A new take on money.

Gone are the days of choosing between independence and support.
As an independent financial advisor at TheBankerWay
you can choose the exact level of service that fits your needs—up to and including outsourcing your entire paperwork to us.

Get Started

We design tools to unveil
your superpowers


Mutual Funds

While most people enjoy stock trading,We prefer this..


Portfolio Services

Helping clients in building wealth with moderate risk and peaceful avenue.



Taking care of clients with Health, Term, Life insurance.


Financial Advisory

Personal choices and the overall personality of the person.

How We Help You To

Manage Your Money

As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at
every aspect of your life to ensure a holistic approach to serving you..


As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs.


Using the details you have confided in us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to your financial objectives.


Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance.

Focusing On What Matters Most

Wealth Managers

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary
to help you pursue your financial goal and objective.


Never worry about overpaying for your
decision again.


We will only switch you to esuitable product
that we trust and will treat you right


We track the markets daily and know where the
savings are.

360° solutions for


We are offering services across all financial products to ensure
our clients get all financial solutions under one roof,
being it mutual funds, equity, PMS or Insurance.

Wealth Management

Dedicated Consultantcy for the ones who look for wealth solutions.

Insurance Advisory

Taking care of clients with Health, Term, Life insurance.
that won't cost you extra service charges.

Tax Consultantcy

If you are looking for a new way to save your taxes and want to do a pre planning
that won't cost you more money,

Need a super hero?

When money realizes that it is in good hands,
it wants to stay and multiply in those hands!

Quick Links

Regulatory stuff

knowing you're always on the best investments deal.

©2017-2022 TheBankerWay

AMFI Registration Number ARN-221453