Acuwealth turns 8!
Marina Wealth
We successfully completed 8 years of operations on 20th December 2020. On this day exactly 8 years ago, we got our first client investment transaction completed!
Acuwealth was born with the idea to provide professional and consistent advice to discerning customers and help them in their wealth creation journey. We wanted to partner with our client families and build long term relationships by putting their interests above ours, at all times.
We believe that we have lived up to that motto and I am extremely happy to report that the 550 clients spread over 250 plus client families stands testimony to that. We have grown thanks to your generous referrals and we remain indebted to each one of you!
As we embark on to the 9th year of operations, we are working on few things which will be of interest to you. We thought this will be an appropriate moment to share with all of you some preliminary details on what we are working on.
- We are rebranding ourselves working with a leading digital firm and you will see our new identity in the coming days
- From a regulatory and operational viewpoint we are converting ourselves in to a partnership firm
- Our investments in technology will continue and this year we are investing in multiple research and portfolio software tools to serve you better
- We are committed to investing in the best people, leveraging multiple talent hiring options to improve the service experience
We are more than excited and really charged up. Together we will grow!
Thank you once again for all your trust, support, motivation and encouragement.
Committed, we remain!
Sincerely,
Venkat & Prasanna
