Span Wealth

WE ONLY

CHASE MONEY

TO STOP

CHASING MONEY.

Freedom is the greatest thing money can buy. Freedom from the ordinary. The mundane. Freedom from the choices our heart doesn’t make. At SPAN Wealth, we’re committed to helping our clients achieve their avowed goal of financial freedom.

0 +
years of
MEANINGFUL INVESTING
We offer a wide range of investment options that cater to the varying needs of our clients. Our top investment tools are:
Mutual Funds
92%
AIF
95%
Private Equity
85%
Trusted by 1000+ families
Investment experts since 1994

Products you’ve
heard about.
With an approach
you haven’t.

We aren’t just product pushers. We’re guardians of our clients’ wealth. We don’t complicate processes, or fog your judgement with unnecessary recommendations. Because for us, you’re more than just an account number. You’re a relationship we look to nurture.

Trusted by 1000+ families

Investment experts since 1994

Products you’ve
heard about.
With an approach
you haven’t.

We aren’t just product pushers. We’re guardians of our clients’ wealth. We don’t complicate processes, or fog your judgement with unnecessary recommendations. Because for us, you’re more than just an account number. You’re a relationship we look to nurture.
Assets under management (AUM)
0 Cr+
Profits delivered
0 Cr+
Portfolios under management
0 +
WHY CHOOSE US

Enabling financial freedom
through various instruments:

Mutual Funds

Choose from top performing mutual funds, with year-on-year performance data before you invest.

Portfolio Management Services
Invest in equity – our deep understanding of the market lets you make informed decisions and reduce unnecessary risks.
AIF
Opt for a privately pooled investment, into asset classes like real estate, commodities, venture capital, hedge funds, and more.
Private Equity
Invest in private companies that are not listed in public stock exchanges.

Hear from our clients

“It is really refreshing to work
with a financial advisor who is
truly interested in their client’s
needs, circumstances and
preferences.​”

SANJAY DALMIA

SENIOR ASSOCIATE, DELOITTE GERMANY

“Your professional, ethical and
caring demeanour elicits my trust
and respect and I gladly
recommend your services
whenever possible.”

NILESH VIKAMSEY

SR. PARTNER, KHIMJI KUNVERJI & CO, PAST PRESIDENT - ICAI

“You always explain everything
thoroughly and I never feel
uncomfortable asking
questions or expressing an
opinion.”

ROHAN MANEK

SENIOR ASSOCIATE, DELOITTE GERMANY

“Working with Span Wealth has been a game-changer for my portfolio. Their strategic insights, personalized approach, and deep understanding of the markets have consistently delivered exceptional results. I trust them completely with my financial planning and value their integrity and professionalism”

Amjad Khan

SR. PARTNER, KHIMJI KUNVERJI & CO, PAST PRESIDENT - ICAI