Welcome to Ultimate Wealth, where financial success meets expert guidance. As a leading investment firm, we pride ourselves on providing unrivalled expertise and personalised solutions to help you achieve your financial goals. With a team of seasoned professionals, cutting-edge research capabilities, technological expertise and a commitment to delivering exceptional results, Ultimate Wealth is dedicated to empowering you with the knowledge and tools you need to make informed decisions and maximize your returns.
Experience the difference of a trusted investment firm that puts your financial well-being at the forefront. Invest with confidence, invest with Ultimate Wealth.
NURTURING WEALTH
PASSIONATELY SINCE 2003
At our Ultimate Wealth, we put our customers first in everything we do.
Our customer-centric approach is at the core of our business philosophy. We understand that your financial goals and aspirations are unique, which is why we take the time to listen, understand, and tailor our investment strategies to meet your individual needs. With a focus on building long-term relationships, we prioritize transparent communication, personalized guidance, and exceptional customer service. Your success is our success, and we are committed to going above and beyond to help you navigate the world of investments with confidence and peace of mind. Experience the difference of our customer-first approach and embark on a journey towards financial growth and prosperity.
Our investment strategy is powered by cutting-edge technology, revolutionizing the way we navigate the financial markets. By harnessing the latest advancements in data analytics, artificial intelligence, and machine learning, we gain valuable insights and uncover hidden opportunities that traditional methods may overlook.
This technological advantage enables us to make data-driven investment decisions with precision and agility. Our robust algorithms and predictive models analyze vast amounts of market data in real-time providing us with a competitive edge and enhancing the accuracy of our strategies. With technology as our ally, we strive to deliver optimal results and stay ahead of market trends, ensuring your investments are positioned for success in an ever-evolving landscape. Trust in our technology-driven approach to unlock the full potential of your investments.
At Ultimate, wealth management is not just a service we offer; it is our unwavering passion. We are dedicated to helping you grow, protect, and preserve your wealth for a secure and prosperous future. With deep expertise in wealth management strategies, our team is committed to understanding your unique financial objectives, risk tolerance, and aspirations. We work tirelessly to create personalized investment plans tailored to your specific needs, ensuring that every decision is aligned with your long-term goals. Our passion for wealth management drives us to stay abreast of the latest industry trends, employ innovative strategies, and provide you with the highest level of service and guidance. Entrust your financial journey to our passionate team, and let us help you navigate the path to financial success with confidence and peace of mind.
At the helm of Ultimate Wealth is our esteemed founder, Mr. L Sridharan. A dynamic and vibrant individual aged 63, Sridharan brings a wealth of experience and energy to the table. His journey began as a subinspector in the Tamil Nadu state police department, and over the years, he has transformed into a luminary in the financial services sector. With over two decades of experience, His expertise is a blend of his relentless dedication, adept relationship management, and sheer hard work. Having held pivotal positions at renowned organisations like HUL, Cadburys, Garden, Way 2 Wealth, and Kany, Mr. Sridharan's diverse background is the cornerstone of his exceptional financial acumen.
KV has come with a rich vintage and knowledge of finance and investments with a distinguished career spanning over 28years. He was associated with Citi Bank, HSBC, HDFC AMC, ABN AMRO Bank, followed by Motilal Oswal and Morgan Stanley MF. Before joining Ultimate, he was associated with Entrust Family Office. He has been associated with Ultimate for the past two years as our CEO to take the baton from Sridharan to take Ultimate to the next level. Today Ultimate is one of the renowned distribution arm to be reckoned by any of the product manufacturers. Beyond his professional achievements, KV Vardhan is known for his approachability and dedication to his team and clients. His commitment to excellence is matched only by his passion for making a positive impact on the financial lives of those we serve.
Ultimate Wealth Pvt. Ltd. 45,
Prabha Arcade, 1st Floor,
Kathriguppe Main Rd,
Banashankari 3rd Stage,
Bengaluru, Karnataka 560085
Monday to Friday
9:00 AM to 6:00 PM
1st & 3rd Saturdays of the month
9:30 AM to 1:30 PM
Closed on all Indian public holidays, 2nd & 4th Saturdays and Sundays
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of the schemes is neither an indicator nor a guarantee of future performance.
Ultimate Wealth Pvt. Ltd. is a Mutual Fund Distributor with AMFI Registration No: ARN- 84328, registered on 17/01/2012 with current validity of ARN upto 16/01/2027. CIN: U67110KA2007PTCO41877. GSTIN: 29AAACU8868K1ZH. Registered office: 45, Prabha Arcade, 1st Floor, Kathriguppe Main Rd, Banashankari 3rd Stage, Bengaluru, Karnataka 560085. For any grievances please write to customercare@ultimatewealth.in
Ultimate Wealth Pvt. Ltd. makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Unless otherwise specified, all returns, NAV, etc are historical and for illustrative purposes only. Future will vary greatly and depends on personal and market circumstances. The information provided by our blog is educational only and is not investment or tax advice.