Coxswain Wealth was founded in 2010,
As an independent Registered Investment Advisory company, located in Gurugram India.
Specializing in helping clients and their families thoughtfully invest for their long-term financial goals via a staff of qualified professionals holding the certified financial planner designations.
We started as a wealth management company, and this service remains at the core of our company.
We offer comprehensive, unbiased, and customized solutions focused on helping our clients protect and grow their wealth. It is our customized approach toward portfolio design that distinguishes us from our peers.
Since each client's financial goals are unique, shouldn't their solutions reflect that reality?
Whereas most firms will construct a financial plan for you, their primary purpose in doing so is to capture and manage your investment assets.
At Coxswain Wealth, we recognize that real financial planning requires us to play a financial management role that goes beyond your investment portfolio.
It was a great experience to be associated with Coxswain Wealth. I wanted to let you know that my family and I, are very impressed with the quality and level of service that are received from Coxswain Wealth.
I have good experience with Coxswain Wealth, also they provide me good suggestion on time to time and very supportive team.
It was a great experience to be associated with Coxswain Wealth. I wanted to let you know that my family and I, are very impressed with the quality and level of service that are received from Coxswain Wealth.
They've made my cherished financial dreams a delightful reality. Trustworthy, results-driven, and dedicated, they've effectively taken the stress out of financial planning. A remarkable and deeply caring team for my success and complete satisfaction.
