A more

rewarding relationship

About Accumen !

Accumen Wealth offers wealth management and financial solutions to private and institutional clients. As an independent Wealth Management Firm we offer whole of market solutions to both individuals and companies. We work closely with our clients to understand their objectives and to enable a bespoke, strategic plan to be put together.

Our wealth management services includes the following propositions

Long Term Wealth Creation

Retirement Planning

Transition Phase

Treasury Management for Corporates

Helping Entrepreneur’s & Founders

NRI Investor

Always available

We are always available to solve any of your financial queries regarding investments, taxes or planning your future.

Fully transparent

No hidden charges or fees, you can get full account of how your money is managed by our experts.

Wealth Planning

We work with you to find the right solutions for your wealth. We focus on the protection, preservation and performance of your assets.

SIP Calculator

Calculate expected returns on your SIP and plan your investments

  • Rs. 9,00,000
  • Rs. 26,47,074
Created with Highcharts 3.0.9Break-up of Total FutureValue66 %34 %Growth AmountSIP Invested Amt
Created with Highcharts 3.0.9Growth ValueSystematic Investment Plan (SIP) Growth ChartFuture valueInvested Amount201820192020202120222023202420252026202720282029203020312032?0?10.00 Lac?20.00 Lac?30.00 Lac
The graph depicts the total wealth that shall be created over a period of time on the basis of the small investments made every month. It is subject to the returns expected by you after considering the power of compounding.

Calculator :

Meet some of our team

We make wealth creation easy and transparent

Saurav has over 12 years of experience in the field of Wealth Management having worked with Kotak, EFG, ICICI Bank and Citibank..

Saurav Bothra

Co - Founder

Alok has over 14 years of Experience in the Field of Company Law, Audit and Taxation. He has been managing Audit and income tax

Alok Jain

Co - Founder

Rajiv has over 15 years of experience in the field of company law, audit and taxation. He has been advising

Rajiv Jain

Co - Founder

Clients Testimonials