We provide comprehensive Asset & Wealth Management solutions for families, with a special focus on Women enabling their participation in ensuring financial security for their families and self.
Cinnamon Wealth
An Asset and Wealth Management Company
Possibilities Create
Freedom!
Plan Your Financial Security & Prosperity
Insurance
Provides essential financial protection against life’s unexpected challenges like medical emergencies, accidents, and death.
Investing
Crucial for building long-term wealth and financial security, helping you achieve your life goals.
Financing
Provides essential access to capital that enables individuals and businesses to acquire assets, fund growth opportunities.
Wealth Management
Strategically manages and grows family wealth across generations, balancing risks with long-term values.
Asset Management
Systematic process of strategically investing in a portfolio of assets – to maximize returns while managing risk.
Beyond Financials
Integrates financial expertise with tailored lifestyle offering holistic, client-focused solutions beyond traditional financial services.
Pioneering Differentiation
A digital financial services platform enabling active financial participation and decision-making for individuals and families.
Women Critical in Decision Making
Institutionalized Process
Financial Plan Reviews with Women Beneficiaries
Service Excellence
Intermediary Agnostic
Resolving queries across products, origination, ownership
Beyond Investments
CFO of the Family
Family’s first port of call for financial or non-financial decisions
Grow with Your Clients
No Thresholds
Team to ensure financial viability of the relationship over time
69%
Indian Households Are Worried About Their Financial Insecurity Despite Increasing Affluence
A Wealth of Experience, Thoughtfully Personalised For You
Cinnamon Lite
We understand & value your expertise in choosing the right investment options for yourself, a digital interface
Cinnamon Engage
A personalized engagement platform with a dedicated relationship manager for your financial journey.
Cinnamon Alternates
Value creation through pioneering strategies for individuals, families and institutions.
Nurture Your Wealth To Make A Meaningful Impact At Every Step
Financial Wellbeing
Dream And Ambition
Breaking Glass Ceiling
Your Golden Years
Efficiently plan for financial wellbeing to achieve your dreams, empowering your ambitions to challenge the glass ceilings with a prosperous path to your golden years through strategic allocation and goals.
Cinnamon Wealth In The Spotlight
