About Us

About Etica Wealth

The word ‘Etica’ comes from a Spanish/Portuguese language, which means Ethics. “Ethics before Everything’ is our philosophy at work. We advise only those actions which we implement for our own portfolio. All we look for is how many happy clients are we serving.

We strive to be the clients’ most trusted advisor by transparent dealings, focused on clients primary interests. Integrity for us means being unbiased by distorted incentives & being independent in our analysis & recommendations.

In nutshell, we pride ourselves only on two hallmarks: 1. Honest Advice 2. Quality Service

Our Philosophy

• Keep clients’ interest ahead of ours
• Service to clients independent of any Bank, Mutual Funds or Insurance affiliations
• Ensure confidentiality of clients’ data
• Educate & empower clients to make smart financial decisions
• Service to clients in a timely fashion
• Help our clients’ achieve financial freedom

Services Offered

1. Comprehensive Financial Planning
2. Wealth Management
3. Wealth Consumption & Distribution
4. Basic Financial Planning

Products Offered

• Mutual Funds
• Portfolio Management Services
• Insurance: Life, Health & General
• Direct Equity & IPOs
• Fixed Income Instruments: Fixed Deposit, Bonds & Post Office Products
• Commodities, Derivatives & Alternative Investments

The USP of Etica Wealth Management is aptly described in the words of Zig Ziglar,American author, salesperson, and motivational speaker. “The most importantpersuasion tool you have in your entire arsenal is integrity.”

We help you plan your financial goals and manage your wealth