Wealth Management advisory for professionals:
Vertex proposes to enable a professional to better manage their wealth through expert advice in personal finance planning and investment strategies. Vertex has a strategic partnership with Wealthfirst Advisors, a SEBI registered Portfolio Manager, along with specialists, with backgrounds in finance from the Indian Institute of Managements (IIMs) and with experience at leading investment banks having vast experience, credentials and record to advise professionals in this area. |