Investment Planning
“Investment Planning is all about crystallizing investors long term plans and dreams”
UNNATHI WEALTHWe make your
AMFI Registered Mutual Fund Distributor
We make your
wealth work
for you.
Personalised investment strategies designed around your goals, risk profile and long-term financial journey.
24+Years of experience in wealth management & investment advisory
24+ Years Experience
Personalised Approach
Goal-Based Planning
AMFI Registered Distributor
24+Years of experience in wealth management & investment advisory
UNNATHI WEALTH
About Unnathi Wealth
Unnathi Wealth, founded by Praveen H K, is a trusted partner in investment planning and wealth management. With over two decades of experience, Praveen helps clients make informed decisions and work towards their financial aspirations.
We understand your goals, risk profile, and time horizon to create personalised investment strategies suited to your needs. Our relationship-driven approach focuses on clarity, integrity, and long-term wealth creation, giving you greater confidence in your financial journey.
Services
Wealth Management & Investment Planning
Investment Advisory
“ Investing is how most people grow a lifetime of savings into a meaningful nest egg over a course of their work life”
Succession Planning
The estate and the composition of beneficiaries, based on your determination of “who” gets “what” and “when”.
Wealth Protection & Preservation
Wealth preservation can often be even more difficult than wealth creation.
At Unnathi Wealth, we believe every investor has a unique financial journey. Our approach begins with understanding your goals, priorities, risk profile, and investment horizon.We provide personalised investment solutions designed to suit your individual needs, combining experience, knowledge, and a disciplined approach. With a strong focus on long-term relationships and informed decision-making, we help you navigate market opportunities with greater clarity and work towards building sustainable wealth over time.
Testimonials
What Our Clients Say
“Unnathi Wealth’s professional approach and dedication to my financial goals have been exceptional. Their guidance has been invaluable.”
“The team at Unnathi Wealth has consistently demonstrated reliability and strong execution in managing my investments.”
“With Unnathi Wealth, I feel confident about my financial future. Their strategic planning is truly visionary.”