EVERYTHING YOU NEED TO KNOW ABOUT US

Unparalleled resources to help you identify opportunities & possibilities.

We got you covered, Have a look at all the services we offer.

abode1st wealth is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities.

Each financial solution we create is tailored to fit unique, individual and often complex needs. Our capabilities have been developed through patience and strength.

Wealth Management

Retirement Plan

Plan finances today, with customised portfolios and deposit plans, so you can lead a life of ease tomorrow.

Safety Net

Build a financial safety net to prevent financial disasters from derailing your future.

Wealth Building

Create a strong reservoir of resources to support your financial wellbeing.

Big Purchases

Make responsible big-ticket purchases without encroaching on other financial necessities.

OUR ACHIEVEMENTS

100%
Client Satisfaction
2000+
SIP's Managed
600+
Clients

OUR TEAM

Managing your wealth is a matter of utmost criticality. It requires deep and wide knowledge of the many exciting opportunities that are out there nowadays and a extremely trained eye that has the uncanny ability to pick the wheat from the chaff. abode1st’s extremely tough management team will instil trust in you and bring the most effective of opportunities across several asset classes offering you bespoke solutions tailored to your goals and hand hold you through your journey to wealth creation.

They have the power to combine art of investments with the analytical skills to administer you complete peace of mind.

SEE FULL TEAM
  • Rahul Nandal

    Rahul Nandal

    Co-Founder
  • Pankaj Jain

    Pankaj Jain

    Vice President - Business Development
  • Mohit Sukhani

    Mohit Sukhani

    General Manager
  • I met with an Optimize Wealth Management Advisor 3 years ago and have received nothing but a top-notch client experience. I have always found them to be ethical, client focused, and more than willing to go the extra mile for me and my personal goals. I have no hesitation whatsoever in referring them on to someone looking for a client-focused financial advisor.
    Disha S.Means Interactive
  • My wife and I have been with you for many years. Having recently completed a switch on line (as a retired professional I watch the relevant prices daily!) it occurred to me that I ought to tell you that your total service package is a complete match to our needs. In these days of "comparing" everything, we would never think of looking to see what alternative offerings there are out there - we will stay with your perfect service.
    Satbir Hooda
  • I have been with abode1st for a very long time, and what you supply is brilliant. The Viewpoint in particular is excellent. I have recommended you to no end of people.
    Ashish
  • May I take this opportunity to thank you for your ongoing efficiency and speed in dealing with transactions over the years. My brother also has always been very happy with your service. It contrasts sharply with that of other companies, particularly utilities and also other brokers.
    Roma