At Auriest, we help individuals and families organise their financial priorities and access a wide range of investment, insurance and financial products through a structured and client-focused process.
Auriest is a Bangalore-based wealth management and financial services firm focused on helping individuals and families organise, invest and manage their financial assets through a wide range of investment and financial products.
We provide access to solutions across mutual funds, insurance, portfolio management, alternative investments and other financial products, supported by personalised client engagement, execution assistance and ongoing portfolio reviews.
Our approach is centred around understanding each client’s financial goals, helping them evaluate available solutions and facilitating suitable products through our distribution platform – making the investment journey simple, structured and goal-oriented.
THE AURIEST WEALTH JOURNEY
Your Financial Goals. Our Disciplined Process.
At Auriest Investments, every recommendation begins with understanding you.
Here’s how we help you build, grow, and protect your wealth.
01
Understand
Understand your financial goals, investment needs, current holdings, and financial priorities.
02
Assess
Review your financial information, existing investments, protection needs, and product requirements.
03
Explore
Explore relevant investment and financial solutions aligned with your requirements and objectives.
04
Discuss
Discuss available solutions, product features, costs, risks, and suitability based on your requirements.
05
Invest
Facilitate the application, documentation and execution of selected investment and financial products.
06
Review
Review your investments periodically and discuss available solutions as your financial requirements evolve.
Ready to Organise Your Financial Picture?
Every successful financial journy begins with understanding your current financial position. Download our Financial Fact Finder to organize your income, expenses, assets, liabilities, insurance, and financial goals before your first consultation.
Financial Planning
Retirement Planning
Secure your future with customized strategies designed to provide comfort, and peace of mind in your retirement years.
Education Planning
Plan ahead with smart financial strategies that help you achieve your educational goals - whether for yourself or your family.
Tax Planning
Stay ahead of tax season with expert advice to minimize liabilities, optimize savings, and keep your finances in top shape.
Estate Planning
Protect your legacy with comprehensive estate planning that ensures your assets are distributed according to your wishes.
Insurance Planning
Safeguard your financial future with tailored insurance strategies that provide security and peace of mind for your loved ones.
Debt Planning
Take control of your finances with smart debt plans, reduce liabilities, and build a stronger financial foundation for a secure future
Investment & Financial Solutions
Stocks
Services
Wealth Management
Our wealth management team works with individuals and families to understand their financial priorities and facilitate suitable investment and financial solutions across multiple product categories.
Portfolio Review & Investment Solutions
Review your existing investments, understand your financial objectives and explore suitable investment solutions available through our distribution platform.
Portfolio Review & Rebalancing
Review your existing portfolio against your financial objectives, asset allocation and investment horizon, and explore opportunities to realign your investments where appropriate.
NRI Wealth Management Services
We assist NRIs with investment and financial-product requirements in India, including mutual funds, insurance, investment accounts and other solutions, subject to applicable regulations.
Your Peace of Mind in Their Words
Contact Us
We're Ready, Let's Talk.
Address
#FF-12 First Floor, Jay Complex, Ayyappa Temple Road, Kempapura, Opp. Bhuvaneshwari Nagar Park, Bangalore 560024
Email Us
info@auriest.com
Hours
Mon - Fri 09:00 - 17:00
Call Us
080 - 49749672 / +91 7892656910
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Our Partners
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