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Private Wealth Proposition

We began with an ideology of responsible change, a transition that is sustainable beyond boundaries, a pedagogy based on financial literacy using technology.

We at My First Crore are passionate about our belief, emanating from Banking and Investment experience, a platform created to leverage all internet features to create a single window for Investors to transact, address multiple queries and build confidence in the way we will shape the future of Investing in India across domestic and Non Resident investors who wish to contribute and benefit from our emerging economy.

We offer access to a wide range of investment products and solutions backed by reliable, unbiased and consistent advice. Our open-architecture product platform is supported by teams of experienced investment specialists covering all asset classes with thorough analysis.

Our unique Client Value Proposition means:

A. We listen to you better- Clients First
We have highly trained and experienced wealth managers focused on your needs.
Our advice is based on a robust, quantitative and qualitative assessment of individual investor profiles. We focus on service excellence and long-term, holistic view.

By placing clients at the center of everything, the firm holds complete belief in shared success.

B. Open architecture & complete transparency
One of the primary benefits of open architecture is that it allows any combination of proprietary and nonproprietary strategies to reside on a single system, in a range of investment vehicles including:
» Mutual funds
» ETFs
» Individual securities
» SMAs
» Alternative investments

The ability to offer a broad selection of high-quality investment choices is essential to service HNI clients . Time spent up front on thoughtful platform design is ultimately worthwhile, because the platform you create determines the type of experience you will deliver to your clients. No bias to any product manufacturer or fund is critical for unbiased investment platform.

C. One stop platform for all financial needs
We are not just Wealth managers or brokers .We dont help you in just Investments.We are your Partners and stand by you and support you to create your Sound Financial Life. We partner you in:
• Financial Planning
• Wealth Management
• Insurance Planning
• Retirement Planning
• Succession planning
• NRI’s and estate Services