Unlocking Your Path to Financial Freedom
Welcome to Ethicus Wealth Pvt Ltd where we believe that your financial journey is unique, and we are committed to guide you through every step. From building wealth to securing your future, we offer a range of solutions to help you achieve your goals and create the life you’ve always envisioned.
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Qualified Team Members
ABOUT US
Empowering Growth Through Ethicus Wealth Pvt. Ltd.
Ethicus Wealth Pvt. Ltd. is a Wealth Management/Financial Planning Firm. This Firm running by professionals and Experience Management. Our Expertise is in "Need Base Financial Planning" which helps our customers to achieve their Financial Goals with proper Risk Management.
The name 'Ethicus" is derived from the Greek word "ethos", which refers to character, moral nature, or guiding beliefs. The suffix "-icus" suggests a relation to or association with, often used in academic or formal contexts. Together, "Ethicus conveys a sense of ethical principles and integrity, aligning well with the concept of wealth management, where trust and moral responsibility are paramount. This name implies a commitment to managing wealth in a way that is not only profitable but also aligned with ethical standards and values.
ACHIEVEMENTS
Milestones We Achieved
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AWARDS From Different Asset Management Companies
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RECOGNITION internationally
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YEARS Consecutive MDRT USA & COT 2023 (2020, 2021, 2022, 2023, 2024)
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YEARS Consecutive SIP Champions Award from Nippon at International Stage (2018, 2019, 2020)
Features
Top Features We Provide
Discover the powerful tools and features we offer to help you manage your investments, track your financial goals, and make informed decisions with ease.
Portfolio Analysis
Gain deep insights into your investment portfolio with detailed analytics, performance tracking, and risk assessment to optimize your returns.
Invest Online
Seamlessly invest in a wide range of mutual funds, stocks, and other financial products online with just a few clicks.
Goal Tracker
Set and monitor your financial goals, such as retirement or education savings, and stay on track with personalized recommendations.
Research
Access in-depth research reports, market trends, and fund performance data to make well-informed investment decisions.
Right Asset Class
Equity market has outperformed all other investment avenues
Equity (Sensex TRI) has delivered the highest long-term returns at 14.43% CAGR, proving its strength as a wealth creator.
It has outperformed all traditional investment avenues like gold, PPF, and fixed deposits by a wide margin.
Investing in equities helps beat inflation and grow real wealth over time — essential for long-term financial goals.
Source: Gold & Silver – RBI Data as on Mar 2024 | Bank & Co. Deposites – RBI Data as on Sept 2023 | Inflation – RBI Data as on Mar 2024, Inflation data before 2012-13 is taken as per WPI Rate and From 2012-13 CPI rate is considered | Sensex TRI-ACE MF Data as on March 2024.
SIP Calculator
Power of SIP
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Testimonials
Discover What Clients Say About Us
Hear directly from our clients about how AssetPlus has helped them achieve their financial goals with ease and confidence.
Thanks to Samriddhi for my money Vriddhi. I'm glad I chose Anil Singhania, the owner of Samriddhi, for my financial investments.
Anju Saini
Very true. With some lumsum and sip investments in children's name, i too could purchase a flat for my son three months ago. So cheers to MF. Most of the MFS were sips advised by you when you were at smifs.
Andrews
This testimonial is from Ms Sweta Choudhary, please make necessary coorection.
Ms Sweta Choudhary
This is Ipsita Agarwal, from Ideal Insurance Brokers- the Life Insurance consultant of thlo chapter.For the past few years, my mutual fund Investments were all haywire. 'l lost track of AII the investments I made and did not receive any kind of support from my previous broker. On meeting you, I immediately decided to transfer my portfolio to you.Within one day, your operations got in touch, helped me retrieve the records of all my Investments and proceeded with the paperwork for my portfolio transfer. And today, I can proudly say that transferring my portfolio to you was one of the best decisions I made, because within a week my portfolio is beck on track. Your and team Semriddhi Wealth's prompt service is praiseworthy' For everyone's mutual fund solutions, I will strongly recommend Samriddhi Wealth. Wishing Anil Ji and team Samriddhi Wealth the very best!
Ipsita Agarwal
