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About Us

Investment Ideaz is a boutique ‘Private Wealth Firm’ founded in 2009; with a vision to be the most trusted Wealth Management Group in India. Its core team includes private banking professionals who spent credible years in the areas of Private Banking and Strategic Consulting before setting up Investment Ideaz.

While laying the foundation of the Investment Ideaz we dreamt of setting up a truly honest client oriented practice. We wanted our clients to “Celebrate Life with Investment Ideaz” as we were driven by the passion of touching their lives and not just managing their wealth. And we knew that this would happen only if we were able to disengage our clients from the arduous task of managing their wealth.

This would free them to pursue their dreams and delegate the task of efficiently managing their wealth to us, which is, a product of Trust, because delegation is a follower of faith and trust. Over the years the acceptance of Investment Ideaz by Private Clients at large and the goodwill that it has generated in the Wealth Management Industry continues to be the source of energy for its continuous growth.

It is our privilege to introduce you to Investment Ideaz and if you feel that we would be worthy of your trust then we would feel proud to welcome you to the Investment Ideaz Family. Our practice model was built around the needs of a client. Investment Ideaz unique selling point is that it manages the total financial affairs of their clients.

A typical Private Client of Investment Ideaz is an informed and knowledgeable Client Family, which has and is creating Private Wealth. Together they constitute the most successful section of our society. They are high profile Corporate Heads, Successful Professionals and Entrepreneurs, and Eminent Business Owners.

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Sunil Subramaniam Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Thu, 31 Aug 2017 12:33:29 +0530