Company Information

Get to know Spectrum Wealth Management Pvt Ltd

Founded by Suresh Kumar Agarwal, Spectrum Wealth Management is a full-service financial advisory firm based in Kolkata, India. The company is dedicated to providing clients with personalized financial planning and investment management solutions to help them achieve their financial goals and secure their future. Their core services encompass wealth management, portfolio management services (PMS), mutual fund investments, insurance planning (both life and general), tax planning, and estate planning, all built upon a client-centric approach that emphasizes long-term relationships.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Spectrum Wealth Management Pvt Ltd

India

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.