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About Us

Our advice philosophy is simple — we put YOU first

At Beeline Wealth Solutions we are a dynamic, client focused and truly independent wealth management practice which provides financial solutions to the individual and corporate market.

Our aim is to deliver a first class client service experience by creating a culture of trust, honesty and integrity in all our dealings.

Beeline Consultancy Resolutions a company based at 222-A, Second Floor, Global Business Park, Chandigarh - Delhi Highway promoted by Priti Chadha & Meenakshi, who are an eminent professional having extensive experience knowledge in the field of Asset Reconstruction, realization of Bad Debts, NPA Management, Corporate and Banking Disputes, Arbitrations and Settlements.
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Catching funds in action

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Across funds, portfolios tell you a lot about sectors and companies

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Equity gains will be impacted after the entry of LTCG tax in Budget 2018-19. We address your concerns in the March issue of MFI to help you take well informed decisions

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The mind and you

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Understanding psychological principles of personality helps you better coordinate with your mind and hence achieve better outcomes

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Dhirendra Kumar tells whether you should increase your SIP amount or start a new one

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The diamond myth

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The idea that diamonds are rare and valuable and can serve as an investment is a recent invention

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This article will tell you why you should avoid ULIPs & endowment policies and what should you opt for instead

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The end of advice?

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The mutual fund business has a two prong approach-advice and distribution. SEBI has mandated the disassociation of the two services. We are yet to see how it pans out

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Market kya lagta hai?

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Worrying about where the broader markets are headed is futile in the short-term. Long term horizons can only provide superior yields

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The real value of SIPs lies in its tendency to encourage investors to continue investing through thick and thin and thereby, generate better returns from equity

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Mark Mobius, Executive Chairman, Templeton Emerging Markets Group, Franklin Templeton Investments is bullish on the consumption theme in India

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Hemant Contractor, Chairman, PFRDA is of the opinion that due to the LTCG tax, the attractiveness of NPS Tier-II account will be impacted

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Dhirendra Kumar tells how expenses of a mutual fund are charged

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Life's good

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While skeptics are busy predicting gloom and doom, here are a list of positive developments of 2017. Read on to find out

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Instead of an NFO, choose to invest in equity funds that have a long history and proven track record

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The Bitcoin bubble is deflating, but there's no shortage of those who are determined to keep the faith and keep pouring money into it

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Manish Sonthalia, CIO, and Director and Head Equities, PMS, Motilal Oswal AMC says, I look out for structural businesses as opposed to cyclicals and global cyclicals

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Eye on the target

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Principal Emerging Bluechip Fund specifically scouts for stocks under owned by institutions

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Have a chunk of money to invest' You should SIP it, but for how long a period'

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SBI Magnum Midcap Fund has suffered a few hiccups in the past one year as it has had trouble outpacing the benchmark and the category

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Kenneth Andrade, Founder and CIO, Old Bridge Capital prefers cyclicals and is not concerned about market caps while picking stocks

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Beeline Wealth

We find the optimum investment strategy by understanding our clients’ investment expectations and objectives.

We offer specific services to assist with the delivery of holistic solutions, to complement our investment expertise.

At Beeline, our quantitative and qualitative research on a wide number of investment managers gives us a thorough appreciation of the level of expertise within the industry. We can identify investment managers with credible expertise in certain mandate spaces. By monitoring thousands of live investment portfolios, we acquire an intimate understanding of the investment managers who demonstrate above-average risk-adjusted performance.

Our wide-ranging clients have unique investment requirements, which is why we ensure our investment solutions are appropriate and tailored to meet individual needs. We find the optimum investment strategy by understanding their investment expectations and monitoring a wide universe of investment managers to identify those who have robust strategic and operational controls and have demonstrated an ability to perform.

We take a disciplined and robust approach to identify, select and regularly assess the suitability of investment managers.

What We Can Do For You

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Wealth Management

The cornerstone of our service includes prudent and professional investment management

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Consultancy Resolution

We offer specific services to assist with the delivery of holistic solutions, to complement our investment expertise.

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Assets

At Beeline Consultancy, we act as DSAs to various banks for home loans, Loans against Properties and Car Loans and arrange funds to our NPA clients.

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Insurance

Health insurance, General insurance and some other types of insurance are available.

How to Get Started?

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Get In Touch

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Initial Meeting

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If you Decide to Proceed...

  • Wealth Management

  • consultancy

  • Assets

  • Insurance