ABOUT US

Who We Are

CRG Wealth has been in the field of wealth management and financial services for over 20 years.

CRG Wealth is a team of young professionals, born with a great objective, of enabling wealth creation for our clients through quality and credible financial planning advisory services. CRG Wealth is a technology driven company offering independent, full-service, client-centric investment solutions, interconnecting various aspects of financial life and making our customer’s goals the center of the advice.

SERVICES

What We Provide

Mutual Fund

Investment options diversifying portfolios in stocks, bonds, or securities, professionally managed for long-term wealth growth.

Mutual Fund

Investment options diversifying portfolios in stocks, bonds, or securities, professionally managed for long-term wealth growth.

Financial Planning

Financial planning is the process of organizing your finances to achieve your financial goals.

Financial Planning

Financial planning is the process of organizing your finances to achieve your financial goals.

Wealth Management

Wealth Management is a holistic approach to financial planning, focusing on growing and safeguarding your wealth.

Wealth Management

Wealth Management is a holistic approach to financial planning, focusing on growing and safeguarding your wealth.

Insurance

A policy ensuring financial security for beneficiaries upon the policyholder's demise, providing peace of mind and support.

Insurance

A policy ensuring financial security for beneficiaries upon the policyholder's demise, providing peace of mind and support.

Real Estate Planning

Tangible asset investments such as properties or land, offering potential rental income and capital appreciation.

Real Estate Planning

Tangible asset investments such as properties or land, offering potential rental income and capital appreciation.

FEATURES

TOP FEATURES WE PROVIDE

FEATURES

Financial Tools

Calculators

Access diverse financial calculators for investment planning and risk assessments, ensuring informed financial decisions.

Downoad Forms

Easily download essential forms online, streamlining transactions for a convenient and hassle-free experience.

Health Checkup

Evaluate your current financial health with a comprehensive questionnaire, to enhance your planning and well-being.

Risk Profile

Assess your risk tolerance and financial profile to customize your investments according to your risk-taking capacity.

Pay Premium Online

Make premium payments online conveniently, safeguarding your financial well-being at your fingertips.

Buy MF Online

Invest in Mutual Funds online, explore options, and manage your investment portfolio effortlessly at your fingertips.

SIP

Power Of SIP

Money Per month(₹)
1
Interest Rate(%)
1
Year(s)
1
Invested
1,20,000
Returns
1,20,000
Total
1,20,000
Testimonials

What People Say

Video

What People Say

LATEST ARTICLE

Blog Posts

TC 81, 1715, SS Kovil Rd, Thampanoor, Thiruvananthapuram. Kerala, India 695001
NNRA 22, “ Udayagiri “ Museum Nanthancode Road, Kowdiar Trivandrum, Kerala, India – 695003

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