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.
“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
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.