We understand that one size doesn’t fit all. From HNIs to UHNIs, business owners to NRIs, we tailor every strategy to meet your financial objectives, ensuring your investments reflect your vision.
Every portfolio we design is aligned with your milestones—whether it's securing your retirement, funding your child’s education, or creating generational wealth.
Our decisions are backed by robust analytics, detailed market research, and performance metrics, ensuring transparency and measurable outcomes.
Our Investment Management services provide custom portfolios, expert Mutual Fund strategies, tailored PMS solutions, and AIF options like Private Equity and Hedge Funds for comprehensive growth and wealth management.
Our Wealth Structuring services focus on Goal-Centric Planning, including Retirement Planning, Tax Optimization, and seamless Generational Wealth Transfer, along with guidance on Charitable Giving and Philanthropy.
Our Global Client Solutions provide specialized services for NRIs and global residents, offering tailored Portfolio Management and opportunities to invest in Indian Financial Products.
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
Director - International
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.
905, Aggarwal Corporate Heights, Plot no. A-7, Netaji Subhash Place, Pitam Pura, Delhi - 110034
cw@core-wealth.in
+91 98210 21105
Risk Disclaimer: Investments carry inherent market-related risks. The information on this website is provided for general purposes and should not be interpreted as investment advice or recommendation. Investors are encouraged to conduct their own assessments based on personal risk tolerance. Only those with the capacity and willingness to take on risk should consider alternatives like PMS and AIFs. Past performance is not indicative of future results and should not be compared with other investment products. Please review all disclosure documents thoroughly before investing.
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