Marina Wealth

Welcome aboard!
Let’s navigate to
Destination Wealth.

Started in 2012, our investment
services are trusted by 200+ families

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High tide or Low tide,
we’re always
By Your Side

Enjoy Personalized Investment
guidance to navigate every
market situation

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Let’s plan your
itinerary for
Successful Investments

Enjoy Personalized Investment
guidance to navigate every
market situation

Connect Now

Let’s take your Financial
Goals Up a Knot’ch

500x growth in 40 years! Time, tide,
and the Sensex wait for no one.
Capitalize on the market growth

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Ahoy there! Here’s your
Golden Ticket to
Club Marina

Join our elite investor circle of corporate
leaders and business honchos to enjoy
the perks of worry-free investment

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Explore Our Services

BUILD YOUR WEALTH

Create long-term wealth beating inflation by investing in equities

Focus on long-term goals such as children’s education and retirement

Identify the right investment manager to grow your money with the right product

Strategize equity investments and deploy funds optimally

PRESERVE YOUR WEALTH

Sustain your purchasing power WITHOUT worrying about inflation

Ideal for families and individuals looking for regular-income and pension plans

Helps to save for short-term goals like buying a car, house, etc

Optimized cash flows with better tax-efficiency, reduced risks, improved liquidity, and plans for post-retirement needs

TRANSFER YOUR WEALTH

Secure your family’s wealth with diligent assistance for a hassle-free transfer

For wealthy families and Individuals looking to ensure smooth transfer within the family

Focus on tax-efficient transfers, appropriate use of wills & trusts, and effective succession planning

PROTECT YOUR FUTURE

SAFEGUARD your family’s lifestyle, interests, and dreams

For individuals and families looking to protect existing assets and future cash flows

Choose the right insurance products for sufficient risk coverage

Insurance coverage for life, health, personal accidents, critical illnesses, and assets

Trust the North Star to Guide you Home

Asset Allocation to ensure that you maintain an appropriate asset mix

Tax Efficiency to help you add sizeable savings to your portfolio

Risk Assessment to understand and align to your risk tolerances

Liquidity requirements that consider your lifestyle and goals

Transparency to keep you informed through strong and consistent communication

Our guiding principles

At MarinaWealth, we take an investor-centric approach, to guide and support you through each step of the journey.

Your financial voyage will face ever changing market conditions filled with varied information sources, product options, paperwork, regulations, and risks which can push you off course.

We strive to make this voyage safe and rewarding for you with deep empathy, careful planning and total transparency at every stage by using the finest research, analytics, and risk profiling tools.

This is us, the North Star to your Financial Journey.

Meet your Captains

Get. Set. Sail…
towards Financial Freedom

We love to listen. That’s our little secret to understand and engage with
your finances in a personalized, need-based way, to help you stay the course.

We carry out all routine checks before we set sail by understanding your current finances

We look for what’s beneath the tip of the iceberg, to earmark potential risks upfront

We chart your financial journey map and key progress ports with clear guidance

We cruise ahead, with lifeboats, night watches, and everything it takes

We bank at key milestone ports to review progress and recommend course correction

Cruise ahead with Confidence!

Smooth sailing. That’s our promise, and we deliver it with the 4Cs.

Clarity

Be clear and assured with our research-backed investment decisions

Competency

Meet your financial goals with our deep domain knowledge and expertise

Consistency

Expect perfect service and support for investment processes, at every step

Continuity

Experience a long-term, customer-centric engagement with our team

Key Highlights

10+

Years of proven track record of excellence

20+

Cities of global client footprint

35+

Tie ups with fInancial institutions and products

50+

Years of combined financial experience

300+

Happy families who trust us with their wealth

₹500+ Cr

Assets under our distribution

As a Global citizen, take advantage of the huge India opportunity

We anchor the Indian investments of over
50 NRI families across the world.

Learn More

Client Testimonials

Prasanna and Venkat embody the best combination of professionalism and personal touch.

Their knowledge is exceptional, their aim is to help and their attitude is ever friendly. Since they started helping me, all I need to do is earn the money, and they take care of investments, multiplying the money and helping us achieve our far-fetched financial dreams.

Anand Narayanan

Chief Marketing and HR Officer

Beroe Inc

They have created a niche of their own in this space of portfolio management.

They guide us clearly according to the needs and risk appetite and don’t get carried away by the vagaries of the market and have a sound and logical head.

Manickam Srinivasan

Senior Vice President

First Abu Dhabi Bank, Abu Dhabi

Their ‘Client First’ approach has been instrumental in planning, executing and achieving my financial goals.

They go beyond just suggesting the right avenues to invest in, by understanding your goals & liabilities, and ensuring that you follow a structured and customized investment approach. Always approachable for urgent needs and proactive with timely market updates, and hassle-free investment execution.

Jagdish Unni

Vice President

Symphony AI, Mumbai

They are experts in the field and curate investment plans to meet my personal needs.

Over the years, I’ve realised that it’s not just important to earn right but is most important to invest right.

Shobana Ganesan

Director – Personal & Business Banking Operations

Barclays Bank, Chennai

They understand the millennial mindset! The portfolio they created made our dreams into reality quickly!

We always get honest, objective and direct advice with in-depth insights of different products and their role towards our goals. As a family we now have a better understanding of our cash flow with increased clarity in approaching big financial decisions.

Srinath Rangamani

Head of Design

Swiggy, Bangalore

I now have overall surety that my portfolio is poised to gain everytime the market turns favourable.

My portfolio has been in safe hands for 5+ years and I’ve been impressed with their calmness & patience while navigating turbulent phases. I’m always assured of asset allocation wrt financial goals, rationale for product choices, and timelypruning of non-performing investments.

Shekhar Dutta

Chief Operating Officer

Weddingz.in at OYO, Gurgaon

I’ve had a delightful experience with them for the past 6 years.

Their expert knowledge helped me select the right funds
based on my goal and tenure. Their operational services are very helpful and their internal portal helps me deep dive and get a slice & dice view of my portfolios, to track my progress towards goals easily.

Arumugam Agastheswaran

Associate Director

Standard Chartered Bank, New York

Very thankful to them for educating us on the importance of investment objectives, goal setting and planning to achieve our dreams.

Their deep understanding in mutual funds ensures that
they always answer all our queries patiently. Our conversations are always informative and filled with trust. Thank you very much for being so supportive.

Prateek Yadav

Software Engineer

Nokia Corporation, Canada

The expertise and attention to detail with which they have handled our financial affairs are faultless.

We would like to express our thanks for all your good work over the past few years. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning has ensured we are on the right track towards our journey on wealth creation.

Lakshmikanth Jaganmohan

Director – Operations

HCL State Street, Chennai

Exceptional services and interactions with particular attention

And specific to my long and short term financial needs and security.

Colonel K.Haridas

Retiree

Indian Defense Services, Kochi

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Don’t keep your
Wealth waiting.

Let’s set sail towards financial freedom

Connect Now

Explore Our Services

BUILD YOUR WEALTH

Create long-term wealth beating inflation by investing in equities

PRESERVE YOUR WEALTH

Sustain your purchasing power WITHOUT worrying about inflation

TRANSFER YOUR WEALTH

Secure your family’s wealth with diligent assistance for a hassle-free transfer

PROTECT YOUR FUTURE

SAFEGUARD your family’s lifestyle, interests, and dreams

Trust the North Star to Guide you Home

Get. Set. Sail…
towards Financial Freedom