Wealth Solutions with Citrine  Wealth, Funds & Investments.

At Citrine Investments, we help you grow, protect, and diversify your wealth. With expert fundraising and exclusive investment opportunities, we empower your financial success.

  • 24/7 Supports
  • Free investment updates
  • CITRINE Commitment

p | We believe in going above and beyond to exceed.

Wealth Solutions with Citrine Investments Know more
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Investment with Citrine Investments Know more
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Trusted by Customers Assets

1000

cr+

Assets under management

Growing Wealth, Securing Futures – Strategic Investments, Trusted Partnerships..

At Citrine Investments, we provide tailored wealth solutions for individuals and businesses. With a client-first approach, we focus on growing, protecting, and managing your wealth to achieve your financial goals.

Empowering Financial Growth

We strive to deliver strategic wealth solutions, fundraising expertise, and exclusive investment opportunities, helping clients achieve long-term financial success.

  • Tailored wealth management to protect and grow assets
  • Expert fundraising support for businesses at every stage
  • Exclusive private investment opportunities for portfolio diversification
  • A client-centric approach built on trust, transparency, and expertise
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Building Lasting Financial Success

Our goal is to create sustainable wealth solutions, enabling individuals and businesses to thrive in an evolving financial landscape.

  • Maximize growth through strategic investments and planning
  • Facilitate seamless fundraising for business expansion
  • Provide exclusive investment opportunities beyond traditional markets
  • Foster long-term partnerships based on trust and transparency
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Our Comprehensive Services

Wealth Management

Personalized strategies to grow, protect, and preserve your wealth. Our expert planning ensures long-term financial stability.

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Investment Planning

Diversified investment solutions tailored to your risk profile. We help maximize returns while minimizing risks.

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Fundraising Solutions

Expert guidance in raising capital through equity and debt. We support businesses with Pre-IPO funding and corporate financing.

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Private Investment Opportunities

Exclusive access to high-growth ventures, startups, and private markets. We help you diversify beyond traditional investments.

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Tax & Retirement Planning

Our consultants become your trusted advisors on the path to success.

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NRI Desk & Gift City

For NRIs, GIFT City presents a promising landscape for investment, combining regulatory advantages, infrastructure, and strategic location.

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Exploring Essential Platform Feature

Stay in control with real-time portfolio reviews, health metrics, and continuous performance scans to ensure your clients' goals stay on track.

100% cloud-based platform with instant access to reports, secure SSL-certified transactions, and 2-factor authentication for complete financial safety.

From tax planning, insurance solutions to estate planning and IPO investments — access an integrated suite of financial services through trusted experts.

Advanced in-house analytics trigger red flags and suggest timely reallocations, safeguarding investments and client progress without delays.

Seamlessly integrate with NSE, BSE, and popular platforms for quick, transparent, and fully digital transactions — anytime, anywhere.
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