Comprehensive wealth management for a secured financial future
Elevate your wealth
with expert solutions
Tailored wealth solutions
for lasting growth
At Coheron Wealth, we offer a suite of wealth solutions designed to help you achieve your financial goals. From diverse investment products to estate and legacy planning, our expert team is here to provide holistic wealth management tailored to your needs. Whether you're growing your portfolio, securing your legacy, or optimizing tax strategies, we ensure your financial future is in safe hands.
We help you navigate investments, succession, structures, and strategy so your wealth moves with purpose, not pressure.
Our Approach
Strategic, personalized, and
comprehensive
Investment products
for every need
We offer a diverse range of investment products, including equities, fixed income, offshore investments, and private markets, tailored to your risk profile and financial goals. Our solutions are curated to deliver both short-term gains and long-term stability
Estate &
legacy planning
Our estate and legacy planning services ensure that your wealth is preserved and smoothly transferred across generations. From will creation to strategic tax planning, we protect your legacy and secure your family's future.
Lending
solutions
Need liquidity? We facilitate lending solutions through trusted partnerships with leading NBFCs, providing you access to leveraged financing when you need it most.
Expert tax
planning
Maximize your wealth through our comprehensive tax planning services. We offer tailored strategies to optimize your tax obligations while keeping your wealth growth on track.
Key offerings
Our wealth solutions
at a glance
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Equities
Research, broking, managed solutions like PMS/AIF, access to boutique managers, and mutual funds for growth opportunities in stock markets.
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Fixed Income
Secure your investments with direct bonds, PMS strategies, credit funds, market-neutral strategies, NCDs, and more.
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Offshore Investments
Broaden your portfolio with global investment opportunities, including mutual funds via recognized platforms.
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Private Markets
Gain access to startups, unlisted shares, pre-IPO investments, and curated AIFs for exclusive growth opportunities.
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Leverage
Capitalize on our tie-ups with NBFCs to unlock liquidity through tailored lending solutions.
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Estate & Legacy Planning
Ensure smooth wealth transfer with strategic estate planning and will creation services.
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Tax Planning
Optimize your tax strategies to protect and grow your wealth efficiently.
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Lending Solutions
Secure personalized lending options to meet your liquidity and financing needs.
Your competitive
advantage starts here
Unrivaled expertise
Our analysts bring years of experience and deep market knowledge to every report, ensuring top-tier insights.
Broad coverage
From companies to industries and global economies, we’ve got you covered across the board.
Client-centric research
We focus on your unique needs and goals, delivering insights that empower your financial strategy.
Cutting-edge tools
Leveraging advanced research tools and innovative methodologies, we ensure you get high-quality, actionable data.
Ready to grow
your wealth?
Let Coheron Wealth’s AMC Services help you achieve your financial goals with expert-managed investments. Get started today by exploring our tailored solutions for Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).