Our Approach
and Work
At OneWelth, we offer a robust selection of alternative investment strategies designed to diversify your portfolio and enhance your financial growth. Our alternatives services provide access to exclusive opportunities and specialized investments that go beyond traditional asset classes.
We provide access to a diverse range of private market options, including Private Equity, Venture Capital, Private Credit, and Secondaries. Our curated investment strategies are designed to optimize returns and manage risks, offering you the potential for substantial growth through carefully selected private market investments.
Our extensive network includes direct access to founders of leading private businesses, as well as top venture capital (VC) and private equity (PE) funds and investment banks. These exclusive industry connections allow us to offer you unique investment opportunities that are typically unavailable to the general market.
Leveraging our extensive network, we identify and capitalize on strategic opportunities with investee companies. This network leverage enables us to provide you with insights and opportunities that enhance the value of your investments and open doors to promising ventures.
We specialize in advanced stage and pre-IPO investment opportunities, giving you access to companies that are on the verge of going public or are in their late growth stages. These investments offer the potential for significant returns as these companies transition to the public market.
Our alternatives services are designed to integrate seamlessly with your overall investment strategy, ensuring that your portfolio is well-diversified and positioned for growth. By incorporating a range of alternative assets, we help you achieve a balanced and resilient investment portfolio.
Our team of experienced investment professionals provides expert guidance and support throughout the investment process. From identifying opportunities to managing investments, we ensure that you receive the highest level of service and expertise, helping you make informed decisions and maximize your returns.
Experience the OneWelth Difference
At OneWelth, excellence is not merely a benchmark; it is the very essence of our commitment to you. We go beyond the standard to deliver unparalleled client care, ensuring that every interaction is imbued with professionalism, integrity, and an in-depth understanding of your distinctive financial landscape. Our approach to wealth management is meticulously tailored to fit your unique circumstances, offering the personalized guidance and expertise necessary to help you achieve your financial goals.
Our presence spans the globe with offices in New York and Miami, Europe, India, and Mauritius. This global reach, combined with deep local knowledge, allows OneWelth to provide a wealth management experience that is as comprehensive as it is personalized. No matter where you are, we are here to meet your financial needs with precision and care.
By choosing OneWelth, you are selecting a partner who is unwaveringly dedicated to your financial prosperity. Our commitment to white-glove service means you will always feel valued, fully understood, and empowered in your financial decision-making process.
transcends traditional offerings and is committed to transforming wealth management globally.