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About Us

A one stop wealth management platform 

FairDeal was founded in 2022 as a platform with the aim of providing wealth management solutions to customers across every strata of society. We have built a diversified set of offerings that enable us to serve both family offices and retail investors. 

What we do

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PMS Distribution

  • Identifying the right manager for you 

  • The right fee structure to opt for 

  • When to add and reduce exposure 

  • Diversification across managers/strategies

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Mutual Fund Distribution 

  • Selecting the right fund

  • Diversifying across sectors

  • Mulicap Asset allocation 

  • Optimal mix of debt vs equity 

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Portfolio Analysis & Optimisation 

  • Portfolio review 

  • Is your portfolio over exposed to an asset class or certain assets ?

  • How can you optimise fees paid to achieve your financial objectives ?

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Enterprise financial coaching/planning

  • Want to help your employees move up the financial ladder ? 

  • Employee seminars on importance of investing regularly 

  • Facilitation & Implementation of SIP across your workforce 

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