The Wealth Leads is a financial services firm based out of Kochi, India.
Promoted by an eminent Banker with 3 decades of experience in varied domains of Banking across geographies, and specialised in Wealth Management and Mutual Fund Investing .
Mr. Noble Paul Manvettom was a Senior Vice President of Axis Bank in Mumbai and has rich exposure to Retail Banking, NRI, Credit, Foreign Exchange and Wealth Management . By qualifications, he holds a B.Tech. degree ( 1985-1989 batch Civil Engineering - College of Engineering , Trivandrum ) and an MBA ( 1990-92 batch – School of Management Studies , Cochin University of Science & Technology ) . A CAIIB ( Certified Associate of Indian Institute of Bankers ) and a CFP ( Certified Financial Planner ) by FPSB, Financial Planning Standards Board , affiliated to FPSB USA . Has also completed FRM-1 ( Financial Risk Management ) of GARP, USA.
AMFI Registered Mutual Fund Distributor and also dealing in Fixed deposits , PMS and Life and Health Insurance businesses . And in non-life schemes for companies and institutions like Group coverage , Motor vehicle, Fire , Marine etc.
We guide our clients take the Right Steps towards building an ideal MF portfolio for the long term , for those in their 20s and 30s (AND ) for re-aligning the portfolios in line with profile and goals , for those in their 40s (AND ) for taking a fresh look at MF investments in line with retirement plans , for those in their 50s and above .
We convincingly believe in the power of SIPs ( Systematic Investment Plans ) – Yes , investing in the Right SIPs and the Right Mutual Fund Schemes suiting individual needs . In SWPs ( Systematic Withdrawal Plans ), to give the benefit of regular monthly withdrawals from a corpus created. And also investing through STPs ( Systematic Transfer Plans ) to tide over volatile market conditions .
THE PROCESS
We begin with a detailed risk profiling of our clients . Thereafter, ensuring the right investments through MFs, PMSs and other appropriate investments in line with the client profiling . We also holistically examine the adequacy in Life and Health Insurance so that the family is well protected against any unforeseen events.
The entire process of client onboardings is done through the online mode itself , irrespective of your physical location – whether in India or abroad. All your mutual fund investments are done online through the NSE ( National Stock Exchange ) MF platform , ensuring that you receive instant confirmations for all your transactions.
And further, we do continuous monitoring of your portfolios and shall be helping you with suitable re-balancings ,if required, depending on any changes in the life stage goals or due to any major external economic factors. Shall also be sending you periodic statements .
OUR TIE-UPS
Have tie-ups up with all leading Mutual Fund houses in India - HDFC MF , ICICI, SBI, Nippon, Kotak, Motilal Oswal, Parag Parikh, Axis, Aditya Birla , Tata MF , Mirae Asset etc. For Life Insurance requirements , we have tied up with HDFC Life and for Non-Life needs -including Health and Motor Insurances , Group Insurance , Keyman , Shop and Establishment , Marine etc. ,we have associated with Tata AIG. We have also tied up with a reputed company for your Will and Legacy needs, in case you wish to avail of the same .
THE MACRO ECONOMIC FRONT
Just to add a note on the macro economic environment … As per the latest economic updates , India is the 5 th largest economy in the world and has also recently become the 4 th largest country in terms of market capitalisation . At nearly 7% growth , we have the highest GDP growth rate among major economies of the world and hence India continues to remain as a hot spot investment destination globally for Equity and MF investments in the coming decades. Even for Debt investments , with India’s inclusion in the major Global Indices like J P Morgan and Bloomberg.
CONTACT US
There is no better time to invest in India than NOW !
And no better guide than an Ex-Banker and Financial Expert, with more than 30 years of financial market experience.
We would like to specially mention here that we do not charge our clients any advisory or related charges in respect of mutual fund investments. We are compensated by the Fund Houses.
Please do get in touch with us 8806096888 / 8806095888 for taking the Right Step towards achieving your Life Goals. Or email us at paul.noble@rediffmail.com or noblepaulm@gmail.com or service@thewealthleads.com
We welcome you to a very special experience in investing ….
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