Our Services
Mutual Funds
At EthiWealth, we pride ourselves on offering specially curated mutual funds tailored to each client's unique risk profile. We carefully select and manage a diverse portfolio of investments, ensuring that your funds are perfectly aligned with your personal financial goals, risk tolerance, and investment horizon. This personalized approach allows us to maximize potential returns while maintaining a level of risk that you're comfortable with, providing you with peace of mind and a path to achieving your financial aspirations.
We cater to our High Net Worth Individual (HNI) clients by distributing carefully selected Portfolio Management Services (PMS). As distributors, we match each client with PMS options that align with their unique financial goals and risk profile. Our personalized approach ensures that HNI clients receive tailored investment solutions to grow and preserve their wealth effectively.
Portfolio Management Services(PMS)
Intelligent Advisory Portfolio (IAP)
Intelligent Advisory Portfolios (IAPs) are pre-designed innovative investment solutions, curated to simplify equity market investing for those who don’t have time to stop and invest. IAPs are a diverse range of pre-packaged equity portfolios curated by Registered Investment Advisors (RIAs), ideal for both active and passive investors.
All financial products under Motilal Oswal available like Dmat account, Insurance Products, NRI Broking, etc.