Zreya Wealth Solutions provides their clients easy to use and simple to understand wealth management tools.
Basic Information
Zreya Wealth is a platform that provides users tools to do comprehensive financial planning and not just investment management. They provide every client need based researched backed solutions. They guide their clients to be proactive and to focus on achieving financial goals. As a client one has complete control on their cash flows alone and nothing else. As a financial planner, they assist clients in wealth management program from accumulation phase, to preservation phase to distribution phase starting from creating financial plan, managing portfolio and transfer of assets through estate planning services. Comprehensive coverage on Mutual funds, Life Insurance, Health Insurance, Real estate Investments, Estate Planning, Loans, Tax planning is part of their service offerings.
Legal Name
:
Zreya Wealth Solutions Pvt Ltd
Headquarters
:
Bengaluru, Karnataka, India
Founding Date
:
2012
No. of Employees
:
<10
Core Team
:
1.
Sivaram Iyer
Co-Founder
2.
Venkatesh T.K
Founder & CEO
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