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Why Choose Us

About Us

Since incorporation in year 2010, Topview Wealth is one of the prominent and trusted name offering various financial intermediary services in the areas of equities, mutual funds, insurance, bonds, P2P and corporate deposits primarily to the family offices of the corporates, high net worth individuals and NRIs.

Topview Wealth has always focused on building long term relationships by working closely with the clients. The tagline in our logo "Views adding Values..." signifies TOPVIEW's continuous approach of additional focus on value addition while catering to the varied financial requirements.

Know More

What We Provide

Services

Income Protection

Income protection insurance is a type of insurance that provides financial support to individuals in the event that they are unable to work due to illness, injury, or disability.

Fixed Income

Fixed income refers to a type of investment that provides a predictable and stable stream of income over a specified period. It is commonly associated

Mutual Funds

Equity, debt, and hybrid mutual funds are three different types of mutual funds, each with distinct investment objectives, asset allocation strategies, and risk profiles.

PMS & AIF

PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) are two distinct types of investment vehicles that cater to high-net-worth individuals

Bonds & NCD

Bonds and NCDs (Non-Convertible Debentures) are both types of debt instruments that entities use to raise capital from investors. They have similarities

P2P Investment

P2P (Peer-to-Peer) investment, also known as peer-to-peer lending or crowdfunding, is a form of alternative investment that allows individuals to lend money directly

Listed/Unlisted Equity

Listed and unlisted equity refer to two different types of company shares based on their listing status on a stock exchange. Let's explore each of them.

Gold ETF/SGB

Gold ETF (Exchange-Traded Fund) and SGB (Sovereign Gold Bond) are two investment options that allow individuals to invest

Start investing in mutual fund and make your money work for you

Requires careful consideration of market conditions.

Market Watch

How We Work

Steps

Sign Up

Fill your basic information and create your free account. Believe us you will get a lot by just signing up.

What We Do For You?

We get your KYC done
We make you online investment ready

What We Need From You?

Nothing much! Just download Account Opening Form & Mandate Form. Fill, sign and mail these at info@test.com

What You Get?

Single platform to buy, sell & live tracking of your portfolio
Monthly Portfolio statement
All this for Free Free Free!! We are not charging any service fee from you

Investor Corner

Tools

Financial Calculators

Download Forms

pay Premium Online

Financial Fitness

Risk
Profile

Useful
Links

Why Choose Topview Wealth

Features

Multi Assets

Assets Allocation

Portfolio Analysis

Online KYC

Online Investment in MF

Research

Latest Blogs & Update

Blogs

What Our Clients Say

Testimonials

Highly satisfied with the dedicated and time bound working approach of Ramesh.

Dr. Debasis Chakravarty

MBBS, M.S(Ortho), MRCS (Edin), FRCS (Tr & Orth) Fortis Hospital

The professional relationship with TEAM TOPVIEW has continued to grow stronger with the time.

Mr. Sajjan Agarwal

Owner/CEO Purti Group

The knowledge and expertise of TEAM TOPVIEW certainly makes them distinct from others.

Mr. Vineet Somani

Chartered Accountant Director, Standard Chartered Bank

Diversified experience on different financial matters along with excellent analytical capability makes them quite worthy in HNI space.

Mr. Akhilesh Saklecha

Director Super Iron Foundry Group

Their focus on Value addition to clients with professional approach is highly praiseworthy.

Mr. Anil Kumar Jhawar

Managing Director Mohan Group

Let's Have a Conversation

Contact

Call Us

+91 8336967485

Mail Us

mail@topview.co.in

Reach Us

2, India Exchange Place, 2nd Floor, Kolkata - 700 001