Testimonials
I have been investing for more than 2 decades & having been associated with multiple Wealth Managers & MF advisers over the period.
I’ve been investing with Corewealth
for last 1 year. The personalized & niche approach towards financial planning,
goal-based investments & understanding of the individual mindset & risk appetite is something
I’ve not experienced before. Highly recommend for those looking to start investing or grow their portfolios across PMS, SIF and mutual fund schemes.
Financial world is like an ocean of a thousand interlinked, complex and ever dynamic concepts. Neelam curates such news and concepts into relatable, easy to comprehend quick videos.
Helpful by nature and accurate by profession, her business acumen provides nuances that has gotten me glued to her content. Be it a current news, a concept or even a suggestion,
she is always relevant and provides a wholesome unbiased picture. A big thank you! More power to you!
Core Wealth feels less like a consultancy and more like an extension of our family. Neelam has replaced our financial anxiety with absolute clarity. We love the monthly
reports that Core Wealth’s team sends, they’re simple, insightful, and keep us perfectly synced with our goals without the usual jargon. It’s a class support with a truly
As a business owner, my portfolio had become fragmented over the years. There was no clarity on how much to allocate to real estate and simultaneously also build a financial portfolio for my child’s education and retirement fund. Neelam helped review everything in detail, streamlined the portfolio and put a proper asset allocation in place. The best part of Core Wealth’s association is the constant hand-holding, especially during tough market phases like now. Always available for portfolio reviews, reporting, or any investment decisions.
As a business owner, my portfolio had become fragmented over the years. There was no clarity on how much to allocate to real estate and simultaneously also build a financial portfolio for my child’s education and retirement fund. Neelam helped review everything in detail, streamlined the portfolio and put a proper asset allocation in place. The best part of Core Wealth’s association is the constant hand-holding, especially during tough market phases like now. Always available for portfolio reviews, reporting, or any investment decisions.
Testimonials
As a business owner, my portfolio had become fragmented over the years. There was no clarity on how much to allocate to real estate and simultaneously also build a financial portfolio for my child’s education and retirement fund. Neelam helped review everything in detail, streamlined the portfolio and put a proper asset allocation in place. The best part of Core Wealth’s association is the constant hand-holding, especially during tough market phases like now. Always available for portfolio reviews, reporting, or any investment decisions.
I have been investing for more than 2 decades & having been associated with multiple Wealth Managers & MF advisers over the period.
I’ve been investing with Corewealth
for last 1 year. The personalized & niche approach towards financial planning,
goal-based investments & understanding of the individual mindset & risk appetite is something
I’ve not experienced before. Highly recommend for those looking to start investing or grow their portfolios across PMS, SIF and mutual fund schemes.
Financial world is like an ocean of a thousand interlinked, complex and ever dynamic concepts. Neelam curates such news and concepts into relatable, easy to comprehend quick videos.
Helpful by nature and accurate by profession, her business acumen provides nuances that has gotten me glued to her content. Be it a current news, a concept or even a suggestion,
she is always relevant and provides a wholesome unbiased picture. A big thank you! More power to you!
Core Wealth feels less like a consultancy and more like an extension of our family. Neelam has replaced our financial anxiety with absolute clarity. We love the monthly
reports that Core Wealth’s team sends, they’re simple, insightful, and keep us perfectly synced with our goals without the usual jargon. It’s a class support with a truly
WHAT WE DO
We don’t just manage investments, we actively identify and fix gaps within your portfolio.
Every portfolio has inefficiencies: misaligned asset allocation, unnecessary complexity,
or exposure to investments that no longer fit your goals. We start by understanding your
full financial picture, your income, your responsibilities, and your long-term priorities,
and structure your portfolio around it.
We work with a limited number of families. This allows us to maintain depth in every relationship, remain accessible, and provide ongoing clarity as your financial life evolves.
Portfolios drift over time. We identify where your current asset mix no longer reflects your goals, risk tolerance, or tax position — and correct it.
Too many overlapping products with no coherent strategy. We simplify without sacrificing performance — fewer positions, better structure.
We work with a select number of families. This allows depth in every relationship, consistent accessibility, and ongoing clarity as your financial life evolves.
At CoreWealth, every portfolio is structured around your goals, risk comfort, and long term aspirations. We focus on personalized allocation, disciplined investing, and consistent portfolio monitoring.
Every investor is different. We design customized investment portfolios aligned with your financial priorities, family goals, and long term wealth vision.
Schedule an expert callInvestments should support real life goals. We structure portfolios around wealth creation, retirement planning, children’s education, and financial independence.
Explore investment planningOur research process combines market analysis, portfolio monitoring, and disciplined review frameworks to make informed investment decisions.
View our investment processClients receive direct access to our advisory team for portfolio discussions, reporting support, and investment guidance whenever needed.
Connect with our teamAt CoreWealth, our core aim is to serve clients with disciplined portfolio strategies, personalized wealth solutions, and long term financial guidance designed to preserve and grow capital efficiently.
WHY CLIENTS CHOOSE US
We work with a limited number of families which is precisely why every client feels the difference.
Founder & CEO
Education: B’Com (Narsee Monjee College, Mumbai)
C.S. From I.C.S.I
Experience: 25 years
An accomplished professional with an All India Rank from ICSI, Neelam brings a wealth of experience in corporate governance, industry practice, and investment management. With a passion for finance,
She is been leading CoreWealth as CEO, shaping innovative investment strategies and driving growth.
She carries all mandated certification for distribution of PMS, AIF and mutual funds. She is instrumental in providing financial education, particularly to women & beginners.
Co-Founder & BBD
Education: B. E.(Mech. Engg.)
P.G,D.B.M (Marketing & Finance)
Experience: 25 years
Avdhesh has combined technical expertise with strategic insights to drive success across all industries. He brings decades of experience to the table, in distribution as well as manufacturing business. He is credited with introducing stud welding technology to India for the first time.
Core Wealth benefits with his extensive research into various industries and sectors. He also serves on the Board of Advisors of AKCJ Ventures LLP
Consultant - International Business
Education: Master’s degree in business management from London Business School, UK
Chartered Accountant (India)
Experience: 25+ years
His experience spans across business transformation, general management, commercial management, treasury, strategy planning & implementation, mergers and strategic alliances, turnaround management and business restructuring.
Some prominent companies he has been associated are Medstar Healthcare, Eurostar, Alam Steel, IL&FS Group, Bain Consulting, RPG Group, Cellucom, among others.
Transparency is the foundation of our advisory philosophy. Please read the following disclosures carefully before investing through CoreWealth.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. NAVs may go up or down based on market conditions.
CoreWealth acts as an AMFI Registered Mutual Fund Distributor. Investment decisions remain solely with the investor after understanding all risks involved.
Portfolio Management Services and Alternative Investment Funds carry higher risk and are suitable for sophisticated investors only. Minimum investment thresholds apply as per SEBI regulations. Please review all disclosure documents carefully before investing.
CoreWealth receives distribution commission from fund houses and PMS providers. All investments facilitated through CoreWealth are in Regular Plans, which carry a higher expense ratio than Direct Plans
As per SEBI guidelines, CoreWealth does not engage, collaborate with, or amplify content from unregistered financial influencers on any platform, directly or indirectly.
All personal information shared with CoreWealth is handled securely and processed in accordance with applicable privacy and regulatory guidelines.
