Financial Planning
and Wealth
Management
Comprehensive financial planning that covers investment management, cash flow management, retirement planning, estate planning, insurance, and all aspects of personal finances.
Know MoreWE SPECIALIZE
Helping women stay in peace while we manage their finances
Our vision is to empower Indian women to achieve their full potential by providing them with peace of mind about their wealth and financial future.
Our advisors develop customized plans to optimize savings, taxes, insurance, investments, employee benefits, mortgages, loans, and other moving pieces of our clients’ financial lives. Further, our advisors help clients implement recommendations over time. This is an ongoing process as life changes occur from time-to-time.
Read MoreAbout Us
Who We AreOur founder developed a passion for economics and finance early in her life. In her formative years, she was lucky to have a strong role model in her mother, who managed the family’s day-to-day as well as strategic financial decisions. Over a 15 year career, she has developed a niche in working with women.
Know More call us today!Develop and implement a systematic plan for your short-term and long-term finances
Create efficiencies around monthly and yearly cash balances based on family income and outlays
Develop tax efficient structures for inheritance, education and other large expenses
Human intellect + advanced algorithms = optimal asset
allocation
Build a realistic and sustainable
plan for a peaceful life after a busy professional career
Optimize insurance exposure
based on your unique needs,
family situation and professional career path
CopperNickel Wealth (CuNi Wealth) provides holistic personal financial planning by approaching wealth management from a fiduciary perspective and by combining the experience.
Opening soon
New York, NY 10028, USA
+91.98866.82037