Our Approach
Gather All Data
Organize Total Records
Learning You From Your Portfolio
Demonstrate Your Past Investments & Future Scope
What We Do

Life & Health Insurance

Mutual Funds

Fixed Deposit

Equity

Commodity

Real Estate

PMS & AIF

HNI Wealth Management Solutions
Who We Are?
ISOLN WEALTH is an emerging Investment Data Management & Wealth management company managing assets for its corporate and private clients worldwide.
ISOLN WEALTH differentiation is derived from a transparent, timely & technology-enabled services delivered by some of the leading talented professionals in the country. ISOLN WEALTH professionals are grouped by focus and our clients are able to deal with our professionals who speak their language. Our internal information technology and knowledge management systems enable the delivery of informed and effective services to clients.
Testimonials from our proud clients
EXCELLENT Based on 17 reviews Posted on pera anandTrustindex verifies that the original source of the review is Google. Ms. Nirali & ISOLN Wealth has expertise in financial planning and investment strategies is outstanding, and they always take the time to explain things clearly and thoroughly. I appreciate her personalized approach and how they listen to my goals and concerns. Thanks for their guidance, my investments have grown steadily, and I feel confident about my financial future. I highly recommend their services to anyone looking for a knowledgeable, trustworthy, and responsive investment advisorPosted on Rajan SarmaTrustindex verifies that the original source of the review is Google. We’re happy to have found a dependable team at I Solutions to help us manage our retirement funds. Their ongoing guidance and thoughtful advice make us feel truly supported.Posted on Amit DevaniTrustindex verifies that the original source of the review is Google. Best advice given here by them more time given in investment the more rewards you can earn .. I highly recommend them !!Posted on makarand sardesaiTrustindex verifies that the original source of the review is Google. As a family including my parents, in-laws children and even some relatives have put their faith in i solutions and this faith has never failed us. Personal attention and tailor fitting to understand the client's needs as per age, risk taking ability and needs is their USP in making investments. Wishing them more success with every passing yearPosted on Anisha BadaniTrustindex verifies that the original source of the review is Google. The wealth management portfolio started with my Retired parents …given good advice by Lokesh and Bhavin almost a decade back ..now half my family is trusting them…that says it all!Posted on pankti toliaTrustindex verifies that the original source of the review is Google. Nirali has been a game-changer for our family's financial well-being. With her guidance, we've been able to streamline our finances, make informed investment decisions, and achieve our long-term goals. Her professionalism, expertise, and personalized approach have made a significant impact on our financial stability.Posted on jinankoor fundeTrustindex verifies that the original source of the review is Google. Poonam from I-solutions has been very helpful for my families financial health. She took time to thoroughly understand our goals, risk tolerance, and long-term plans before crafting a customized strategy. Her expertise helped us restructure and streamline our portfolio and improve overall performance and tax efficiency.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
Sachin Kothari
Thank you for your excellent service. My investment basket in growing with the help of I SOLN. I would recommend Their services to my family and friends have amazing. Their communication and reporting tools are very professional and helpful in every way.
Kazi Nisar
Let me take this opportunity to appreciate your long years of services. Through the years, you have consistently shown and given your best at all times .we truly appreciate the years and long services you committed with us .your dedication and loyalty will be forever cherished. More blessings to you as continue giving high quality services in industry. Congratulation on completion of your 10 years in this service. Let’s celebrated and cheers!
Dr. Pradeep Pendse
Congratulations to Bhavin & Lokesh and the ISOLN team on completing 10 eventful years –I have seen them grow from early days –the unique combination of formal BFSI background and professional aporoach which Lokesh bring coupled with Bhavin’s entrepreneurial ; intuitive and relationship based approach backed by an efficient back office has lead to the success of I SOLN –they have also been endearing –one other facet about them has been that they have always kept the clients interest at the forefront. They also have this openness to new ideas and new ways of doing business –the effort to build a fintech platform is one of the best examples of this –my meetings with them are usually 20% work related and 80% on varied topics –I am sure this openness and innovativeness will help them stay relevant –I am happy that they have reached the 10 year milestone and wish them a lifetime of success and prosperity to themselves and to everyone associated with ISOLN.
Gaurav Aggarwal
After working closely for more than 10 years, we would like you to know that we appreciate and value your loyal assistance. We have watched you grow to a thriving business and sincerely appreciate your responsiveness and the way you conduct business. We look forward to many more years of mutually beneficial association wand wish your company the success that it deserves.
Sujata Achrekar
I met Lokesh before I SOLN was born. Due to busy work schedules, investing and execution was a problem. I used to make very few investments. But I was reluctant to rely on any one, especially as I would do only long term investments. Sometimes I could not express my concerns to them about the investment… Lokesh came to me, talked to me initially just to understand how I look at my investments and what have been my expectations and why… Then he discussed and prepared me for charting my goals over next 20-25 years. And then the strategies and investment plans were drawn… Discussed, modified … And then the execution … This was very important for me, as it was my ‘Peace Plan’, my Insurance… He became my friend in need … So when Lokesh and Bhavin started I SOLN, I was there. The team has worked for my investments, have probably tolerated my non-responsiveness on busy work days…Weeks… months… But persuasively got through me. Helped me complete my investments as per plan… Responded with MIS on my investments, Tax computations of investment gains and many tasks along the investments. My investment plans as drawn and executed by Lokesh, Bhavin and their team helped me meet my objectives. Realise my Peace Plan irrespective of the turmoils in the stock market. All this is because they understand their client, their needs, objectives… Are skilled in guiding the client with appropriate path for long and short term… strike a balance between two. They work with clients not for investments… but for the client’s objectives.. Walk with the client the entire path… from timing the investments, maintaining, monitoring, modifying as per the objective only when required, exiting when appropriate. Relentlessly work for that. Their success story is their clients who do not / would not move out… Have happily relied on them and are still happy about it.
Unni Krishnan VS
More successful years ahead …..let it move to a 1Billion dollar business within next 10 years. Happy to know your company is stepping the 1st milestone, a decade in the business. It reflects the customer acceptance on the individuals and the company. I am confident with prudent steps toward wealth management and the trust customer will have, this company should be able to grow much further and reach more milestones keepings values and financial disciplines to the utmost value.
Sarfaraz Shaikh
We collaborated with I SOLN in their beginning years. And it’s been a wonderful journey of trust and friendship .They have been very supportable, which not only helped us , in some of our urgent needs ,but also made us invest in some schemes ,to secure our future and children’s ,so keep up your hard work ,to make money for us and yourself !!
Shamshad Khan
Lokesh and Bhavin,
Thank you for partnering with me and my family for 10 long years. You have been there for me even at time when communicating from USA had its own challenges. Your services and my well being is much appreciated .Wishing you two more success to come your way!!
Karishma Gajra
Wishing the I SOLN team all the best for the future years to come .They have given excellent services as and when needed.
Ketan Kothari
The best thing about ISOLN is the fact that they take care of you completely. They treat you like your family, take care of the services at right time and give end –to-end services.








