WE SPECIALIZE

Helping women stay in peace while we manage their finances
WELCOME TO CopperNickel Wealth
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investment management
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cash flow management
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retirement planning
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estate planning
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insurance
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personal 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.

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we are Global Financial Professionals

About Us

Who We Are

Our 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.

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What we do
personal finances

Develop and implement a systematic plan for your short-term and long-term finances

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cash flow management

Create efficiencies around monthly and yearly cash balances based on family income and outlays

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estate planning

Develop tax efficient structures for inheritance, education and other large expenses

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investment management

Human intellect + advanced algorithms = optimal asset
allocation

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retirement planning

Build a realistic and sustainable
plan for a peaceful life after a busy professional career

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insurance

Optimize insurance exposure
based on your unique needs,
family situation and professional career path

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We are what people say about us