Description

ANB Wealth is your trusted partner in mutual fund investing, helping you build wealth strategically through diversified portfolios and expert financial planning. We specialise in stock mutual funds, equity-oriented schemes, equity funds, equity mf, and tax-saving mutual funds designed to match your risk appetite and long-term goals. Our advisory team offers personalised investment plans, guiding you through Systematic Investment Plans (SIPs), lump-sum investments, and market insights to optimise returns. Whether you are new to mutual funds or a seasoned investor, ANB Wealth simplifies investing with research-backed recommendations and transparent guidance. From selecting the best stock mutual funds for growth to balancing your portfolio with debt and hybrid funds, we ensure your investments align with financial independence and wealth-building aspirations. Key Features & Benefits: Personalised Mutual Funds Advisory – Tailored recommendations based on your financial goals. Expert-Guided Mutual Funds Investing – Professional guidance for equity, debt, and hybrid funds. Stock Mutual Funds Selection – Identify high-growth equity funds backed by in-depth research. SIP & Lumpsum Investment Plans – Start small or invest big with flexible options. Tax-Saving Mutual Funds – Save tax while growing wealth with ELSS and diversified funds.

Why Choose Us?

1. Dedicated Relationship Manager

2. Expert Advice

3. Customer Satisfaction Emphasis

4. Unique Philosophy

Features

Equity Funds Management
SIP & Lump-Sum Investment Options
Tax-Saving Investment Plans
Comprehensive Market Insights

Our Services

Equity-Build Wealth With Smart Stock Investments

Equity represents ownership in a company and offers high growth potential. Through equity funds and stock mutual funds, ANB Wealth helps you invest smartly for long-term wealth creation with expert guidance and diversified portfolios.

Quick Answers

Personalized, goal‑based portfolio management, with no proprietary product limitations and no commission-based recommendations.

We build customized investment portfolios focused on your individual objectives, risk tolerance, and time horizon, not internal product offerings.

They can serve as trustee or agent under revocable or irrevocable trusts, managing your assets per your instructions, and facilitating estate tax minimization and probate avoidance.

Yes—services include asset collection, creditor settlement, distribution to beneficiaries, ongoing accounting, and tax review as part of estate settlement.

Yes—ANB provides goal-based financial planning, including retirement, legacy, and business exit planning as part of wealth advisory.

Account minimums vary depending on the service and client profile—please contact us directly for details.

Enrollment can be done directly via the platform or guided by a business banking specialist. Username and password changes are managed through your online profile.