Partner With Us

Domain Partner

Indian Wealth Management offers motivated individuals who strive for excellence, an unique opportunity to join us as a domain partner. We were envisaged as a one stop solution to all investment and liquidity needs for our clients, which is run by our partners at various locations across India. We nurture the growth of our partners and impart them with any required technical and infrastructural support.

Since our clients consolidate their private wealth under the wealth management umbrella with Indian Wealth Management, we have put in place strategic alliances with our domain partners who are specialists in the area of:

  • Alternate estate
  • Bond’s, Corporate Fixed Deposit’s, Fixed Income & Government securities
  • Angel Investment
  • Commodities
  • Estate Planning
  • Family Office
  • Fund Raising for Start-ups and others
  • Global Investment Opportunities
  • Insurance
  • Investment Banking
  • Law
  • Lending – Commercial &Residential
  • Loans
  • Private Equity
  • Professional Services, Taxation and Administrative services
  • Real Estate Services
  • Referral for Philanthropy Services
  • Taxation
  • Will Writing

We understand the challenges you face to excel as a professional and therefore we are committed to support you on all fronts, from training and skills development to marketing and technology support. All the resources required to succeed are made readily available to you. Whether new or experienced in the financial services industry, we have the resources available that will support your long-term growth and development. Using a system of learning accountability, we provide the necessary foundation of knowledge for success and a road map for professional development. This includes market updates, economic insights, product training, compliance updates, infrastructure support and after sales support.

As of today, we have several Domain Partners whose expertise complements our own, and we would continue to build valuable partnerships for our clients. We would welcome suitable world class domain partners to join us for any of the above services offering.

Training & Development

In today’s volatile financial world, we understand the challenges you face to excel as a Professional. We are committed to support you on all fronts, from training and skills development to marketing and technology support. The resources you require to succeed are made readily available to you.

Knowledge Support

Whether new or experienced in the financial services industry, we have the resources available that will support your long term growth and development. Using a system of learning accountability, we provide a road map for professional development and the foundation of knowledge for success.

This includes:

  • Market updates
  • Economic insights
  • Product training
  • Compliance Updates
  • Infrastructure Support
  • Planning,
  • Execution
  • After Sales Support.

We provide training and advancement resources to support your long-term growth and development. Our training program includes a process of getting professional certifications by the National Institute of Securities Markets and other bodies mandated for sourcing of business.

These services are supported by our team dedicated to provide you the best of knowledge support.

As of today we have several Domain Partners whose expertise complements our own, and we would continue to build valuable partnerships for our clients. We would welcome suitable world class domain partners to join us for any of the above services offering.

Kindly get in touch with us at hr@indianwm.in.

Special Partner

Referral Partner

Referral Partners having contact with SMEs, corporate and individual investors are one of the main channels for expansion of our business into multiple domains over various geographies. Primarily we aim to tie up with retired employees having extensive work experience in financial organization who can help us in obtaining business leads through their extensive network and contacts known as referral partners. Such referral partners can enter into a Business Associate Agreement with us. We are open for association with partners across India.

Consulting Partner

Working professional like CA, CS, lawyers and subject experts in manufacturing, quality, technology, marketing, HR, banking etc., who are interested in facilitating our assignments can act as consulting partners for Indian Wealth Management. We would showcase and use our partners’ expertise and knowledge for our clients on case to case basis. These partners can also refer their clients to us for various services thereby co-creation of value can be achieved.

Referral Partner

Referral Partners having contact with SMEs, corporate and individual investors are one of the main channels for expansion of our business into multiple domains over various geographies. Primarily we aim to tie up with retired employees having extensive work experience in financial organization who can help us in obtaining business leads through their extensive network and contacts known as referral partners. Such referral Partners can enter into a Business Associate Agreement with us. We are open for association with partners across India.

Consulting Partner

Working Professional like CA, CS, Lawyers and subject experts in Manufacturing, Quality, Technology, marketing, HR, Banking etc. who are interested in facilitating our assignments can act as consulting partners for Indian Wealth Management. We would showcase and use their expertise for its clients on case to case basis. These partners can also refer their clients to us for various services thereby co-creation of value can be achieved.

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