Sunil Kewalramani
Global Money Investor
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Leading Advisers For Global Asset Management to Foreign Institutional Investors and Leading Multinational Companies.

Wealth Management

Global Money Investor Wealth Management

At Global Money Investor Wealth Management, your financial decisions will be cushioned with the current and relevant market information for trading and long-term investing, which is provided by an independent research team which specialised in garnering the required inputs. In addition to this, your Relationship Managers will be available to analyse your investment needs from time to time in conjunction with you and create an investment roadmap for you. They will, after your acquiescence execute the investment plan.

A wide range of products across asset classes ensure that the financial solutions provided help meet the investment objectives that you have set for yourself and your organization.

Diverse products and solutions


   Equity investing 
Experience investing in equities for trading or long-term investment objective with

                   Direct Equity

                                   Market Information from over 3000 companies through a dedicated team of expert researchers

                   Mutual Funds

                                   Access over 2,500 Mutual Fund Schemes and Exchange Traded Funds

                                   Proprietary research methodology used to recommend best investment options

                   Portfolio Management Schemes

                                   Open architecture philosophy to ensure that clients have access to amongst best of the breed Portfolio Management Schemes

                   Structured Products

                                   Equity linked debentures offered based on in house market views and your risk appetite

                                   Due diligence to ensure that only the best issuers are made available to you


                                   Derivative strategies designed to take advantage of different market opportunities

                                   Trading ideas


   Fixed Income

                   Low-risk investments with steady and predictable returns

                                   Invest in a range of debt instruments like bonds and deposits with good credit rating along with attractive yields including Government, Quasi Government and Public Sector (PSU) Bonds

                                   Access to the entire mutual fund universe

                                   Mutual Fund debt schemes recommendations based on internal fund research and debt market view


                   Structured debt and notes

                                   Facilitating access to structured debt instruments which are secured by property, shares or asset collateralization

                                   Structured Notes with assured or conditional coupons linked to equity and gold


   Alternate Investments
Provide access, research and execution capabilities across alternative investments to achieve investment goals.

                   Real Estate

                                   Invest in residential and commercial Real estate with access to pre-launch offers and attractive rental yields leveraging on the strong relationship with developer and strong market access through the referral model.

                                   Invest in real estate funds from fund houses where due diligence done by I-Sec.


                   Private Equity and Venture Capital

                                   Invest in carefully selected Private Equity (PE) or Venture Capital (VC) funds across various organisations by leveraging on institutional linkages to directly invest in early stage and growth companies.


                   Structured products

                                   Diversify investment to other asset classes like Gold, Silver, Oil and other commodities through structured products

                                   Structure investments in unlisted debentures, PMS schemes, Preference shares, convertible debentures, equity shares in Special Purpose Vehicles (SPV’s)


                   Global Investment

                                   Experience online investing in over 13 US Stock Exchanges including NYSE, NASDAQ and AMEX.

                                   Diverse investment opportunities of Stocks listed on US Exchanges, Exchange Traded Schemes, Derivatives and Managed Products

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