COMPANY PROFILE

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Company Profile

I am Raghupreet Singh Kanwar, a banking and financial services professional with 26 years in the industry. After having spent 17 years with various banks like, IDBI, ICICI Bank, Citibank and ICICI Securities (Private Wealth) Ltd, I started my own venture on the financial services domain. I was awarded by CNBC TV 18 in the year 2016-17 for my work in the segment.

The idea behind starting this venture was to give investors unbiased opinion on the market conditions and help create long term wealth while reducing the risk that customer had to take to attain his goals. Capital growth is vital but capital preservation is paramount. Depending on the risk profile of the customer we do not hesitate in offering lesser return but with higher safety and lower volatility of the portfolio.

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Since incorporation, we have helped 300 families and 31 retired individuals, 720 individuals, 130 IT professionals, 35 Doctors/ healthcare professionals, 14 Chartered Accountants, 27 Bank officials, 28 armed services officers, 37 Business owners and entrepreneurs and many more people to attain the financial freedom. We have conducted about 45-50 investor awareness camps across these segments

Our Mission

Our Mission is to create a 100 investors with a portfolio over a crore created via SIP over medium term. We would love to Educate, Empower people to on financial wellbeing.

Our Vision

At Bright Wealth Ideas, We believe that knowledge is power and we love to educate our customers in particular and masses in general about financial products and services. By providing premium financial education, trainingswe empower people to take control of their financial future.