Company Information

Get to know Satya Wealth And Management PVT. LTD.

Satya Wealth & Management Private Limited is an Indian financial services firm founded by Mr. Ramnivas Laddad. The company focuses on providing comprehensive, customized financial planning and wealth management solutions for both individual and corporate clients. Its core mission is to assist clients in achieving their financial goals through a structured and disciplined advisory process. Services offered include investment advisory, portfolio management, retirement planning, insurance planning, and other related financial services.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Satya Wealth And Management PVT. LTD.

India

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.