Simple and
Serious Wealth

We demystify the complexities of wealth creation, ensuring your path to financial success is both straightforward and sophisticated.

We demystify the complexities of wealth creation, ensuring your path to financial
success is both straightforward and sophisticated.

Our satisfactory


Wealth managed

3000 Cr+

Countries covered
by our team

25 +

What best defines you and your problem?


I have inconsistent inflows but consistent outflows

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Business Owner

Aapna business sabse safe hai bahar kyu invest karu?

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How do I plan for
my retirement?

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Our Cases

Estate planning

Don’t leave your loved ones worrying about your possessions; connect with us and plan your asset succession.

Retirement planning

Plan your retirement with our experts, and we will make sure you reach your target corpus.

Child education

We will make sure that your kids academic journey is supported financially, allowing them to pursue their dreams without any financial constraints.

Passive income

Unlock financial freedom with our tailored passive income solutions, strategically designed for your money to work for you.

Wealth creation

From intelligent investment planning to risk management, we empower you to build and safeguard your wealth.

Client's Testimonials

Frequently Asked Questions

A mutual fund is an investment vehicle that pools money from a number of investors who share a common investment objective and invests the same in equities, bonds, and other money market instruments.

You can start investing in mutual funds with a minimum investment amount of Rs. 100

Yes, investing in mutual funds is safe compared to stocks.

There are many different types of mutual funds in India. Popular types of mutual funds are equity and debt mutual funds. You can read about different types of mutual funds here.

One can start SIP investment in mutual funds for as low as Rs. 500

Yes, investing in mutual funds is profitable if we invest for the long term. Mutual funds invest in the stock market, and in turn, historically, markets have outperformed other asset classes.

Yes, you can withdraw your investments in mutual funds at any time. For a few funds, there is an exit load for a certain period that has to be paid if we wish to withdraw before the lock in period.

Yes, mutual funds are taxable. Profits from mutual funds are categorized into long term capital gains (LTCG) and short-term capital gains (STCG). LTCG is 10% and STCG is 15%

Talk to us

Reach out to our dedicated team of A D Naik Wealth experts, and we will respond to your queries with utmost diligence and speed. Your satisfaction is our priority, and we look forward to addressing your needs and helping you make the most of our services.