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Mutual Funds

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This is the philosophy on which Ética Wealth Management is founded. Our approach is simply that we advise only those actions which we implement for our own portfolio. Our recommendations are purely for what will be best for our investors. If you win, we win too. We firmly believe that “every client is unique & every plan has to be unique”. We strive to be the client’s most trusted advisor with their transparent dealings, focused on clients primary interests. Integrity for us means being unbiased by distorted incentives and being independent in our analysis and recommendations. Unlike several other distribution channels, we are not affiliated to a particular fund house, bank or insurance company. This enables us to take an independent view that is best for our clients.

At the pinnacle of our edge, lies our focus on the client. We believe in understanding your needs and then recommending a suitable strategy or portfolio. Our recommendations are very specific to your financial circumstance and your ability and willingness to take on risk. Etica Wealth Management provides comprehensive advisory services to private clients including NRIs. To be a one-stop shop for all your financial needs, we offer execution support also. However, we are not influenced by channel commissions on different mutual fund, loan or insurance products. Accordingly, we do not insist that you execute your plan through us.
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Legal Status of Firm

Limited Company (Ltd./Pvt.Ltd.)

Annual Turnover

Rs. 2 - 5 Crore

GST Number

27AACCE2677E1ZP

Direct Equities & Derivatives
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Etica Wealth Management offers online equity & derivative trading facilities for investors who are looking for the ease and convenience and hassle free trading experience through our association with Sharekhan. We provide Online web-based trading (though Sharekhan’s proprietory web-based model Power Trade) and ODIN Application, which is a high-end, integrated trading application for fast, efficient and reliable execution of trades. You can trade in the NSE and BSE simultaneously from any destination at your convenience. You can also access a multitude of resources like live quotes, charts, research, advice, and online assistance helps you to take informed decisions.

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Initial Public Offerings
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Initial Public Offerings

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Investing in IPOs is not complex anymore, Etica Wealth through its association with Sharekhan has made investing in IPOs very simple. All you have to do is one phone call, and that's all. No paperwork no queues, simply pick the phone or log on to www.sharekhan.com and place your order within seconds. We also provide with you with information on IPO News ,Forthcoming IPOs and a lots more.

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Mutual Funds
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Mutual Funds

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Etica Wealth Management offers advisory and distribution services of various schemes of all Fund houses to its clients. We are registered with AMFI as an approved distributor of Mutual Funds. We assure you of a hassle free and pleasant investment experience. We also provide the facility of online investment in Mutual Funds. You can now invest in over 3000 different mutual fund schemes and to make this choice of choosing between which mutual funds scheme to invest in, we offer you our exclusive research and advise.

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Commodities
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Commodities

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There is a growing interest among investors in commodities, which as an asset class can offer opportunities to fine-tune a portfolio’s risk and return characteristics. The commodities asset class has experienced strong growth in recent years. The low correlation to financial assets, equity-type returns and risk characteristics offered by commodities offer investors a means to diversify their portfolios. Etica Wealth offers one of the best trading solutions to individual clients wanting to trade in commodities through its tie-up with Sharekhan, one of India’s leading commodities broker. This association enables client to trade in any commodity futures, listed on the national commodity exchanges, with a slew of value-added services attached to it at no extra cost.

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Life Insurance
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Life Insurance

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Life insurance is a financial resource for your family and loved ones in case of your death. It is a cover which allows your family to maintain a standard to living as they are currently, and meet their financial obligations. It also serves as an effective investment and tax saving tool.

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General Insurance
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General Insurance

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In India, the prevailing health care scenario has not been of a high order that prevails in developed nations. The kind of medical facilities that are provided by the governments falls grossly inadequate to meet the ever increasing needs felt by citizens . Hence, most often, people are dependant upon private medical facilities, which over the years, have become increasingly costly with the advancement in the field of medicine. This has thrown up the need for going for voluntary health insurance commonly named as Mediclaim Policy.

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Portfolio Management
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Portfolio Management

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Portfolio Management (PM) is a sophisticated investment vehicle that offers a range of specialised investment strategies to capitalize on opportunities in the market. Etica Wealth brings Portfolio Management Services from various reputed third party providers (fund houses / financial institutions), who, for a fee, invest your money after scientifically analyzing the pros and cons of the various options. Third-Party Portfolio Management (PM) are designed for a select few who want more from their investments. You can consider how more sophisticated investment strategies could be applied for your benefit, even if it means taking on additional volatility in investment returns. A reputed portfolio manager will then craft a portfolio especially for you, based on your specific objectives. Your portfolio may combine a basket of securities including derivatives, stocks, bonds and money market instruments, and your portfolio manager may take a more focused exposure in select securities at times, to maximise your opportunity from them.

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Alternative Investments
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Alternative Investments

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With market trends such as a shift towards nuclear families, double income families with higher disposable incomes, easy availability of home finance and tax incentives, the opportunities in the Real Estate sector are becoming more attractive.

Unlike direct purchases of property, the real estate funds have the ability to participate in the entire life cycle of real estate projects. They also give you the benefit of diversification across cities and projects without the burden of protecting and maintaining assets.

 
Structured Products
We offer a range of structured products from third party issuers that do not use the traditional buy and hold approaches. Structured Products use derivates and trading strategies to give customised payouts. Certain structured products also offer the benefits of capital protection.
 
Private Equity
We bring you access to private equity funds which invest in high growth, privately held companies that are unlisted, to benefit with high compounded returns over a long-term period.
 
Cash & Cash Alternatives
We advise on a suite of liquidity products that are secure, flexible & offered at competitive rates
• Cash / money Market Funds
• Time Deposits

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