Ready to maximize your wealth returns?
Redefine your financial journey with our expert knowledge
We diversify your portfolio and reduce risk, enhance returns, and provide stability with our expert team of wealth managers.
Wealth management services for you
Our wide range of wealth management services
Who We Are
We Provide Personalised Wealth Management & Investment Advisory Services
Greatlark Finserve is your trusted financial partner committed to helping you achieve your financial ambition. Our expert wealth managers provide customized strategies to diversify, protect, and grow your investment ensuring a future for you and your family.
1)Multi-Family Office
2)Private Wealth Management.
3)Estate Planning
4)Tax Planning
5) Real Estate Investment.
6) Protection & Risk Management
2)Private Wealth Management.
3)Estate Planning
4)Tax Planning
5) Real Estate Investment.
6) Protection & Risk Management
150+
Active clients
20+
Financial Partners
150Cr+
AUM
05
Awards Won
Delivering Impressive Results
18-22% CAGR for PMS AIFs & Equity Mutual Funds, 7-10% CAGR for Debt Investments, and Premium Insurance Advisory in Partnership with Ideal Insurance, Broking Industry Leaders.
Our trusted partners
Partners we're tied with
HDFC Bank
TATA AIA LIFE INSURANCE
ICICI Bank
Ideal Insurance