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Wealth Management & Advisory
Almondz distributes plethora of products which satisfies the financial needs of various categories of investors under one roof. Our product offerings include:

  • Mutual Funds
  • Fixed Income products
  • Equity IPO’s
  • Tax Savings Instruments
  • Structured Products
  • Equity & Commodity broking
  • Life Insurance & General Insurance products
  • RealEstate

The focus of Almondz distribution is high net worth (HNI) and niche corporate and institutional clients As a national distributor in mutual fund we have an AUM Rs +1500 crs. In Infra bonds segment, we are amongst the top 3 in the country in terms of mobilization. We mobilize these funds for some top rated infrastructure companies like Industrial Finance Corporation of India (IFCI), Power Finance Corporation (PFC), Power Trading Corporation (PTC) etc.In the tax savings category we mobilize these funds for Rural Electrification Corporation (REC) & National Highway Authority of India (NHAI) & are amongst the top 5 mobilizers.

The retail segment is focused entirely through our channel partners. At present we have +2500 active channel partners working with us in distributing financial products.

In past few years financial industry has undergone dynamic structural changes that have deeply affected the sales process. Bruised by high market volatility, today’s investor is skeptical & demands more for less. It requires fresh approaches to understand the investor’s need. Almondz as a financial evangelist is not in just selling of products & services. We are in the business of changing & securing the lives of our clients. We have designed our wealth management advisory processes with clients in mind. This by no means is an inflexible mechanical assembly line but rather a consultative process & approach, which puts clients at centre stage.

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