How We Started
WinNest is a filled-to-the-brim financial services firm specializing in capital management. Our range of financial solutions is tailored to each client’s specific investment goals; whether it’s tax planning, wealth management, or insurance, we have the capacity to not only achieve but go above the expectation.
WinNest enables you to achieve your financial goals, whether your daily goals like meeting your expenses with your salary or extremely distant financial goals like having a financially secure retirement.
A person’s needs and goals change as he progresses in life. Therefore, the need for wealth is lifelong. If you earn millions, you require not to be wealthy because your wealth depends on what is left after meeting your various expenses and outflows and how your savings grow. In terms of a definition, the difference between what you own, or your assets, and what you owe, or your liabilities, is your wealth. Our Mutual Funds Advisors can help you secure your financial future and make your decision easy.
Our Mission
Our mission is to help our clients reach their long-term financial goals. We achieve this through transparency, compassion, and a persistent determination to achieve their objectives, and we provide a comprehensive defined process to assist our customers in achieving their financial targets.
Our Vision
Our purpose is to be a recognized leading player in capital management, and we also envision being a valued partner for our clients.
Managing Director
Sunil Kumar S
Associate Partner
Salim Hassan
Cluster Head - Partner
Tejas H Bellubbi
Advisor and Manager
Pavan Kumar P
Field Executive
Chandrashekar B M
Become a Crorepati!
The first crore is extremely difficult to achieve and may not be achievable for everyone. This aim, however, is possible with WinNest. We provide expert planners to help you design a financial strategy that is tailored to your specific needs. We have dedicated team of Mutual Funds Advisors who help you in meeting your financial objectives. We assist you in estimating the amount you will require to meet your objectives, taking inflation into account.
210+
Manage
Crore
130+
Across
Cities
2500+
MILLIONAIRES
Customers
Some of our partners
We are proud to work with some of the key organizations. The Best and the most productive relationships are synergistic and goal-oriented. A true partnership is a two-way street, and our clients' list speaks for itself.
We are bridging the gap between the market and your goals.
It's very simple one size does not fit.
At WinNest, we evaluate the market in relation to your financial needs and, as a result, we tailor an investing plan for you.
Our top Mutual Funds Advisors helps you strategise an investing plan to meet your financial Goals.
An ideal investment objective should be measurable and reachable. WinNest develops clear, acceptable, and practical goals that are simple to understand and implement.
A broad investment strategy with numerous possibilities should be designed to fulfil your financial goals step by step.
Ask us anything
WinNest helps you reach your financial objectives, whether they be everyday goals like paying your bills or long-term goals like a financially secure retirement. In case of queries, you write us here.