Company Tagline
Co-founders in your journey of wealth creation. Backed by Angel One.
Industry Category
Business Keywords
Company Description
Ionic Wealth is a leading investment management firm dedicated to transforming the wealth management landscape through a fusion of industry expertise and cutting-edge technology. With a focus on serving High Net Worth individuals, Ionic Wealth offers a wealth-tech platform that provides seamless, strategic investment solutions and personalized service. Backed by the legacy of Angel One, Ionic Wealth delivers a robust foundation for its clients' wealth journeys. Ionic Wealth is located in Mumbai, Maharashtra, IN.
As co-founders in wealth creation, Ionic Wealth empowers clients with exclusive access to unique investment opportunities across diverse asset classes. The firm simplifies private market transactions and provides comprehensive portfolio reviews powered by proprietary, algo-driven technology. This advanced technology helps assess portfolio risk, analyze compositions, and deliver tailored recommendations from Ionic Wealth’s team of experts. Ionic Wealth also offers pathways to becoming an accredited investor and provides competitive rates on brokerage services.
Ionic Wealth is committed to partnering with clients for exceptional growth, offering innovative solutions and expert guidance to navigate the complexities of wealth management. The firm’s dedication to technology and personalized service ensures that each client receives the attention and support needed to achieve their financial goals. To learn more about how Ionic Wealth can help you secure your financial future, please visit www.ionic.in or reach out to one of our Relationship Managers. We encourage Ionic Wealth’s management to create a customized and exclusive company showcase and product listing on our platform.
Ionic Wealth est une société de gestion d'investissements de premier plan qui se consacre à transformer le paysage de la gestion de patrimoine grâce à une fusion de l'expertise du secteur et d'une technologie de pointe. En mettant l'accent sur le service aux particuliers fortunés, Ionic Wealth offre une plateforme de technologie de pointe qui fournit des solutions d'investissement stratégiques transparentes et un service personnalisé. Soutenu par l'héritage d'Angel One, Ionic Wealth offre une base solide pour le parcours de richesse de ses clients. Ionic Wealth est situé à Mumbai, Maharashtra, IN.
En tant que cofondateurs de la création de richesse, Ionic Wealth permet à ses clients d'accéder exclusivement à des opportunités d'investissement uniques dans diverses classes d'actifs. L'entreprise simplifie les transactions sur les marchés privés et fournit des revues de portefeuille complètes, grâce à une technologie exclusive basée sur des algorithmes. Cette technologie de pointe permet d'évaluer les risques du portefeuille, d'analyser les compositions et de fournir des recommandations personnalisées de l'équipe d'experts d'Ionic Wealth. Ionic Wealth offre également des possibilités de devenir un investisseur accrédité et propose des tarifs compétitifs sur les services de courtage.
Ionic Wealth s'engage à s'associer à ses clients pour une croissance exceptionnelle, en offrant des solutions innovantes et des conseils d'experts pour naviguer dans les complexités de la gestion de patrimoine. Le dévouement de l'entreprise à la technologie et au service personnalisé garantit que chaque client reçoit l'attention et le soutien nécessaires pour atteindre ses objectifs financiers. Pour en savoir plus sur la façon dont Ionic Wealth peut vous aider à assurer votre avenir financier, veuillez consulter www.ionic.in ou contacter l'un de nos responsables des relations. Nous encourageons la direction d'Ionic Wealth à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Key Personnel / Employees
Compare Companies Side by Side
Compare Ionic Wealth with 3 companies in Investment-Management
| Comparison Field |
Ionic WealthMain Company |
Happyness FactoryView Profile |
ProactiveView Profile |
WP Financial Planner...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2015 | 2006 | 1985 |
|
Company Size
|
— | 51-200 | 51-200 | 2-10 |
|
City
|
Mumbai, Maharashtra | MUMBAI , Maharashtra | London, London | Perth, WA |
|
Country
|
India | United Kingdom | Australia | |
|
Skills & Keywords
Comparing with main company
|
18 Total Skills
Investment Management
Wealth Management
Financial Planning
Private Equity
Portfolio Management
Wealth Technology
Investment Solutions
Investing
Personal Finance
Wealth management
Money
Wealth Creation
Finance
Markets
Estate Planning
Investments
Tax Optimization
Technology
|
7 Total
1 Common
6 Unique
Match
6%
Common Skills:
Portfolio Management
Unique Skills:
Financial Coaching
Financial Services
Fintech
Goal Based Investing
Mutual Funds
SaaS
|
18 Total
18 Unique
Unique Skills:
binance
BLOOMBERG
cryptocurrency
CSE
Events
Financial Journalism
+12
|
7 Total
7 Unique
Unique Skills:
Aged Care
Cashflow Management
Debt Management
Retirement Planning
Risk Management
Self Managed Super Funds
+1
|
4
Total Companies1985
Oldest Founded3
Countries49
Unique SkillsSimilar Companies
Other organizations in the same industry
Al Barij International LLC
Investment-ManagementABI provide full range of Business Services, P Equity, Corp Fin, Project Dev, Tax & VAT, Audit & Fin...
Alternative Company Names
This company is also known as