What We Offer

As always, partners grows with you!

PORTFOLIO MANAGEMENT

CWM offer a tailor made investment portfolio managed by professionals to suit the investment objective and needs of the investor. The portfolios are carefully constructed to capture long-term value while minimizing potential loss with the support of fund managers, researchers and analysts.

REALTY SERVICES

We have a deep understanding of the sector, and, therefore, the needs and preferences of our clients. Our team of qualified realty professionals facilitates long-term relationships with buyers and sellers of properties alike across the country, thus enabling clients to put their money in genuine properties for a decent value appreciation at the right place and at the right price.

FINANCIAL PRODUCTS

financial gains are known as financial products. These allow liquidity to circulate in an economy and risk to be spread. Many of the financial products are in the form of contracts that you can negotiate on financial markets. The contracts stipulate cash movement at present and in future, depending on conditions stated.

CURRENCY DERIVATIVES

Investors can hedge against foreign exchange risk and benefit from the rupee’s movement against major foreign currencies. There has been an increase in volumes of trading in currency futures over the years. The euro, Japanese yen, British pound and US dollar are the major currencies for which you can get currency derivatives paired with the rupee.

WEALTH MANAGEMENT SERVICES

Wealth management is an all-encompassing service, providing comprehensive research-based advisory along with convenient and personalized investment execution.cwm offers an unmatched product basket, ranging from debt, equity, mutual funds, insurance, derivatives, commodities, structured products, international funds, art funds and real estate. It is a unique service aimed at transforming clients’ dreams into reality.

EQUITY BROKING SERVICES

We offer online trading on both key platforms—National Stock Exchange and Bombay stock exchange. More importantly, we make trading safe to the maximum possible extent by accounting for several risk factors and planning accordingly. We have created a very robust trading platform that facilitates customers to trade online not only in equities, but also buy fixed deposits, mutual funds, commodities, currencies and also participate in a public issue. Our online platform enables customers to view their portfolio online and also access our various research reports and views on stocks. It also provides them with a facility to communicate with our research/advisory teams online

About Us

CWM is a equity investment advisor, with office in Kanyakumari,Chennai & Bangalore We cater to a diverse client base of domestic, NRI and institutional clients. We have a strong advisory team with deep experience in the area of risk management, focussed on wealth creation in the long run. Our investment philosophy of investing and creating a financial portfolio of high quality stocks has beaten benchmarks such as NIFTY over the long term.

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Our Strategy

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Our Vision

Tangible progress and growth in our clients' wealth through long term, conservative and responsible non-speculative investments to give financial security and peace of mind.

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Our Value

To treat our clients and colleagues with integrity, honesty, and compassion born from thoughtful dialogue making for a truly rewarding experience for both client and company.

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Our Mission

Our mission is to add value with active portfolio management to help our clients reach their long-term financial goals. We achieve this through our investment strategies, adhering to our values and investment principles, and offering employees a challenging and rewarding place to build a career.

Our Services

Equity

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Fixed Deposits

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Mutual Funds

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Loans

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Real Estate

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Insurance

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Why Trader Choose Us

Customer value chain

Professional

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Vibrant

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Trust

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Personality

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Experienced

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Quanlity

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Energy

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Honesty

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Experts

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