly bulletins, webinars, and one-on-ones—helping you handle market swings without panic.
Full picture money help - From budgeting and debt to growing and protecting your wealth, we’re with you for every step, not just the fancy investment bits.
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