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EPM Wealth
EPM Wealth

Connect with our core

EPM Wealth, your very own wealth management company began its journey in 2016 providing tailor-made strategies for individuals and corporates, making challenging decisions effortless. Every individual needs the understanding of instruments to channel their wealth and we at EPM wealth help you do so. Even with the progression of technology in recent times, our philosophy of personal connection remains intact.

Are you ready to take control of your ‘Financial Future’?

Powered by passion driven by team work

  • Dileep hari

    Dileep hari

    Managing Director

    Years In Industry
    30+
    Years in WM
    23+
    Creativity
    20
    Tea Making Skills
    50
    Trainings Given
    100+
    Industry Knowledge
    100
  • Cfp Tanish gupta

    CFP Tanish gupta

    Additional Director

    Years In Industry
    7+
    Years in WM
    7+
    Creativity
    70
    Tea Making Skills
    80
    Trainings Given
    150+
    Industry Knowledge
    75
  • Ca yogesh garg

    CA Yogesh Garg

    Equity Strategic Analyst

    Years In Industry
    30+
    Years in WM
    25+
    Creativity
    20
    Tea Making Skills
    0
    Trainings Given
    10+
    Industry Knowledge
    100
  • Rajesh Jain

    Rajesh Jain

    Marketing Head

    Years In Industry
    30+
    Years in WM
    7+
    Creativity
    90
    Tea Making Skills
    20
    Trainings Given
    25+
    Industry Knowledge
    75
  • CA Ajay Jain

    CA Ajay Jain

    Equity Strategic Analyst

    Years In Industry
    25+
    Years in WM
    25+
    Creativity
    20
    Tea Making Skills
    20
    Trainings Given
    100+
    Industry Knowledge
    100

Advisory Council

  • Ca Ashok Garg

    Ca Ashok Garg

  • Dr(Capt) Sanjay Chandna

    Dr(Capt) Sanjay Chandna

  • CA Puneet kumar bansal

    CA Puneet kumar bansal

  • Ca Himanshu Agarwal

    Ca Himanshu Agarwal

Mission

Make every Indian Financially Literate.

Vision

To lead the Wealth Management Industry through our customer centric approach.