Wealth Management Products

Weаlth mаnаgement is а kind оf finаnсiаl аdvisоry serviсe fоr ассredited investоrs аnd оther рeорle with high net wоrths. Weаlth mаnаgers рrоvide аdviсe аbоut investing, estаte рlаnning, tаxes, аnd аnything else thаt соuld helр grоw а сlient’s weаlth.

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Types of Wealth Management Products

In Share India you can avail the MTF through your existing Trading and DP account.

1. Investment Products

Products that help you grow wealth over time

  • Equities (Stocks): Ownership in companies.
  • Mutual Funds / ETFs: Diversified investments managed by professionals.
  • Bonds & Debentures: Customized investments combining equity, debt, and derivatives.
  • Private Equity / Venture Capital: Fixed-income instruments offering stable returns.

2. Insurance & Protection Products

Products that protect wealth and family’s financial future.

  • Life Insurance: For family protection and legacy planning.
  • Health Insurance: Covers medical emergencies.
  • General Insurance: Protects assets like home, car, business.
  • Unit Linked Insurance Plans (ULIPs): A mix of insurance + investment.

3. Retirement & Pension Products

Products designed for financial security after retirement.

  • Pension Plans / Annuities: Regular income after retirement.
  • NPS (National Pension System): Government-backed retirement savings.
  • Provident Funds (EPF/PPF): Safe long-term savings with tax benefits.

4. Alternative Investment Products

Non-traditional products used for diversification.

  • Real Estate Investments: Residential, commercial, or REITs.  
  • Commodities: Gold, silver, oil, etc.
  • Hedge Funds / AIFs (Alternative Investment Funds):For sophisticated investors seeking higher returns.

5. Tax & Estate Planning Products

Products designed to save tax and manage inheritance.

  • Tax-Saving Mutual Funds (ELSS)
  • Fixed Deposits (Tax-saving FDs)
  • Trusts, Wills & Estate Planning Instruments

Why Are Wealth Management Products Important?

  • Provide diversification across asset classes.
  • Match your risk profile (low, medium, high).
  • Help in achieving life goals (education, home, retirement, legacy).
  • Offer a mix of growth + safety + liquidity.
  • Ensure long-term wealth preservation.