Financial Engineering for discerning HNI and MSME (Medium, Small and Micro Enterprises)
GenerateWealth is a boutique Financial Engineering and business consulting firm by a close-knit team of accomplished professionals with global experience. We leverage our own successful journeys to empower your financial path and propel your wealth and businesses forward.
It is a cross functional domain helping to create, manage and transmit wealth across generations. Financial Engineering is an area of the financial sector that utilizes computer science, statistics, economics, and applied mathematics to solve quantitative financial problems.
Expert Talent, Exceptional Results
Over 25 years experience in Global capital markets, worked with global asset management companies in various capacities.
Go to person for AI and Investment Management
Serial Entrepreneur, CFP charter holder with over 25 years experience in investment advisory.
Go to person for Financial Planning and investment advisory services
Over 25 years experience in Technology roles in global asset management companies.
Expert on Data Management, IT Development
Unlock your full financial potential. Contact us today to discuss how we can help you navigate your financial journey and achieve your entrepreneurial ambitions.
Gain unparalleled guidance from seasoned founders who've built businesses and faced the challenges you're encountering.
Leverage our proven track record to build a diversified portfolio aligned with your goals.
We act as your one-stop shop, managing your entire financial picture – personal wealth, investments, and business success – all under one roof.
Forget one-size-fits-all plans. We craft personalized investment and business strategies that align perfectly with your unique goals and risk tolerance.
Our dedicated team becomes your trusted advisors, providing ongoing support and guidance to ensure you achieve your financial and business aspirations
Sowing the Seeds of Financial Future for yourself and your future generations
You are beginning to think about having a family or you are just growing your family. To ensure that you can provide a good and happy life for your children in the future, you would like to understand how well you are positioned financially before taking the leap. Some of the considerations may include childcare and education costs as well as transitioning from a two to a one-income household. You are therefore interested in speaking to someone about proactively planning your wealth.
Our wealth planning experts are passionate about supporting you in achieving your goals. Together with you, they will help you gain a detailed understanding of your current financial situation and develop a financial plan to help ensure those goals are met.
Lets Talk about Family
Your family company has been built up over generations, and its continuation was entrusted to you by your parents. As your retirement approaches, you are considering how to secure its growth in the future, as well as help your children join the business. How to ensure that all members of your family are happy with the approach? What options are there for sharing your legacy fairly between them? As you step back from the company, you would like to use some of your wealth for charitable causes, but what are the options available to you, and what is the most effective approach?
GenerateWealth understands what it means to be a global family today. Our own family heritage, paired with our network of external experts, will work with you to develop and implement a roadmap for both your future endeavours and your family’s ongoing prosperity.
Lets talk about family
Navigating business succession and family legacy
Whether or not you should take over the family business is a major decision. Your biggest concern is whether you’d be able to preserve the company’s values and traditions while also introducing your personal vision for it.
At GenerateWealth we understand the complexities of succession and will support you and your family in developing a solution that will help ensure the company remains successful for many generations to come.
Lets talk about family
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