Wealth Management

We at Bhumika, Wealth management is not only about investments and savings. It is far more wider term that encompasses all the aspects of a person’s and the family’s financial life. Over the period of your life wealth plays different roles for you. And hence, it is extremely important to plan all this in advance and be prepared for the future. We as a wealth management firm considers it as our duty to make this whole process a simple and easy to understand service for you.

Following are some of the important aspects of wealth management:
Understanding Investment needs: Clarity of the investment needs should be of the utmost priority to set the direction.
Products and Services:Knowing the right products and services suitable for you will enable you to take the right decision to achieve your financial goal.
Advisory Services: Involving the professionals will enable you to take advantage of their professional experience and expertise.
Estate Planning: Estate Planning is also a very essential part of your wealth management as it ensures and preserves wealth for a longer term.

Financial Planning Process



Busy Professionals

We provide you with a well thought out action plan to simplify finances and augment your long-term prosperity as we understand your time constraints.



We unravel your financial goals pertaining to both business and personal requirements and help with multiple money decisions basis your priorities.


Non Resident Indians

We endeavor to maintain a fine balance between the demands of different geographies while adapting your finances to the dynamics of the markets.



We empower you to take control over your finances to help you in making decisions for investing towards your future.


People in Transition

We channelise our expertise to assess the impact and stride over challenges brought about by life transitions such as retirement, child going to college, or a change of career.


People on the Go

We help you stay connected for you to manage money on the go whilst you are in the air or out at sea, with seamless access to an expert team of advisors trained to deal with your complexities.


Open an Online Trading Account.

We’re here to get you onboard!

With relates to compliance norms, we ensure that we will not disclose customer information.

Apply Online. Paperless Process. Zero Charges