Their cloud-based platform caters specifically to the Indian wealth management industry, offering tools for portfolio management, client relationship management, performance reporting, and compliance automation. WealthSpectrum partners with a diverse range of clients, including wealth management firms, IFAs, distributors, broking houses, mutual fund houses, private banks, and family offices.
Name of company | Wealth Spectrum |
Primary customer base | Wealth Management Firms |
Headquarters of Business | 42 Tapovan Society, 1st Floor, Above Bank of Baroda, Ahmedabad - 380015 India |
Region | Asia |
Website | wealthspectrum.com |
Contact information | sales@wealthspectrum.com |
Company Representative | Mihir Parekh - Managing Director |
CEO's LinkedIn Page | Mihir Parekh LinkedIn |