LIVE A HAPPY WEALTHY LIFE
Got big goals and dreams ahead of you?
Wouldn’t it be nice to have a financial expert in the family? One that could help you navigates the everyday financial maze of life? Helping you to understand and optimize various financial situations is central to our role. Should you pay cash or finance your next car, might you be eligible for college financial aid, what health insurance plan is best for you, how can you maximize the value of your business?
Count on us, we are your Personal CFO
We develop a deeper understanding of your goals and your life, so that we can provide advice that spans your entire balance sheet and your entire income statement—just as a Chief Financial Officer would for a company.
A Solid Financial Strategy Isn’t a Luxury—It’s a Priority
Goal Planning – Financial Strategies
For Individuals & Families.
Get unique financial strategies from your Personal CFO
As an independent financial goal planners, we look beyond just returns. Our aim is to approach your finances systematically by examining your cash flow, debts, risk covers and current investments among more.
As your Personal CFO we:
- 1Partner with you, step-by-step, as your trusted financial guide.
- 2Create a big picture view of your financial health.
- 3Build a financial strategy in accordance with your life goals.
- 4Serve as a trusted partner during significant life events.
- 5Alleviate the hassle of financial management.
What We Do
As a successful individual, your needs are special. Having worked with numerous individuals & their families, and NRI’s in managing their wealth, we understand how important a comprehensive approach is for you. Hence we summed up our services in two words – Personal CFO.
We help you with,
Investing with Northstar Wealth gives you access to a broad range of financial services.
We are always on your side
We are not aligned to any of the banks or financial institutions. This enables us to access wide variety of investment products and services which works for your best interest.
We look at the big picture of your financial life and work solely on your behalf.
A better financial planner can make a huge difference in your life. I found North Star Wealth Management a few months ago and I’m happy with their services. Over the course of the period, they have helped me manage my finances in a better and efficient way by listening to my needs and priorities. I am glad to be associated with them and wish the team continued success in the future.
Mr. Arvind Purohit. National Manager – Govt. Business, AU Small Finance Bank.
When you are dealing with money you want someone that can offer you quality and unbiased advice. Poor financial planning was hurting my personal life in many unknown ways. I appreciate the assistance provided by the North Star Wealth Management team to help me manage my budget efficiently. Over a period of time, they have helped me grow my investments, resolved complex money matters and helped me achieve my goals.
Mr. Abhishek Dubey – Author & National Channel Advisor, Prasar Bharati Sports.
My search for a good, knowledgeable and efficient investment advisor ended when I came across NorthStar. With the passage of 2018 & 2019, my hard-earned wealth touched its ‘trough’ – that too in my post retirement era. I was almost desparate by the end of 2019 – when through a personal reference put me in touch with Amit Tripathy. Amit – with his sound knowledge of financial markets & well researched insights – was an ideal ‘find’ for me. I shifted my entire asset management responsibility to NorthStar in December 2019.
Amit’s own uncanny ability in the investment advisory space – coupled with the analytical & efficient service capabilities of Naveen – is a rare combination that one was fortunate to have found in NorthStar. I would recommend their services to one and all.
Mr. Prabal Das. Ex – Senior Vice President, Reliance Industries.
NorthStar Wealth Management are financial advisors to business owners, self-funded retirees, senior executives, charitable organizations etc. It’s nice to have one place to come to, without being too large or institutional, and they empathize with the anxieties that come with investing, and at each meeting manage to reassure the client, so that they leave feeling positive about the future.
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes truly, a good and reliable professional Financial Advisor. Jacob Kurien had all of this and more. His dedication to clients, business excellence, client needs, circumstances and preferences, and education, sets him apart ’’.
What really impressed me was the way Jacob took the time to get a feeling for where I was at, his depth of knowledge, lateral thinking and common sense approach. His professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend his services whenever possible
Mr. Susheel Sindhkar. Ex – Group Director Marketing, Toyota.
How your personal CFO helps you in four steps
Why we are different?
Access to Best
We put our global experience, relationships, and research to work to find the most appropriate investments ideas with the highest potential to meet financial goals.
Our investment professionals bring knowledge and acumen built over decades of experience across client types and asset classes.
Our investment team works diligently to understand your unique needs and customizes a portfolio and experience to match.
Our decisions are motivated only by your interests; we sell no proprietary investment products and accept no incentives from managers.
Book an initial consultation
Please fill in your details to book an initial consultation with our investment experts.
How it works: