Invest with Purpose.
Plan with Confidence
Tailored Investment Strategies Based On Your Goals, Risk Appetite, and Financial Timeline.
Why Clients Trust Us
Personalised Strategy
Seed Umbrella's practice is focused on helping the investors in integrating their
scattered and ad-hoc savings
into a well structured and meaningful Investment Portfolio.
Through our holistic approach, we simplify investing for all, while helping them achieve comprehensive risk-adjusted targeted returns
from their investments.
Data-Driven Decisions
With the epicentre of our vision being "Informed Investing",
we strongly focus on
client education so as to help them understand, structure, and consolidate their savings to successfully achieve their life goals.
We envision to grow our investor base (AUM) at a humble pace,
while ensuring that our
clients' portfolio assets grow at an optimum and systematic rate.
Transparent & Empowering
Our methodical approach is strongly committed towards
utmost transparency,
unbiased recommendations,
and active support to our
clients' needs.
Each of our advisory is backed by
in-depth research, followed by
robust analysis, and finally
integrating the above into appropriate placements over
opportunistic investments.
360° Wealth View
Our methodical approach is strongly committed towards
utmost transparency,
unbiased recommendations,
and active support to our
clients' needs.
Each of our advisory is backed by
in-depth research, followed by
robust analysis, and finally
integrating the above into appropriate placements over
opportunistic investments.
Personalised Strategy
WHY US
Domain
Expertise
>30 years
of
Team Experience
in
Financial Services
Current portfolio
>INR 25 Cr.
Group AUM,
spread over
> 1,000
active clients'
investment portfolios
team strength
Our
Service Line Experts
comprise of
MBA(s), CA(s), CPA(s),
CFA (L2), and other
Domain Expert Investment Professionals
Educated investing
Our
Proprietary Investment Tools
ensure that your financial goals
are met in a
Transparent, Knowledgeable,
and Timely
manner
Lodha New Cuffe Parade,
Wadala East, Mumbai - 400037
HP: +91 77384 9999 1