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Time Deposits (TD)

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Tax Planning

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Life Insurance

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Wealth Standards Is An Enterprise Focussed On End to End Wealth Management Solutions. Creating Customized, Client-centric, Wealth Management Solutions by Building and Executing Simple, Comprehensive Strategies Is the Core Strength of Wealth Standards.Wealth they say is a means and not an end.  It is one of the facilitators to aspirations of the finer things in life which one really values. Wealth Standards makes sure that when entrusted with the responsibility of managing your wealth, the best of opportunities are tapped for your investments to grow and flourish while your time is more valuably spent doing what gives you fulfilment.It seeks to add value to its clients through a time-tested and established process of asset allocation and investment philosophy. The company is clearly driven by its ethos of continuously finding meaningful and sound opportunities to invest, while bringing complete transparency in the investment process and having a need based solutions approach.Accredited by the Association of Mutual Funds in India (AMFI), India for Mutual funds and Insurance Regulatory Development Authority (IRDA) for Insurance (Click Here To View Certification), Wealth Standards offers advisory on Wealth Management in a need based, planned and structured manner to clients. Wealth Standards is an enterprise, initiated by Mr Santosh T.R., who brings over 13 years of his experience spread over Financial Planning, Asset Allocation, Wealth Management, Marketing and Product Management, to this venture. Before starting on his own, he was working with the Hongkong & Shanghai Banking Corporation (HSBC), as an Associate Vice President where he was assisting High Net Worth Individuals (HNI) and Super High Net Worth Individuals (SHNI) manage their wealth portfolios for over four years, joining the bank after a similar role in ICICI Bank Private Banking, one of the largest Private sector Banks in India. Besides a Post Graduation in Management, he is an AMFI certified mutual fund advisor and accredited by the Insurance Regulatory Development Authority (IRDA) for advising clients on Insurance based needs and solutions.
In a world where dynamics is changing fast and interdependence of macro-economic fundamentals across the world is ever increasing, the variables to keep track are increasing by the day – while the challenges are too many, Wealth Standards keeps a discerning eye on the opportunities it throws up to add value and look to enhance the wealth of its clients.
You Need Not Be Wealthy To Be An Investor – But You Need To Be An Investor To Be Wealthy.
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