Welcome to IBEX WEALTH INC, a dynamic and ambitious company dedicated to helping you achieve your financial goals. Established just a year ago, we have rapidly made a mark in the financial advisory landscape by delivering personalized solutions in mutual fund distribution, insurance advisory and financial planning.
At IBEX WEALTH INC, we believe in building long-term relationships founded on trust, transparency, and a deep understanding of your unique needs. Our team of experienced professionals is passionate about guiding you through every step of your financial journey, ensuring that your investments align with your aspirations.
While we are a young company, our vision is clear: to empower individuals and businesses with financial security and growth. We are committed to innovation, excellence, and staying at the forefront of financial trends to offer you the best possible service.
Join us as we grow together, creating a future of financial stability and success.
PRODUCT BASKET
Ibex Wealth product basket is designed to offer a comprehensive selection of high-quality financial solutions tailored to meet the diverse needs of our clients. From a wide range of investment products like mutual funds to comprehensive insurance options, we provide carefully curated choices to help you secure your financial future.
Whether you are looking to grow your wealth, protect your loved ones, or plan for retirement, our offerings are designed with flexibility and strategy, ensuring customized solutions that align with your financial goals and aspirations.
Explore Ibex product bucket to take the first step towards secured life-time financial plan.
Mutual Funds
Loan Against MF
PMS
Equity & ETFs
Fixed Return Products
Insurance
Real Estate
CLIENT SERVICE
We are excited to partner with NJ Wealth to offer exceptional client services through our Wealth Management Desk. This collaboration allows us to provide personalized financial solutions, expert advice, and a diverse range of investment products tailored to meet each client’s unique goals. Whether you’re building wealth, planning for retirement, or managing risk, we work closely with you to develop strategies that align with your objectives.
In line with our commitment to transparency and leveraging technology our dedicated mobile App offers :
• Automated transaction updates
• Real-time updates on all transactions
• Complete transparency to enhance overall experience
• Automated Notifications & Detailed Transaction Records (easy to track investments, monitor performance, and stay informed about changes in portfolio)
The app’s seamless integration with our wealth management tools allows clients to access essential information, such as portfolio balances and investment summaries, anytime and anywhere. By combining NJ Wealth’s industry expertise with advanced technology, we empower clients with the tools they need for efficient wealth management.
Our goal is to provide a transparent, user-friendly experience, allowing clients to confidently navigate their financial journey while benefiting from expert advice and cutting-edge technology.
Ibex Wealth Inc. is a one-stop-institute to avail comprehensive Financial Services in the areas of Mutual Fund Distribution, Insurance Advisory and Financial Planning and also out-grow you existing knowledge about Financial Management.
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Eva Longoria
User
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Mark Twin
CEO
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