Who we are
We are a team having 30+ years of cumulative experience across banking and investment products. Our platform – ActivWealth allows you to seamlessly transact, track and manage your portfolio at one place. ActivWealth is a new generation all-in-one wealth tech platform for all your investment needs which saves your valuable time & energy.
Team Activ
What we do
- Mutual Funds
- PMS
- Alternate Investment Funds
- Perpetual Bonds/Gold Bonds & More
- International funds
- Private Equity Funds
- Venture Capital & Start-up Funding
- Unlisted shares
- Health & Life Insurance
- Estate planning| wealth transfer| Will creation
- Real Estate | REITs | Fractional real estate
- Home loans & Loan on securities
Why us
- We can help you create a personalized financial plan.
- We can help you with the tracking and timely review of the your investments
- We can help you with the diversification of risk on your investments across asset classes and geographies.
Why us

We help you create a personalized financial plan.

We help you with the timely review of your investments/needs.

We help you with the diversification of risk across asset classes and geographies.

We are not inclined to certain products or third parties.

Complete independence, Complete clarity, Completely personal, Complete trust