SEBI Registered

Fully compliant investment advisor registered with SEBI

Industry Certified

Team of NISM-certified and experienced advisors

Data-Driven

Quantitative models backed by rigorous research

Client Focused

Transparent fees with focus on long-term wealth creation

Who We Are

Investment Advice That Starts With You.

Your financial journey is unique. Your investments should be too. At NorthWealth, we focus on understanding your goals, priorities, and future plans to create personalised wealth strategies that align with your needs. With a disciplined approach, expert guidance, and continuous support, we help you make informed financial decisions at every stage of your journey.

Personalised Wealth Planning

Every investor has different goals and challenges. We create structured financial plans based on your objectives, risk profile, and future aspirations.

Strategic Investment Guidance

Navigate financial decisions with clarity through thoughtful strategies, market insights, and a long-term approach towards wealth creation.

Who We Are

We help you build wealth with a strategy made for you.

Your financial journey is unique. Your investments should be too. At Northwealth, we focus on understanding your goals, priorities, and future plans to create personalised wealth strategies that align with your needs. With a disciplined approach, expert guidance, and continuous support, we help you make informed financial decisions at every stage of your journey.

Personalised Wealth Planning

Every investor has different goals and challenges. We create structured financial plans based on your objectives, risk profile, and future aspirations.

Strategic Investment Guidance

Navigate financial decisions with clarity through thoughtful strategies, market insights, and a long-term approach towards wealth creation.

Our Service

Comprehensive Advice.
Trailored to You.

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₹50 Cr+ ASSETS UNDER ADVICE

Capital advised across equity and mutual fund portfolios

70+ HNI RELATIONSHIPS

Personalised advice aligned with individual goals and risk profiles

TWO CORE PORTFOLIO ADVISORY SERVICES

Direct Equity and Mutual Funds

10+ INVESTMENT ADVISERS TEAM

Qualified professionals supporting research, portfolio reviews and client advisory

50 cr+

ASSETS UNDER ADVICE

50 cr+

ASSETS UNDER ADVICE

70 +

HNI RELATIONSHIPS

10 +

Investment Advisers Team

50 Cr+

ASSETS UNDER ADVICE

70 +

HNI RELATIONSHIPS

10 +

Investment Advisers Team

Grow Wealth with Confidence

Strategic financial planning to
Turn your goals into reality

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Meet Our Team

Meet our team
of experts

We welcome and celebrate different perspectives to help our firm, our clients and our people.
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MEDIA RECOGNITION

Recognised By Leading Media Platforms

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Testimonial

Our customer reviews

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Adinath Kar

Individual Investor

Northwealth helped me understand my investment options and build a portfolio aligned with my financial goals. Their personalized approach made investing much simpler and more structured.

Arindam Bhanja

Working Professional

What I appreciate most about Northwealth is their transparency and attention to detail. Their team explains every recommendation clearly, helping me make informed financial decisions with confidence.

Dipak Kumar Bhattacharyya

Long-Term Investor

Northwealth takes the time to understand my long-term objectives rather than suggesting one-size-fits-all solutions. Their disciplined approach has brought greater clarity to my financial planning.

About Us

Your Wealth Deserves a Second Opinion. Take a closer look at your existing investments with personalized advice focused on your portfolio, risk profile and financial goals.

Our Address

Nanaksar Tower, 137/1, B.T. Road, Dunlop, Baranagar, Kolkata, West Bengal, 700108

Contact Us
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Legal/Regulatory
Disclaimer:
  1. Invesmate Insights Private Limited (the “Investment Adviser”) is registered with SEBI as Non- Individual Investment Adviser vide Registration number INA000021544 on 12th December, 2025, pursuant to which it provides Investment Advisory services to its clients. 
  2. Investment in securities market is subject to market risks. Read all the related documents carefully before investing.
  3. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to investors.
SEBI Registered Research Analyst Details:

SEBI Registration No. : INA000021544 | BSE Enlistment No.: 2395

Type of Registration: Non-Individual | Validity: December 12, 2025 – Perpetual 

Principal Officer: Mr. Subham Chakraborty,
Email: subham@insights.market  Contact: +91 9230972751

Compliance & Grievance Officer: Mr. Santanu Saha
Email: santanusaha@insights.market
Contact: +91 9230975228

 

SEBI Eastern Regional Office:

L&T Chambers, 3rd Floor, 16 Camac Street, Kolkata – 700017 

Phone: +91-33-23023000 / 22872435

SEBI Headquarters:

SEBI Bhavan BKC, Plot No.C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400051, Maharashtra, India 

Phone: +91-22-26449000 / 40459000

SEBI SCORES: https://scores.sebi.gov.in/ 
SMARTODR: https://smartodr.in/login 

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