Reach out to us today!
Connect with our team to explore personalized wealth
strategies that align with your goals and aspirations.
Phone:
+91 9819579759
Email:
vaibhav@nomismawealth.com
803, Pavilion Business Square,
8ᵗʰ Floor, Plot No. 53, SG Barve Marg,
Chembur, Mumbai – 400071
AMFI Registered Mutual Fund Distributor
What can we help you find?
What is Nomisma Private Wealth?
Nomisma Private Wealth is a premier multi-family office and private wealth management firm based in Mumbai. Focusing on high-net-worth families and individuals, the firm specializes in creating tailored financial strategies to help clients grow, protect, and transition their wealth effectively across generations.
What does "Nomisma" mean?
The term “Nomisma” has its roots in ancient Greek, where it referred to “currency” or “money” in the form of a coin. Beyond its literal meaning, it symbolizes value, trust, and the foundations of an organized economy. At Nomisma Wealth, the name reflects our commitment to building lasting value and trust with our clients while managing their wealth responsibly and strategically.
Who can benefit from Nomisma Wealth's services?
The services at Nomisma Wealth are designed for ultra-high-net-worth individuals (Ultra HNIs), multi-family offices (MFOs), business families, CEOs, CFOs, and retirees with significant wealth.
What services does Nomisma Wealth offer?
Nomisma Wealth provides comprehensive financial solutions, including:
- Investment Planning
- Insurance advisory
- Will and trust services
- Family charter and estate planning
- Global investing options
- Intergenerational wealth transfer
What is Nomisma Wealth's unique approach?
Nomisma Wealth emphasizes a goal-based approach, focusing on solutions tailored to clients’ individual circumstances. With over two decades of expertise, the firm addresses common industry challenges, such as the frequent turnover of relationship managers, by ensuring continuity and consistency in advice. Our solution-driven philosophy, coupled with a strong emphasis on trust and multi-generational wealth management, sets us apart from traditional financial institutions.
How can I track my investments?
Nomisma Wealth provides a digital platform that allows clients to monitor their portfolios in real-time. This ensures transparency and empowers clients to stay informed about the performance and status of their investments at all times.
What family and estate planning services does Nomisma Wealth provide?
Nomisma Wealth specializes in comprehensive family and estate planning. This includes creating family charters, drafting wills, and providing trust services to ensure seamless intergenerational wealth transfer. The firm also excels at managing financial transitions within families, such as facilitating the transfer of business ownership from one generation to the next.
Can you help me invest in international markets?
Yes, Nomisma Wealth specializes in global investment opportunities. Through our expertise and network, we offer international products that provide true diversification and access to global standards and strategies. Whether you’re a resident Indian, Non-Resident, or foreign citizen, we bring customized investment ideas tailored to your goals. Our approach ensures that you benefit from global knowledge and experience, enabling you to capitalize on opportunities across borders.
What is the process for getting onboarded as a client?
The onboarding process at Nomisma Wealth is entirely seamless and digital.
Is Nomisma Wealth a registered financial service provider?
Yes, Nomisma Wealth is AMFI-registered (MFD #288957) and adheres to all necessary compliance regulations. The firm is transparent in its risk disclosures and ensures that clients are well informed about the potential returns and risks associated with their investments.
How will be Nomisma Wealth compensated? Do I have to pay fees?
Nomisma Wealth operates on a commission-based model. This transparent approach ensures clients receive value-driven services without hidden fees or unexpected charges.
Can you provide us with client references?
We prioritize client confidentiality and often sign non-disclosure agreements to ensure privacy. However, some clients may be open to sharing their experiences. References can be provided upon request, with prior permission and scheduling. You’re also encouraged to explore client testimonials on our website and review our Partners’ and Directors’ LinkedIn profiles for additional insights.
How can I start working with Nomisma Wealth?
If you’re interested in Nomisma Wealth’s services, you can book a consultation call to learn more about your tailored financial solutions.