Connect with our core
EPM Wealth, your very own wealth management company began its journey in 2016 providing tailor-made strategies for individuals and corporates, making challenging decisions effortless. Every individual needs the understanding of instruments to channel their wealth and we at EPM wealth help you do so. Even with the progression of technology in recent times, our philosophy of personal connection remains intact.
Are you ready to take control of your ‘Financial Future’?
Powered by passion driven by team work
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Dileep hari
Managing Director
- Years In Industry
- 30+
- Years in WM
- 23+
- Creativity
- 20
- Tea Making Skills
- 50
- Trainings Given
- 100+
- Industry Knowledge
- 100
-
CFP Tanish gupta
Additional Director
- Years In Industry
- 7+
- Years in WM
- 7+
- Creativity
- 70
- Tea Making Skills
- 80
- Trainings Given
- 150+
- Industry Knowledge
- 75
CA Yogesh Garg
Equity Strategic Analyst
- Years In Industry
- 30+
- Years in WM
- 25+
- Creativity
- 20
- Tea Making Skills
- 0
- Trainings Given
- 10+
- Industry Knowledge
- 100
Rajesh Jain
Marketing Head
- Years In Industry
- 30+
- Years in WM
- 7+
- Creativity
- 90
- Tea Making Skills
- 20
- Trainings Given
- 25+
- Industry Knowledge
- 75
CA Ajay Jain
Equity Strategic Analyst
- Years In Industry
- 25+
- Years in WM
- 25+
- Creativity
- 20
- Tea Making Skills
- 20
- Trainings Given
- 100+
- Industry Knowledge
- 100
Advisory Council
-
Ca Ashok Garg
-
Dr(Capt) Sanjay Chandna
-
CA Puneet kumar bansal
-
Ca Himanshu Agarwal
Mission
Make every Indian Financially Literate.
Vision
To lead the Wealth Management Industry through our customer centric approach.