Mutual Funds

A mutual fund allows a group of people to pool their money together and have it professionally managed,

Structured Product

Structured Product are alternative investments using pooled funds that employ numerous different strategies to earn active return, or alpha, for their investors.

Insurance

Insurance is an assurance that provides protection against possible eventuality.

Commodity

We help you invest wisely in commodities like silver & gold. The 'yellow metal' is a preferred investment option,

Real Estate

Buying real estate is about more than just finding a place to call home.

Bonds

Bonds are fixed income instruments, which are issued for the purpose of raising capital. Both private entities, such as companies,

About UsWho We Are ?

With over 25 years in the industry, backed by a strong legacy that spans over four decades, Modi Wealth Management is now managed by third generation entrepreneurs who have carved a niche for themselves in the finance business.

At Modi Wealth the chain of command is handled by direct family members which is an integral factor differentiating us from others, ensuring consistency & integrity at every level. Each vertical within the company is headed by experienced senior family member thus making it possible for us to handle diverse portfolios efficiently.

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Why Us

Process

We sync well with the client explaining them every bit of our process and making them understand the simple concept that managing 100% of your wealth is more important than investing a part of it in risky options and saving the other part not ‘investing’.

Thematics

Sector funds tend to take focused exposure to a single sector or related sectors to benefit from the phased rally of that sector. For example an IT, Banking or a pharma fund will particularly be invested only in these sectors alone. This increases the risk of the portfolio. We do not recommend such funds.

Segment

We do not focus on single segment allowing the fund manager to switch between

segments increasing the oppurtunity & reducing the volatility.

Meet The Team

Veteran in Financial Management, an alumuns of NMIMS University, Mumbai & SP Jain Institute of Management & Research, Mr. Gautam Modi joined in 2012 as head of investment department. He brings aboard his unique vision, management practices & innovative approach towards educating people on financial services.

GAUTAM MODIFounder & CEO

Successfully completed Bsc Business Administration from NMIMS Mumbai, &Msc Finance from University of Reading, UK alongwith masters in business administration from SP Jain Institute of Management & Research, Mumbai is a number cruncher & a marketing whiz kid to the boot.

KESHAV MODICFO

App Flow

Have a quick glance at your investments in Mutual fund, life insurance, General Insurance, view MF transaction, use calculators and much more in few easy clicks at your fingertips

Our Group

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