Proton wealth is a dedicated investment management firm that helps you create wealth over long term with a robust blend of goal based planning, financial discipline, risk management and tax planning through an array of wealth management products like mutual funds, equities, insurance, etc.

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios and offer a comprehensive selection of investment alternatives that will suit their financial goals.

Our Vision

To be your reliable partner for building, managing and preserving investments.

Our Mission

To provide a wide range of products and services in the field of Investment management services with a commitment to:

• Highest standards of quality at reasonable cost.
• Meeting the general and sophisticated financial goals of our clients.
• Developing, encouraging and rewarding superior performance of our employees.
• Our Motto is to invest your money in mutual funds carefully and safely like own investment.