Small Systematic Steps
for Lasting Wealth
ithoughtwealth is a leading personal finance product company from Chennai. We assist investors by bringing the right investments to their fingertips. In an age of churn, trading, and robot advisers, we follow the timeless strategy of buying investments and watching them grow to their full potential. The most important ingredient in an investment success story is time, not money. Staying the course through systematic and consistent investments will help you cross the finish line. We help young entrepreneurs and working professionals fuel their dreams by starting early.
We provide products in Equity, Gold, Debt and Liquid Mutual Funds
Corporate FD’s ranging from 1 to 5 years
High-quality Credit, Corporate and PSU Bonds
Term, Health and General Insurance
Jaya S Raja
I was a newbie to the investing world. ithoughtwealth provided personalized suggestions and investment plans through very competent professionals who were willing to take that extra time to make sure I was comfortable with my investments. I am very happy to have been associated with them for the past 3 years.
Jaya S RajaVarnam Art School
Excellent service. The funds suggested by the team performed really well and grew at a steady rate. Highly recommended for early investors with long term financial goals.
Eashwar IndrajitDigital Marketing, Ayatiworks
Mr. Ponnuchamy Mahalingam
They are customer-centric and professional. I am with this firm for nearly 2 years and very satisfied with their services so far. They are easily accessible and very prompt in replying to our questions. The best thing is they don’t give you any false promises and very practical in returns. All the best for the young and energetic team and Mr Shyam. Good luck !
Mr. Ponnuchamy MahalingamJournalist, Singapore
My friend highly recommended the services of ithoughtwealth and he was perfectly right. I was so impressed from my first visit itself and I was amazed to learn their knowledge and skills. Their approach towards my needs and goals were simply fantastic and I am happy see that commitments are getting fulfilled. Their professional skills make me comfortable and they are approachable anytime. I am highly pleased and wish them all continued success.
Prasad JRetiree, Chennai
The members are really knowledgeable, patient and highly professional. Their expertise shows up in their work. I have recently started my wealth management plan with ithoughtwealth and I feel that I am at the right place.
Gobindnoor KaurDoctor, Chandigarh
Investing is all about minimising risk and maximising returns is the popular saying. However, not everyone understands that it’s about undertaking the right amount of risk to maximise returns in accordance with YOUR goals. The people at ithoughtwealth understand this and the gap in the financial knowledge that exists currently among individuals and are continuously striving to bridge the same. Clueless, amateur, or veteran, it’s always good to have multiple opinions and no better place to go for that than ithoughtwealth!
Vibeesh SampathResearch Associate at Venture Intelligence
Life Insurance Covers
As your wealth creation partners, we work towards creating the right ecosystem to nurture your personal finances with a balanced investment approach.
Are you starting out on your wealth creation journey? Plus is the perfect option for you. Understand your risk profile & protect yourself against financial risk!
- SIP < Rs. 10,000
- Lumpsum < Rs. 2 Lakhs
- Open your Online MF Account
- Know your Risk Profile
- Review Contingency Fund
- Know your Human Life Value
Banish ad-hoc investing and welcome focus with your Pro account. Your dedicated RM will guide you in perfecting the various elements of personal finances!
- SIP Rs. 10,000 – 50,000
- Lumpsum Rs. 2Lakhs – 5Lakhs
- All features of Plus
- Dedicated Relationship Manager
- Complimentary SPRING membership
- Review Tax Savings Plan
- Avail Marathon SIP
- Start with one goal-based investment
Address all your personal finance needs with an Elite account. Consolidate investments, use comprehensive risk management solutions, and track your goals!
- SIP > Rs. 50,000 SIP
- Lumpsum > Rs. 5 Lakhs
- All features of Plus & Pro
- Consolidate your previous investments
- Add upto 5 goal-based plans
- Review all your insurance policies
- Schedule quarterly meetings with our team
Check out the power of SIP
“Begin with the end in mind.”
Stephen Covey, The 7 Habits of Highly Effective People
A wealth creation journey must have a destination. Getting to where you want to be starts with knowing where you want to go. The best way to know where you want to go is to set a goal. The ithoughtwealth survey makes you reflect on important aspects of your personal finances. Through the survey, reflect on your saving and spending habits, what your financial priorities are, how much you need to achieve them, when you need to act, how you’ve invested so far, and how prepared you are to meet financial contingencies.
Once you take the survey, our representatives will get in touch and help you chart out the next steps in your wealth creation journey.