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About Us
Established in 2020 by a team of seasoned Chartered Accountants, OIA Wealth is a comprehensive Wealth Management firm committed to delivering exceptional financial advisory, investment, and wealth planning services. Our foundation is built on knowledge and integrity, ensuring that our interests are always aligned with those of our clients.
Introducing "CheerBull," our cutting-edge DIY (Do-It-Yourself) digital platform. Leveraging the latest technology, CheerBull offers a seamless and fully digital investing and wealth creation experience, making investing easy and accessible for everyone, with or without an Advisor.
Streamlined Wealth Management:
Your Path to Financial Security
Our wealth management process is designed to provide personalized financial solutions tailored to your unique needs. We begin with an in-depth assessment of your financial situation, goals, and risk tolerance. Based on this analysis, we create a comprehensive financial plan that includes investment strategies, tax planning, insurance and estate planning. We then implement the plan, carefully selecting and managing a diversified portfolio of assets. Regular monitoring and review ensure that your plan adapts to changes in the market and your personal circumstances. Our goal is to help you grow and protect your wealth, providing peace of mind and financial security.
How it works
01
Download App
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02
Sign Up
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03
Add your existing portfolio
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04
Review & Track Your Existing Portfolio For Free
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05
New to Mutual Funds! Check KYC status & Complete KYC paperless
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06
Set-up Bank Mandate
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07
Buy/Sell in Your Existing Folio
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08
Explore MF & Other Products Explore Goal Specific Baskets
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09
Buy/Sell Mutual Fund and Other Products Online
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10
Moniter/Rebal
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CHEERBULL is the name of our integrated investing platform of OIA Wealth Private Limited enabling easy investing for all, offerring multiple products under one roof
- Investment Services Mutual FundsPortfolio Management Services (PMS)Alternative Investment Funds (AIF)Market-Linked DebenturesFixed DepositCorporate BondsInsuranceSovereign Gold Bonds (SGBs)Tax Free BondsEquity & DematLoan Against Mutual FundsPeer-to-Peer Lending (P2P)
- Financial Services Succession & WillGoal CalculatorsTrack Portfolio Free!!
- Company About UsContact Us
- OIA Wealth Private Limited
Disclaimer:AMFI Registered Mutual Fund Distributor. ARN Number: 174028, Valid till 19/06/2027 Original ARN issue date: 24/12/2020
Mutual funds & Securities are subject to market risks, please read all your scheme/securities-related documents carefully before investing.
Registered Office : 406 Gurunanak Plaza, Lodha Kothi, Station Road, Kota 324002, Rajasthan
Corporate Office Address : Spark & Associates, F- 371, Indra Vihar, Kota 324005, Rajasthan
CIN : U67190RJ2020PTC072392
Copyright © 2024 OIA Wealth Private Limited