About Us

We are a Boutique Mutual Fund Distribution firm founded by seasoned financial expert, with individual industry experience of close to one decades across Mutual Fund Investments, Goal based Investments etc.
Our aim is to be a one stop shop providing personalized financial services that cater to the distinct wealth and financial needs for High Networth Individuals, Corporates, Family offices and retail investors.
We offer technology-based services for our clients to effectively monitor your investments and help you make your dreams a reality.
At Ideal Wealth, our single utmost aim is to assist clients with dedication and integrity so that we exceed their expectations and build enduring relationships.
In an era of constant changing and volatile financial Market, Investors need a Qualified / Trained and unbiased professional to help them in achieving their short term and long term financial wishes.
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