About Us
Starting our own practice was essentially about going back to the basics, about keeping things simple, easy and sustainable. And that’s how the name – Adding Well Solutions. It reminds us of what wealth creation essentially is – the simple process of accumulation over a period of time. A process which, if done well will be able to provide financial security, a prerequisite to live a healthy, happy and meaningful life.
What We do
Financial
Planning
You have goals and we want to help you create an actionable plan to achieve those goals Owning a house, retirement
Investment Management
In a world full of investments, styles and strategies (with that many more permutations and combinations)
Risk
Protection
Taking the worrying out of your living – we work with specialists to draw a plan to protect your assets in case of unforeseen
Investment
Philosophy
Our investment philosophy is based on the following tenants: Investing is not gambling Return on investment
Founder
Umesh has over two decades of experience in financial services during which he has worked with asset management companies and private banks. His last assignment was with L&T Capital Markets, a boutique wealth management firm, where he was managing investments for entrepreneurs, corporate executives, professionals and some corporate treasuries. Prior to this he had an 8 year stint with DSP Merrill Lynch, where he picked up the nuances of wealth management.
When it comes to investing, Umesh believes that following a process and maintaining discipline has greater impact than choosing the next multi bagger. His focus is on what’s in our control while being prepared for surprises.
Umesh hails from Kolkata and moved to Bengaluru in 2003. During his various corporate stints, he has had the privilege to travel across the country and meet investors across cities, coming from different walks of life with different aspirations and needs.
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Risk Factors
Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.