Who Are We?
ADS Fiduciary Wealth is an AMFI registered Mutual Fund Distribution firm established in 2024 with the intention of Distribute Right Investment products to Right customers and handhold them for achieving their financial goals and assist them for all financial and taxation needs.
The firm is led by Sarun S S, who brings over 16 Years of industry experience. As a trusted Mutual Fund distribution partner, Our objective is to simplify complex investment options and introduce personalized, goal-based investing tailored to each client's unique needs and risk appetite. In order to do that, We offer comprehensive financial education and empower clients to make wise investment decisions without being swayed by emotions or market noise. We manage the investment behavior gap by guiding clients to stay focused on long-term financial goals.
Core services of Cedar Wealth include:
We create customized financial roadmaps to chart out client's paths to financial success. This includes goal setting, asset allocation, portfolio rebalancing, retirement planning, children's education planning, tax management and estate planning.
We offer access to a wide range of investment products including mutual funds, bonds, insurance, alternatives, structured products, PMS and AIFs. Our rigorous due diligence helps select optimal products aligned to client goals.
We continually guide clients on financial planning and investments through regular reviews. This helps detect early warning signs and keeps clients on track to achieve their financial life goals
We prioritize ethical values and transparency at all times.
As a client-centric firm, Our goal is to simplify complex investment decisions and empower clients to make smart choices that help them ultimately achieve financial independence.
About Sarun S S
Our Founder and Director Mr. Sarun S S, is an experienced financial services professional, bringing over 16 years of expertise across Banking,Mutual Fund, Insurance and Wealth Management. He was associated with esteemed organizations like,SBI Wealth, Axis Bank, LIC Nomura Mutual Fund and Reliance Life Insurance before setting up ADS Fiduciary Wealth. With his domain Knowledge, He is committed to helping clients secure their financial futures through prudent investments and long-term planning.
We take a goals-based investing approach tailored to each client's specific needs and risk appetite. Our process focuses on understanding the client's life objectives, current financial situation, and time horizon before making suitable recommendations. We also emphasize ongoing client education to make informed decisions aligned to financial goals.
Under his leadership,ADS Fiduciary Wealth aspires to be a leading mutual fund distribution house known for client-centric solutions delivered with the highest ethical standards and transparency. He assists individual clients on financial planning and investments to help them achieve financial success one goal at a time.
With his expertise and ethical values, We aim to establish ADS Fiduciary Wealth as a trusted partner for clients navigating all their wealth management and investments needs
