top of page
AdobeStock_669950938_Preview.png

Wealth Management and More. 

Our Clients demand excellence. 
We deliver nothing less. 
​

We’re shaping the future of Wealth Management. One step at a time. We deliver exceptional solutions and experiences enabled by technology and partnerships. Our clients choose us because they recognize that we operate at a level above the rest. Insights and services that are  uncommonly personalized. 

What are you planning for?

You have dreams.
We help you realize them.

 

Your dreams are as unique as you. Our Wealth Managers, start by identifying your aspirations and setting clear, measurable goals. Breaking down large goals into smaller, actionable steps, and visualize yourself achieving them. We help you stay organized, identify the best opportunities that best meet your specific requirements and help you realize your dreams

Nurturing Prosperity

 

Journey from Saving  to Investing. We  help you build the discipline of investing and  structure your investment process.

befunky_2025-4-1_17-53-29_edited.jpg
Grow my wealth
​

Your Wealth manager will help build a portfolio of well diversified opportunities that meet your objectives and grow your wealth. 

befunky_2025-4-1_17-52-38_edited.jpg
Wealth for my family​

Wealth has a purpose. To meet your family’s requirements. Education, Marriage, Holiday, Home purchase and more – for you and your family members.

befunky_2025-4-1_17-47-49_edited.jpg
Stay wealthy after I retire
befunky_2025-4-1_17-51-50_edited.jpg

You don't have to work full-time to keep building wealth. Retirement doesn’t mean pausing growth — it’s a shift from earning through work to earning through strategy. 

Legacy and succession planning

Legacy and the impact one has on others can transcend our lifetime, keeping our spirit alive in the memories of those we love. 

befunky_2025-4-1_17-48-56.png
Beyond Investments

Based on your priorities, we go beyond investments. Using our network of experts , we help you on tax  planning, risk management, Ark services and more 

befunky_2025-4-1_17-45-35_edited.jpg

What makes us different

Unien Fin

Unienfin is a brand registered with Capnxt PMO Pvt Ltd. Mutual Fund distribution services are offered through Capnxt PMO Pvt Ltd. with AMFI Registration Number ARN-258099.

 

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents before investing. Past performance is not indicative of future returns

getintouch@unienfin.in

332, Novel Office,

Queens Road, Vasanth Nagar

Bengaluru - 560052

Your Unique Aspirations, Expertly Nurtured

Privacy Policy

Terms & Conditions​

bottom of page