Wealth Managers United (WMU)

Founded by passionate, young and client-centric professionals to provide holistic and best-in-class investment advice to manage wealth on behalf of our clients with maturity and responsibility in an unbiased manner by building a relationship of trust and comfort.

We advise and serve an exclusive circle of ultra high net-worth individuals

Managing wealth is WMU’s responsibility and passion. Our objective is to relieve our clients from day-to-day hassles of managing wealth. We encourage our clients to use the time for other important things in their life and to pursue their passions.
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Holistic, Objective and Independent

We pride in providing holistic, objective and independent advice.
We view your complex financial needs from a holistic perspective and ensure your objectives are attained efficiently.
We manage all aspects of your wealth
planning

Planning

Strategizing

Execution

Monitoring

Accounting

Reporting

We help you prosper and achieve each of your personal financial goals in a systematic manner. We make it possible because we are passionate about everything that we do, as we put our heart and soul into our business.
Vision

Our vision is to be one of the most admired and respected Private Wealth Managers in India known for providing best in class investment advisory service to its clients, beating the set benchmarks consistently.

Mission

We will achieve our vision by being a client-centric organisation, serving their best long-term interests by building a relationship of trust and comfort with integrity, transparency and at the same time being pro-active, innovative and result oriented.
 We will provide our employees, a challenging and rewarding environment by treating them and other stakeholders such as business partners, associates & shareholders with mutual respect, being fair and in an equitable manner.
 We will always be a socially and environmentally responsible organisation

Ethos
We follow the following Indian principles to achieve our vision

Sarve jana sukhino bhavanthu – May all the people in the world be happy

Sarva Dharma Samanwaya – May all the humans be treated equally


Ahimso Paramo Dharma – Non-violence is the highest duty

Satyameva Jayathe – Let the truth alone succeed

Jana Seva, Janardhana Seva – Service of the masses is worship of the Lord

WMU is built on the following foundation

Client First

When it comes to priorities, our client is our first priority. Next is the interest of our Company and then finally our own interest. We are clear that if we serve our clients well, our own success will follow. We ensure that all our employees imbibe this lesson, day-in and day-out.

Integrity

We expect our people to maintain high ethical standards in everything they do, both at work and in their personal lives. Though the word ‘integrity’ has several meanings, we keep it simple. Integrity, to us, means being truthful and honouring our word. We ensure that we do what we say… every single time.

Our Primary Assets: Our Reputation And Our Employees

We are committed to fully complying with the letter and spirit of the laws, rules and ethical principles that govern us. Our success depends on guarding our reputation. Sharing the wealth with our employees by employee stock ownership aligns the interests of our employees as shareholders of the Company. We are committed to diversity and we attract, retain and motivate people from multiple backgrounds and perspectives.

Client Experience

In this extremely competitive world, we would like to maintain the best relationship with our clients. We are committed to providing the best-in-class service to our clients and to ensure that they enjoy the relationship of comfort and trust with every WMU employee. Our goal is to find simple solutions to complex problems and situations while taking the utmost care to ensure the highest levels of confidentiality.

Performance

Performance is the key to success. We are confident that our passion for our clients will help us in delivering the best performance consistently. We ensure we set a benchmark on each of the parameters and strive to provide the best results.

Transparency

We are always transparent in our dealings with people, with each other and especially with our clients.

Awards

Highest Net Mobilization – Equity (including balanced funds) – 2nd Position

Awarded by KAMFA (Karnataka Association of Mutual Fund Advisors) during their 3rd Annual Convention – Sep 21, 2013

Highest Net Mobilization – Debt (including FMP/MIP) – 2nd Position

Awarded by KAMFA (Karnataka Association of Mutual Fund Advisors) during their 3rd Annual Convention – Sep 21, 2013

Highest Net Mobilization – Equity – 1st Position

Awarded by KAMFA (Karnataka Association of Mutual Fund Advisors) during their 2nd Annual Convention 2012

Highest Net Mobilization – Debt – 2nd Position

Awarded by KAMFA (Karnataka Association of Mutual Fund Advisors) during their 2nd Annual Convention 2012

Best Emerging IFA – Gold

Awarded by KAMFA (Karnataka Association of Mutual Fund Advisors) during their 1st Annual Convention 2011