Personal wealth management

Forbes Wealth Management is one of the leading independent wealth managers in the India. Our mission is simple - to enable you to invest with confidence. Thanks to the expertise and support of our highly experienced wealth planners and investment managers, our team is dedicated to you and your financial future.

We look at the ‘big picture’ and manage your wealth beyond just your investment objectives. By building a relationship with you we come to understand your motivations and long-term aims – both financial and lifestyle – to ensure every action we take is in your best interests.

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Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

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Personal wealth planning

Our independent Wealth Planners can help manage all aspects of your finances and investments and ensure they are structured, to meet your financial goals now and in later life.

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Protect yourself from fraud

We are aware that fraudsters are using the Canaccord Genuity name, logo and office address in an attempt to exploit unsuspecting clients.

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About us

Our independent Wealth Planners can help manage all aspects of your finances and investments and ensure they are structured.

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Our latest Insights

Investing in equities in 2021 - why they can keep on rising

In our latest zoom webinar to clients, our Chief Investment Officer, Michel Perera, gives his outlook on the investment market and the opportunities around investing in equities in 2021.

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Technology investments in 2021

Tech companies shone out as a ray of hope in 2020. But are the tech titans today just too big and too powerful? With the prospect of regulation hitting the tech sector in 2021, what will happen to valuations - should we still be investing in tech?

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COVID-19 and investing - the outlook for 2021

In 2020, COVID-19 had an extreme impact on the global economy and financial markets. Even with the successful development of vaccines, we believe the coronavirus will continue to dominate developments in 2021.

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How can we help?

If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.

Email:-p_jesal@bp.sarekhan.com Contact:-+91 9825850088