Who We Are

Navigator Wealth Management is a boutique Financial Services Firm set up by entrepreneurs with Private Banking background to provide a professional platform of Private Wealth Management services to a diversified client base across domestic and global geographies.

Navigator Wealth management comprises of a team of experienced professionals catering to the Wealth Management requirements of companies, NGO’s, Business Owners, NRI’s and High Net Worth Individuals assuring a high degree of Trust, Personalized Service and Confidentiality.

At Navigator Wealth Management, we assume the role of “Financial Advisors” to the Client whereby they advise Clients on their entire financial balance sheet. Our financial advice is based on our understanding of your present and future cash flows, financial objectives, the present distribution of your wealth and your financial risk acceptance level.

We are a one-stop shop for all your financial service’s needs. Our Goal is to put focus on you by maximizing your after-tax investment return while developing unbiased investment Solutions appropriate to your risk tolerance, rendering personalized services and adding value to your all investments by providing cutting-edge technology features.

As an advisory firm, Navigator Wealth Management recognizes that clients are dealing with multiple issues around the creation and preservation of wealth, their desire to create lasting legacies and to ensure good governance standards. Our role as their trusted advisor is to help them navigate through these complex issues. We are a team of dedicated professionals, working solely for the benefit of the families that we represent. ”


  • Contribute to the Financial Freedom of Individuals by making them invest in Suitable Avenues so they can become wealthy and happy in every aspect of life.
  • To Provide Knowledge based one stop Financial Solutions to meet or exceed the reasonable expectations of our customers.
  • To Provide Consistent personalised competent service to attain Financial objectives of  Clients.


  • To be a Progressive Financial Services firm with a good Brand Equity. Enhancing Value of all the stake holder through Excellence in performance and Ethical Business Practice.

Our Approch

  • Navigator Wealth Management’s sole aim is to help the clients in creating wealth and to simplify their finance. We want to give the right piece of advise with correct knowledge and research so that you are safe.
  • With our high level of service at your doorstep, you can believe in us and trust us with closed eyes that we would give you the right information and the right plan for you to invest your money in.
  • We move ahead with our work so that you get the best at a low price, setting a benchmark for financial advisory.