Skip links

Explore Our Services

BUILD YOUR WEALTH

Create long-term wealth beating inflation by investing in equities

Focus on long-term goals such as children’s education and retirement
Identify the right investment manager to grow your money with the right product
Strategize equity investments and deploy funds optimally

PRESERVE YOUR WEALTH

Sustain your purchasing power WITHOUT worrying about inflation

Ideal for families and individuals looking for regular-income and pension plans
Helps to save for short-term goals like buying a car, house, etc
Optimized cash flows with better tax-efficiency, reduced risks, improved liquidity, and plans for post-retirement needs

TRANSFER YOUR WEALTH

Secure your family’s wealth with diligent assistance for a hassle-free transfer

For wealthy families and Individuals looking to ensure smooth transfer within the family
Focus on tax-efficient transfers, appropriate use of wills & trusts, and effective succession planning

PROTECT YOUR FUTURE

SAFEGUARD your family’s lifestyle, interests, and dreams

For individuals and families looking to protect existing assets and future cash flows
Choose the right insurance products for sufficient risk coverage
Insurance coverage for life, health, personal accidents, critical illnesses, and assets

Trust the North Star to Guide you Home

Asset Allocation to ensure that you maintain an appropriate asset mix
Tax Efficiency to help you add sizeable savings to your portfolio
Risk Assessment to understand and align to your risk tolerances
Liquidity requirements that consider your lifestyle and goals
Transparency to keep you informed through strong and consistent communication
Our guiding principles
At MarinaWealth, we take an investor-centric approach, to guide and support you through each step of the journey.
Your financial voyage will face ever changing market conditions filled with varied information sources, product options, paperwork, regulations, and risks which can push you off course.
We strive to make this voyage safe and rewarding for you with deep empathy, careful planning and total transparency at every stage by using the finest research, analytics, and risk profiling tools.
This is us, the North Star to your Financial Journey.
Meet your Captains

Get. Set. Sail…
towards Financial Freedom

We love to listen. That’s our little secret to understand and engage with
your finances in a personalized, need-based way, to help you stay the course.

We carry out all routine checks before we set sail by understanding your current finances
We look for what’s beneath the tip of the iceberg, to earmark potential risks upfront
We chart your financial journey map and key progress ports with clear guidance
We cruise ahead, with lifeboats, night watches, and everything it takes
We bank at key milestone ports to review progress and recommend course correction

Cruise ahead with Confidence!

Smooth sailing. That’s our promise, and we deliver it with the 4Cs.

Clarity

Be clear and assured with our research-backed investment decisions

Competency

Meet your financial goals with our deep domain knowledge and expertise

Consistency

Expect perfect service and support for investment processes, at every step

Continuity

Experience a long-term, customer-centric engagement with our team

Key Highlights

10+

Years of proven track record of excellence

20+

Cities of global client footprint

35+

Tie ups with fInancial institutions and products

50+

Years of combined financial experience

300+

Happy families who trust us with their wealth

₹500+ Cr

Assets under our distribution

As a Global citizen, take advantage of the huge India opportunity

We anchor the Indian investments of over
50 NRI families across the world.

Learn More

Client Testimonials

Blog

Read more blogs

Don’t keep your
Wealth waiting.

Let’s set sail towards financial freedom

Connect Now