Redwoods Wealth
Verified by SpringPrincipal Advisor: Viral Parekh
SEBI RIA REG NO: INA000022039
At Redwoods Wealth, we empower busy professionals and business owners to pursue their ambitions without the burden of investment decisions, offering transparent, fee-only advisory.
Fee Structure
* Fees may vary depending on scope.
Credentials
- ✓SEBI Registered Investment Advisor
- ✓CFA® Charterholder
Ideal Clients
Busy professionals, entrepreneurs, and family business individuals seeking transparent, fee-only investment advisory without the burden of day-to-day portfolio decisions.
Services Offered
Investment Advisory
Disciplined asset allocation and mutual fund advisory focused on long-term growth and capital appreciation.
Comprehensive Financial Planning
Fiduciary and conflict-free financial planning aligned with your goals, risk tolerance, and life stage.
Portfolio Management & Advisory
Straightforward, commission-free strategies tailored to scale and preserve your wealth.
About Redwoods Wealth
At Redwoods Wealth, we empower busy professionals and business owners to pursue their ambitions without the burden of investment decisions. As a SEBI-registered individual RIA based in Mumbai, our firm is dedicated to delivering transparent, fee-only advisory focused on mutual fund strategies and disciplined asset allocation. You build your career or business, we build your portfolio with clarity and precision.
Our Philosophy
We understand the demands of a high-stakes professional life. Whether you're scaling your company, advancing in corporate ranks, or honing specialized skills, your time is your most valuable asset. That's why Redwoods Wealth takes investment management off your plate. Our fiduciary commitment means we always prioritize your interests: no commissions, no product pushing, just straightforward advice tailored to your goals, risk tolerance, and life stage. We cut through market noise to focus on long-term growth, using data-driven insights for optimal portfolio construction.
