Offerings

Mutual Funds

Mutual Funds

A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.

read more
Equity and ETFs

Equity and ETFs

Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.

read more
PMS

PMS

PMS involves investments in tailored portfolios of assets like stocks, debt securities, bonds, and debentures for high-net-worth investors.

read more
Insurance

Insurance

Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

read more
NPS

NPS

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.

read more
Loan against MF

Loan against MF

A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.

read more
Fixed Deposits & Bonds

Fixed Deposits & Bonds

Secure, low-risk investments offering steady returns and capital preservation.

Let's Connect
Global Investments

Global Investments

Access international markets through global funds, ETFs, and equities for added diversification.

Let's Connect
Commodities – Gold & Silver

Commodities – Gold & Silver

Timeless assets for wealth preservation, inflation protection, and portfolio stability.

Let's Connect

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

Quick Links