When You Succeed, We Thrive. Achieving Your Financial Goals is Our Greatest Reward.

Find an investment or tax advisor worthy of your trust

our philosophy

We believe our comprehensive financial solution will significantly impact your life.
Our aim aligns with simplifying and ensuring ethical financial guidance to promote financial knowledge.

plan

Plan before you act

With our expertise and experience in advising clients on portfolio creation, we match your goals with financial investments that help you in realizing them.

invest

It is time to put your plan into action

Once a plan has been created, it is time to implement it. Our technology platform makes investing in different asset classes and tracking your portfolio performance easy.

prosper

Staying vigilant to keep on track

Wealth creation is not a one-time activity. Our team carefully looks at rebalancing opportunities so that your portfolio performs as planned.

ABOUT Athworth

At Athworth Wealth, we are dedicated to helping individuals and businesses navigate the complex world of finance with confidence and clarity. Our mission is to empower you to achieve your financial goals through personalized strategies, expert insights, and a commitment to your long-term success.

With a client-first approach, Athworth Wealth blends innovation with deep financial expertise to create tailored solutions for wealth management, investment planning, and financial advisory services. We take pride in building strong relationships based on trust, transparency, and excellence, ensuring that your wealth is managed with care and precision.

Whether you’re aiming to grow, preserve, or transfer your wealth, Athworth Wealth is here to guide you at every step of your financial journey. Let us help you turn your aspirations into achievements and secure a prosperous future.

Choose Your Plan

A plan that takes a holistic view of your short and long-term financial goals. Our
experienced advisors create a detailed plan that helps you achieve them.

FINANCIAL PLANNING

Financial planning involves setting goals, budgeting, saving, investing, managing debt, and securing insurance. Regularly track progress and adjust for life changes.

INVESTMENT PLANNING

Investment planning involves assessing financial goals, risk tolerance, and time horizon. Diversify investments across assets, monitor performance, and adjust strategies for market changes.

GOAL PLANNING

Goal-based investing solely focuses on your Dreams and Aspirations. It enables you to allocate your hard-earned money to achieve all your short-, medium-, or long-term goals.

CHILDREN EDUCATION

Bless your child with the best education opportunities with financial safety. Your child will be able to fulfil his/her dreams and career goals.

RETIREMENT PLANNING

We believe in empowering you to enjoy the retirement phase of your life that is free of financial worries or constraints.

TAX SAVING

We offer a suitable tax-saving plan that can help reduce the burden of taxes and maximize your savings. Such investments help you save taxes and still earn equity-linked returns

COMPREHENSIVE SOLUTION

We prioritize delivering customized, innovative solutions to drive our clients’ growth. Our approach sets us apart, as we don’t rely on generic strategies. Instead, we develop specific plans to ensure our clients reach their goals. We guarantee that you accomplish in:

BE READY

Emergency Fund Planning

protect yourself & family

Insurance Planning

goal based investing

Achieve Your Goals Confidently With Planned Investment.

retirement planning

Live A Dignified Retired Life With Apt Retirement Planning Solutions.

estate planning

Transfer Your Hard-Earned Money In The Most Tax Efficient Manner.

tax

Plan & Save Taxes & File Your Income Tax Returns On Time.

Our Service

Mutual Funds

Discover the potential of mutual funds with Athworth expert guidance. Our advisors will design a strategy to maximize your wealth through carefully selected mutual fund investments

Portfolio Management Services (PMS)

Invest in Athworth PMS by partnering with our expert managers who craft personalized, goal-oriented portfolios for your financial growth and success

Alternate Investment Funds (AIFs)

Invest in Athworth’s Alternate Investment Funds (AIFs) with the guidance of our expert advisors. Our team will work closely with you to tailor strategies that align with your financial goals. Unlock unique investment opportunities designed for your success.

faq's

What is Athworth?

Athworth is a leading wealth management firm providing personalized investment solutions such as Portfolio Management Services (PMS) and Alternate Investment Funds (AIFs). Our mission is to help clients achieve their financial goals through expert-driven strategies and tailored advice.

We offer a range of financial services, including:

  • Portfolio Management Services (PMS): Customized portfolios actively managed by our experts.
  • Alternate Investment Funds (AIFs): Access to exclusive investment opportunities beyond traditional assets.
  • Wealth Management: Comprehensive financial planning and advisory services to help grow and protect your wealth.

PMS and AIFs are typically suited for high-net-worth individuals (HNIs) or institutional investors who meet the minimum investment thresholds and seek personalized, high-potential investment solutions. Athworth offers customized plans for each client based on their specific goals and financial position.

To get started, schedule a consultation with our advisors. We’ll assess your financial goals and risk tolerance, and based on this, our team will recommend the most suitable investment strategies. You can begin investing once your account is set up and funded.

The minimum investment requirement for PMS in India is ₹50 lakhs, while AIFs generally require a minimum investment of ₹1 crore. Specific requirements may vary based on the fund or service you choose.

You can reach us through our website’s contact form, or via email and phone. Our team is ready to assist you with any inquiries or to set up a consultation to discuss your financial needs.

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Invest smart, grow strong—Athworth’s wealth management solutions are built around you.

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