At Surya Wealth, we believe that a truly holistic financial strategy stems from diversity—diversity in asset classes, risk profiles, and offerings from distinguished institutions. Our meticulously curated product basket reflects our commitment to delivering unbiased, client-centric, and need-based solutions that cater to the unique aspirations of each individual. With us, you gain unrestricted, single-point access to an expansive and ever-growing suite of financial and non-financial products.
At Surya Wealth, we safeguard your future with our top-tier risk management and insurance advisory services. We provide unparalleled guidance in identifying and mitigating risks, offering tailored insurance solutions that ensure your peace of mind.
With us, risk management is not just a service—it’s a cornerstone of our commitment to your financial security.
At Surya Wealth, we take pride in offering a wide range of non-life insurance products to safeguard you against life’s uncertainties. Our services encompass health insurance, motor vehicle insurance, and property insurance, ensuring comprehensive protection for you, your loved ones, and your assets.
With our seamless integration with leading insurance providers, you can easily access tailored insurance plans through both offline and digital channels.
We take pride in offering a comprehensive universe of mutual fund schemes from virtually every Asset Management Company (AMC) in the country. Whether you prefer traditional physical investments or the convenience of modern trading platforms, we have you covered.
Through our integration with Trading Account services, you can access mutual funds seamlessly in both demat and stock-exchange modes, ensuring unparalleled flexibility and accessibility.
For those seeking stability and consistent returns, our basket of fixed income products offers unmatched diversity. Choose from Non-Convertible Debentures (NCDs), Infrastructure Bonds, RBI Bonds, and Company Deposits, carefully sourced from some of the most trusted companies and institutions in India.
These products provide a foundation of reliability, ideal for balancing risk and reward in your portfolio.
Step into the dynamic world of capital markets with our elite services powered by NJ E-Wealth A/c, Anand Rathi Stock & Shares Brokers, and Aditya Birla Stock Broking—renowned names synonymous with excellence in financial distribution.
Our clients enjoy streamlined access to an extensive array of direct equity stocks and Exchange-Traded Funds (ETFs), empowering them to capitalize on growth opportunities with precision and confidence.
Elevate your investment experience with our exclusive Portfolio Management Services (PMS). Our PMS offerings, anchored in direct equity and mutual funds, are tailored by some of India’s leading PMS providers.
What sets us apart is our ability to grant you access to select PMS strategies that are exclusive to Surya Wealth, providing you with unique opportunities unavailable elsewhere.
Beyond financial products, we open the door to the lucrative world of real estate investments. Our portfolio includes a curated selection of premium properties, designed to serve as tangible assets that complement your financial strategies.
Many of these investment opportunities are exclusive to Surya Wealth Management, giving you access to unique real estate avenues.
Elevate your financial journey with our specialized Home Loan services. At Surya Wealth, we offer home loan solutions from some of India’s most trusted financial institutions, designed to make your dream home a reality.
What sets us apart is our ability to provide exclusive access to competitive home loan rates and flexible repayment options, ensuring a customized experience that caters to your unique needs. With our expert guidance, you’ll find a home loan solution that’s right for you, simplifying the process and securing your future.
At Surya Wealth, our client services are more than just offerings—they are a testament to our unwavering commitment to simplifying and enriching your financial journey. Let us guide you to a future of informed decisions, seamless transactions, and unparalleled wealth management experiences.