Banyan Wealth Management (BWM) is a start up firm promoted by a team of Professionals with a decade of experience in the Financial Services Industry. BWM is currently present in Trichy and catering to investors across Southern India using the online platform. Its product and service lines include Mutual Funds, Insurance, General Insurance, Equity, Fixed Income, Investment Tax Advisory and Will & Trust Services.
Vision Statement

    To create and function as a client-centric wealth management firm
    To remain unbiased in all aspects of the wealth management process
    To create an environment where the client, employee and the firms interest are aligned

Mission

As an independent full-service investment advisory firm, our objective is to provide unbiased advice and services to the investor using a wide range of financial products
Preparing for life's uncertainties is a major concern irrespective of your financial situation. While one is not completely prepared for the
Unforeseen, having the comfort on fact that you are prepared financially is important.

Our life and non-life insurance solutions prepare for uncertainties at reasonable cost, and let you focus on creation and optimization of wealth.
Financial planning

You�ve worked hard to make your money. It�s now time to reap the benefits, not just for yourself, but also for your loved ones that depend on you.

Our Wealth Managers, backed by the financial planning teams, are trained to understand your life goals into a realistic and workable plan. While we employ the best of technology to aid us in this exercise, our real expertise comes from being focused on your unique situation and requirements. So whether it is retirement planning or creating a plan for your children�s education, the assumptions that make your plan a success are well researched and adjusted to your requirements.

Our process is designed to make this important part of wealth management into a continuous exercise to take into consideration your life changes and newer goals
Asset Allocation

By focusing on a large poll of asset and sub-asset classes, we bring effective diversification to our asset allocation strategy.

Our internal and external resource pools have built in-depth knowledge on these individual asset classes. Our in-house research teams work on effective asset allocation models to tackle your requirements and various market situations.

Investment Management
At Banyan Wealth Management, we work with best-of-the-breed products and fund managers to achieve your investment goals.

Banyan Wealth Management having no products of our own, we construct your portfolios with products and fund managers who satisfy your requirements. Our investment research teams focus on identifying the right products for you through a rigorous qualitative and quantitative process. By building an investment portfolio and not a collection of products we hope to optimize returns without increasing risks.

Tax & Structuring Service

Investment Tax Advisory

we know how to make your money work for you, the ethical way. Working with both internal and external teams, we aim to increase your investment capital through effective but compliant tax management. The focus is to increase your investment capital by investing through structures and applying strategies.

Will & Trust Services

Our Wealth Managers work with external teams to address issues of inter-generational wealth transfer or transfer of wealth to specific purposes.
Private Wealth Management
As an independent advisory firm, we cover the entire spectrum of wealth management services. Our services cover solutions that integrate the following components that go into growing, preserving and transferring wealth.

Income & Asset Protection

    Life Insurance
    Non � Life Insurance

Wealth Creation & Preservation

    Financial Planning
    Asset Allocation
    Investment Management

Tax & Structuring Service

    Investment Tax Advisory
    Will and Trust Services

Our solutions cover any or all of the above components of wealth management and we have built expertise in integrating them into seamless solutions. All our services start from your requirement and are customized to suit your unique needs.
Our Approach

It's your wealth. Leave it to us. It's in safe hands. We know that there are so many more facets of life that you gain pleasure from. Sit back and use the time, while your money works harder with us. Banyan Wealth Management believes that to create, preserve and transfer wealth, the focus has to be on three factors:

    The feed capital or the investment capital
    The duration and optimization of the investment capital
    The return from investments

The controls you as the investor and we as advisors exercise over the first two factors are greater and have a significant influence over the third factor. Our approach to wealth management is to maximize the control and benefits we have over the first two factors.

We will work with you to ensure that you increase the amount that is available for investments both through prudent provision for emergencies and efficient tax management. Increasing the duration of your investment and making your capital work hard through optimal asset allocation and security selection would receive equal focus. This will have a positive impact on the return from your investments.

We take into consideration a full spectrum of non-proprietary products to act as unbiased advisors.