What We Offer

As always, partners grows with you!

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

A marketing strategy contains the company's value proposition, key brand messaging, data on target customer demographics, and other high-level elements.

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.

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.

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.

Our Services


The equity is evaluated by the difference between liabilities and assets recorded on the balance sheet of a company.

Fixed Deposits

A fixed deposit is one of the most popular investment options in India.fixed deposits pay the depositor a fixed rate of interest.

Mutual Funds

A mutual fund is an open-end professionally managed investment fund that pools money from many investors to purchase securities.


A loan is when you receive money from a friend, bank or financial institution in exchange for future repayment of the principal, plus interest.

Real Estate

Real estate business is the profession of buying, selling, or renting real estate (land, buildings, or housing).


Business insurance is insurance that protects commercial enterprises from any losses that occur during the normal course of business.