Offerings

We believe in Analytics Backed Quality Investing Recommendations.

Echowin Wealth offers cutting-edge innovation-led product offerings. We bring to you the best-in-class investment ideas, delivered through extensive research & data anaysis.  We help you improve risk-adjusted returns in your portfolio by constant innovation in structuring, recommending and execution of investment products.

Through every step from ideation to implementation, we encourage client participation, ensure visibility, flexibility and transparency.

At Echowin Wealth , we help families plan their future goals, to ensure that they have clear visibility of the investments that they require to make to meet their core life goals.  A detailed assessment of your risk-profile, investment horizon, investment preferences/beliefs and level of investment knowledge, helps us identify the specific investment products that are the most suited for your requirements.

Choosing the right Mutual Funds (MF) that meet your unique requirements can be challenging. Too many options amongst categories & funds can prove overwhelming, resulting in investors often making sub-optimal choices of the funds to invest in.  At Echowin Wealth, we specialise in identifying the specific funds & investment patterns (lumpsum, SIP, STP, SWP) that are the most suited to meet your unique needs.

PMS or Portfolio Management Services offer investors more sophisticated investment options than traditional MF's. 

However, this greater sophistication along with a large number providers, makes identifying the right PMS a challenge for investors. We are uniquely positioned to help identify the best PMS investment for your specific needs. This is driven by our industry-leading research into PMS

AIFs or Alternative Investment Funds offer investors more sophisticated investment options than traditional MF's.  However, this greater sophistication along with a large number of providers, makes identifying the right AIFa challenge for investors. We are uniquely positioned to help identify the best AIF investment for your specific needs. This is driven by our industry-leading research into AIF

Proprietary in house Algorithm based Systematic Investment Plans ( SIP's) based on extensive data  anaytics to give a return that is superior to a normal SIP.

Proprietary in house Algorithm based Lumpsum Investment Plans based on extensive data  anaytics to give a return that is superior to a normal SIP.

We also provide services to secure your life and finances for any unforseen circumstances by offering Life Insurance and Health Insurance products that are the best in the market by a thouough analysis of the benefits along with reliability and affordability

We also provide services in general insurance products like car insurance etc