Our Story
Fibovix Wealth Management provides financial advice and solutions to private, institutional, and corporate clients worldwide. Headquartered in Nariman Point, Mumbai, we are present in all major financial assets worldwide.
OUR VISION
Fibovix envisions becoming a premier global wealth management firm, renowned for its innovative strategies and exceptional client service. Since our inception, we have experienced steady growth, expanding our client base and service offerings. Our future plans include leveraging technology to enhance our services, expanding our reach to new markets, and continuing to deliver superior results for our clients. Fibovix is committed to being a trusted partner in our clients' financial journeys, empowering them to achieve their dreams.
OUR MISSION
At Fibovix, our mission is to redefine the future of financial services, setting the standard for excellence in Portfolio Management, Asset Management, Proprietary Trading, and Comprehensive Wealth Management services. With a vision that extends beyond borders and into the next century, we aim to revolutionise the industry through innovation, integrity, and dedication to our clients' financial well-being. Our future plans include expanding our global reach, leveraging cutting-edge technology, and pioneering new approaches to wealth creation and management. Join us on this transformative journey as we shape the financial landscape for generations to come.
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Founder's Statement
As a founder of Fibovix, I am proud to lead a team dedicated to delivering unparalleled wealth management services. At Fibovix, we understand that managing your finances is not just about numbers; it's about securing your future and realising your dreams.
With a focus on Portfolio Management, Asset Management, Proprietary Trading, and Comprehensive Wealth Management services, we strive to exceed your expectations and help you achieve your financial goals. Our commitment to excellence and integrity ensures that your financial well-being is always our top priority.
At Fibovix, our team of experts is committed to providing personalised solutions tailored to your unique needs and aspirations. Whether you are planning for retirement, building your investment portfolio, or looking to grow your wealth, Fibovix is here to guide you every step of the way.
Company Status
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What They Say About Us
Testimonials
Outstanding service! FIBOVIX helped us boost profits and navigate financial challenges with ease.
John Smith CFO of BlueSky Enterprises
Expert guidance! FIBOVIX delivered tailored strategies that optimized our financial performance and positioned us for growth.
Kumar Shah Small Business Owner of GreenLeaf Landscaping
Reliable partnership! FIBOVIX has been our trusted financial advisor, offering proactive solutions that have enhanced our bottom line.
Mark Johnson Founder of BrightFuture Ventures
Why Us
We Rely on our principles to guide how we interact with each other,our clients and the communities in which we operate.These principles represent our core values.Aspirations and our cultural language - lived and embraced by every employee at our firm.The people we serve entrust us to help theme prepare for the future.Our cultureis defined by the deep sense of responsibility we feel to our clients and to each other.
Who We Are
We are driven by a vision of a better retirement. We believe that people deserve financial security across their lifetimes and that retirement should be within reach for everyone. To make this a reality, we are building better solutions, and making them more accessible.
The Right Guidance
Our team, clients, communities, and shareholders are at the center of everything we do. Through our tailored solutions spanning investment and commercial banking, payments processing, and asset management, we're relentlessly focused on serving our clients and driving sustainable impact for our communities.
Our Firm
Fibovix Wealth Management provides a range of investment banking, investment management, and securities services for our clients. These services are delivered by teams working across multiple functions.
Our Purpose
Our purpose is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.
Diversity & Inclusion
Our people are our greatest asset – we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders, and contribute to the broader public. Fibovix economists and experts share insights on macro trends shaping the global economy.
Acting as a Fiduciary
Fibovix's investment approach is informed by three principles: we start by understanding the client’s investment objectives; we seek the best risk-adjusted returns within the scope of the mandate they give us; and we underpin our work with research, data, and analytics. We apply those same principles to sustainability and the low-carbon transition. At Fibovix, we believe we’re at our best when our employees connect their personal purpose to their work and our firm’s purpose. In our “What’s Your Why” series, employees share how they bring their passions to what they do.
People and Leadership
We frequently express that our team members are our most valuable treasure, and it's a sentiment we deeply believe in. Their unwavering commitment and dedication empower us to provide excellent service to our clients, create enduring value for our shareholders, and make meaningful contributions to society at large.
How We Can Help You
Empowering Your Journey
The right analysis of situations.
Optimal monetary benefit-oriented approach.
Growth through a streamlined financial strategy.
We are with you!
Every Milestone is Important...
Are you considering the potential value of having a dedicated advisor during specific stages of your life?
Marriage and Family
Strike a balance between repaying your student loans and setting aside funds for your child's future.
WORKING TOGETHER-2
Prepare for important milestones
Having a dedicated advisor at certain times in your life can be valuable. Are any of these on your radar?
Purchasing or selling a residence
Navigating Real Estate transactions in buying or selling a Home.
WORKING TOGETHER-3
Prepare for important milestones
Having a dedicated advisor at certain times in your life can be valuable. Are any of these on your radar?
Retirement Planning
Preparing for your next chapter as you approach retirement.
Optimized analysis with better tools.
Together with your advisor, you will delineate and prioritize your objectives, assess your financial standing, and assess trade-offs to formulate a personalized, easily understandable, and comprehensive plan using our optimized tools. In the event of changes in your situation, you and your advisor can revise the plan to ensure you remain on course toward your goals.