About Us

About Us

wealth management

wealth bar

A Unit of JSVM Global Invesco Pvt. ltd.

Every story has a beginning… this is our beginning. We know that Businesses are built on trust, and we make sure that our clients know that their finances are in capable hands. We are committed to providing unbiased financial advice and acting solely in our client's best interests. Individual financial planning and consulting services are provided in the areas of insurance, mutual funds, equity, shares, Alternative Investments, structured products, currency, commodities, bonds and debts, corporate FD's, and so on.

The Man Behind The Vision

the man behind the image

A finance thinker and a business leader with a strong understanding of financial management/wealth management. Strong experience as a financial consultant to a variety of entrepreneurs on various platforms.

Brings in 20+ years of experience in the Financial market. Has built a variety of geographic areas and has played a key role in developing businesses for financial institutions which include India bulls, Religare, and Edelweiss securities ltd, lastly as an Associate Director.

Has Discovered a passion for Business and thought of investing in his young people. Finally, launched a start-up in India and Dubai as an initial step.

The future vision is to enhance the wealth management experience for a set of people looking for personalized as well as a qualitative side of building wealth.

Come and be a part of such a journey!!  Wish you all good health & of course wealth.

our mission and vision

Welcome to Wealth-bar, a financial and wealth management company dedicated to helping clients achieve their financial goals. With over 20 years of experience, our team of experts provides personalized and comprehensive financial solutions to individuals, families, and businesses.

Our mission is to empower our clients to make informed financial decisions through education and expert advice. Our approach is centered on building long-term relationships, understanding our client’s unique needs, and creating customized strategies to achieve their financial objectives.

financial planning

We offer a range of services including investment management, insurance, mutual funds, equity, shares, Alternative Investments, structured products, currency, commodities, bonds and debts, corporate FDs, and so on. Our clients can expect unbiased and transparent advice, coupled with a commitment to providing exceptional client service.

 we understand the importance of maintaining financial stability and security. That’s why we work with our clients to develop a comprehensive plan that takes into account their current financial situation, future goals, and risk tolerance.


“We believe in building a better financial future for our clients, one relationship at a time. Contact us today to schedule a consultation and learn how we can help you achieve your financial goals.”

Set Your Goals

Our expert team determines your goals and financial concerns.

Financial Health Review

Our team will review and analyze

your current portfolio.

Quick & Easy

Our process is quick, easy, and flexible. Hassle-free consultancy.

Tailored Stratergy

Our strategies are tailored to your financial and investment needs.

Customers Testimonial
What my Clients Say

After doing research on wealth management, I landed on this platform and got lucky.

Rahul Das

My friend suggested me this company for mutual funds. They are reliable and trustworthy.


They have been a great help in managing my investments & I recommend them.


It was the best decision that I made and got associated with the Team Wealth-Bar.