Cinnamon recognizes the inherent risks associated with investing, emphasizing that no strategy can offer foolproof success or eliminate all potential errors. However, we firmly believe that following a well-structured, long-term investment approach can significantly reduce the chances of making common investing mistakes and, at the very least, allow for prompt corrective actions when necessary.
Cinnamon Wealth,
your trusted partner
Mutual Funds
Stocks
Portfolio Management
ETF's
Bonds
Fixed Deposits
Gold
Alternate Investments
Brokerage & Trading
Global Trading
Life Insurance
General Insurance
Health Insurance
Home Loan & LAP
Loan Against Shares & MF
Business Loans
ESOP Funding
Margin Funding
Education Loans
Retirement Solution
NRI Investments
Goal Based Advisory
Transfer-in Existing Portfolio
Will & Estate Planing
Tax Advisory
Social Pursuits
Investment Philosophy
Our Approach
Long Term Thinking
Patience and discipline are key for achieving enduring financial success. Our investment philosophy prioritises a long-term approach, dedicated to steadily building sustainable wealth for our clients.
Structured Investment Process
Our goal is to create a well-balanced and diversified portfolio aligned with your investment objectives. This involves selecting investments, assessing risks, and considering your time horizon to determine the optimal asset allocation strategy.
Expert Guidance
Our team of specialists provide valuable resources and information to navigate complex situations and achieve specific financial goals.
Transparency
We value transparency as much as you do. From the initial consultation to the final investment decision, we keep you informed and involved in the process.
Risk Management
We conduct thorough due diligence on every investment opportunity to ensure that our clients make well-informed decisions. Our commitment to managing risk is unwavering.
“Investing wisely involves making sound decisions, minimizing mistakes, and preventing their repetition for long-term success”
– Cinnamon Wealth
Cinnamon Lite
DIY Platform
At Cinnamon Wealth, we understand & value your expertise in choosing the right investment options for yourself. Cinnamon Wealth will complement your investment process by providing research, a digital interface for transactions & performance reporting & on-demand assistance.
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Digital Interface
User-Friendly, convenient and hassle-free investment platform for trade execution
Research
Access to best-in-class asset class and product research
Reporting
A comprehensive view of your holding and portfolio and product performance
On-demand Assistance
Reach out to Cinnamon Wealth’s team on email or phone for any clarification required on markets or products
Cinnamon Engage
Active Engagement
Cinnamon Engage provides personalised attention to your investment requirements. Proactive insights on markets & products are complemented with phygital transaction processing capability & robust digital interface for performance reporting of your investments.
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Dedicated RM
Personalised attention and on-going inputs on markets, products and operational matters
Research
Access to best-in-class asset class and product research
Reporting
A comprehensive view of your holding and portfolio and product performance
Phygital Interface
A convenient & hassle-free investment platform, supported by a user-friendly digital interface & dedicated service team.
