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Dreaming of your first home?

Turn that dream into a plan with us.

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Looking to build lasting wealth?

We’ll guide you every step of the way.

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Thinking about your child’s future?

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Welcome To Crown Wealth

Trusted advice. Personalized strategies. Lifelong partnership.

At Crown Wealth, we go beyond managing money — we help shape your financial future with purpose and clarity. Backed by 17+ years of experience, a team of 12+ dedicated professionals, and the trust of 200+ families, we’ve successfully planned over 1,000 financial goals through expert financial assessments, customized wealth management, tax strategies, and estate planning solutions.

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Our Service

01 Goal-based Solutions

Align your wealth with your life goals — with tailored advice across cash flows, insurance, investments, and retirement needs.

What We Offer

01 Indian Investment Solutions

Access mutual funds, direct equity, fixed deposits, bonds, and more — all aligned to your financial goals.

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Assisting clients in fulfilling their needs.

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Years Of Experience
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Professional Experts
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Satisfied Families
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Goals Planned
Meet our team

Fund Manger Interviews

Mr. Marzban Irani Chief Investment Officer – Fixed Income, LIC Mutual Fund Mr. Marzban I...

Mr. Nikhil Rungta Chief Investment Officer - Equity, LIC Mutual Fund Mr. Nikhil Rungta i...

Mr. Charanjit Singh Assistant Vice President - Equity, DSP Mutual Fund Charanjit has a t...

Mr. Sandeep Yadav Head - Fixed Income India, DSP Mutual Fund Sandeep has a total work ex...

Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Fixed Deposits and Bonds
Fixed Deposits and Bonds
Secure, low-risk investments offering steady returns and capital preservation.
Global Investments
Global Investments
Access international markets through global funds, ETFs, and equities for added diversification.
Commodities – Gold & Silver
Commodities – Gold & Silver
Timeless assets for wealth preservation, inflation protection, and portfolio stability.

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About Us

Trusted advice. Personalized strategies. Lifelong partnership.

At Crown Wealth, we go beyond managing money — we help shape your financial future with purpose and clarity. Backed by 17+ years of experience, a team of 12+ dedicated professionals, and the trust of 200+ families, we’ve successfully planned over 1,000 financial goals through expert financial assessments, customized wealth management, tax strategies, and estate planning solutions.

Contact Us

Crown Wealth
Office Address:
No.2, 2nd Floor, 1st Main Road,
Crescent Road, Bengaluru - 560001

Contact Details

Phone +91 80 4123 7458
Email contact@crownadvisors.in

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