Nuvama Group

Overview

Nuvama Group is a prominent Indian wealth management and financial services firm with over 25 years of experience, previously known as Edelweiss Wealth Management. The company offers a fully integrated platform that provides personalized financial solutions across wealth management, asset management, capital markets, and advisory services. Nuvama serves a diverse clientele, including high net-worth individuals, salaried professionals, corporates, and institutional investors.

Backed by PAG, a leading Asia-based alternative investment manager, the organization enhances its operational strength and market reputation. The firm manages client assets with a focus on delivering superior returns and offers a range of services, including tailored financial planning, investment banking advisory, and a distribution platform for mutual fund distributors. It leverages advanced technology to ensure a seamless client experience and operates internationally in markets such as Singapore, Hong Kong, the USA, and the UK. With a commitment to client interests, Nuvama aims to fulfill financial aspirations through bespoke solutions.

Basic Information

Contact Details

• Website: nuvama.com
• LinkedIn: linkedin.com/company/nuvama-group

Key Focus Areas & Initiatives

• growth strategies
• client engagement
• hni
• structured products
• quantitative research
• asset classes
• client relationships
• investment solutions
• wealth preservation
• digital onboarding
• bespoke solutions
• client-first approach
• client onboarding
• client segmentation
• investment research
• client-centric
• private banking
• technology-driven
• capital markets
• industry veterans
• long-term growth
• digital tools
• wealth management
• fundraising
• investment advisory
• trading services
• long-term value
• client customization
• global investment
• trading technology
• digital platform
• client partnership
• financial advisory
• portfolio management
• long-term investing
• market insights
• trading platforms
• uhnis
• client assets
• market analysis
• institutional ownership
• client reporting
• wealth creation
• alternative investments
• financial innovation
• fund management
• digital ecosystem
• client-first philosophy
• financial solutions
• financial services
• market research
• market access
• risk management
• private equity
• client partnerships
• asset management
• wealth management solutions
• financial expertise
• trading algorithms
• integrated platform
• investment strategies
• private markets
• institutional clients
• india financial services
• financial planning
• global capabilities
• technology-enabled
• personalized solutions
• client satisfaction
• financial growth
• digital reporting
• client base
• discretionary portfolio management
• diversified investments
• digital transformation
• securities and commodity contracts intermediation and brokerage
• client services
• tailored solutions
• hni services
• uhni clients
• family offices
• research insights
• tax advisory
• bespoke capital solutions
• technology-driven solutions
• financial products
• custody services
• investment banking
• equity research
• debt solutions
• real estate funds
• private investment trust
• family wealth planning
• tax management
• securities custody
• financial insights
• client relationship management
• market trends
• consumer insights
• investment strategy
• robust technology platforms
• risk assessment
• diversified asset classes
• diversified client base
• portfolio optimization
• liquidity solutions
• customizable investment plans
• financial innovations
• high net-worth individuals
• macroeconomic research
• b2b
• finance
• investment management
• fund-raising
• financial consulting
• consulting
• management consulting
• venture capital & private equity

Technologies Used

• Amazon SES
• Bootstrap Framework
• Google Play
• Google Tag Manager
• Microsoft Office 365
• Mobile Friendly
• Nginx
• Outlook
• Route 53
• Salesforce
• WordPress.org
• reCAPTCHA