New Way of
Managing Wealth
A rewarding synergy of traditional investment products
with a new approach towards risk management.
A Boutique Wealth
Management Company
Poona Wealth Advisors, a boutique wealth management company and investment hedge firm, was created with an aim to demystify sophisticated investment opportunities and to empower HNIs, UHNIs and Corporates to explore a wide array of financial portfolios. Equipped with strategy, research, knowledge and discipline as their foundation pillars, Poona Wealth Advisors’ core strength is effective risk management.
Castling Strategy
The robust framework that identifies the underlying asset universe of each portfolio and designs actions through options to offset the risk to the core asset.
The most diversified capital market product which enables individual investors to invest in a structured portfolio managed by professionals.
The securities instrument that may contain multiple types of investment assets like stocks, commodities, bonds, etc and is traded in the stock exchange.
Bonds
A debt instrument, issued by either a corporate or the government to raise funds for specific projects. They are usually time-bound and the investors receive interest against the amount invested in bonds.
A relatively new concept in the investment sphere, P2P is based on crowdfunding wherein an individual or company can obtain funds without involving the traditional financial institutions.
25 +
Years of Experience
300 +
Portfolios
Driven by a passion for asset management, this young firm is steered by the enterprising trio – Gouranga, Swapnil and Akshay – who have collectively managed 300+ portfolios/investors in their career. PWA is a springboard towards their dream of establishing a global network of investment solutions that cater to a multitude of investors and is trusted by all stakeholders.
At PWA, as a wealth advisor and partner, they believe in building long-term relationships with their clients, nurtured with trust and competency, leading to sustained asset growth.