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Well Spring GCC

Tery Global Investments

Your Trusted Partner in Wealth Creation & Financial Freedom

INTRODUCTION

Tery Global Investments is an official channel partner of Prudent Corporate Advisory Services Limited, one of India’s largest mutual fund distributors. We specialize in comprehensive wealth solutions designed to help individuals achieve long-term financial security. Our expertise spans across

  • Systematic Investment Plan (SIP) – Structured, disciplined investing for wealth accumulation.
  • Lumpsum Investments – Capital appreciation through one-time investments.
  • Systematic Withdrawal Plan (SWP) – Consistent cash flow for financial independence.
  • Systematic Transfer Plan (STP) – Smart fund allocation for optimized growth.
  • Risk Profiling – Tailored strategies based on individual risk tolerance.
  • Goal Planning – Personalized investment blueprints for life’s financial milestones.
  • INSTAFUNDZ – Instant liquidity solutions for seamless financial access.
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Tery Global Prudent
Investments

All our services are easily accessible through FundzBazar, an intuitive investment platform available via mobile app and web.

Our Mission & Vision

✪ At Tery Global Investments, our mission is to empower individuals by fostering investment awareness and promoting financial literacy.

✪ Beyond urban landscapes, we are dedicated to extend financial empowerment to rural communities, bridging the gap between knowledge and wealth creation.

✪ Our vision is to redefine financial success, enabling investors to prosper with confidence, security and wisdom.


Who We Are

Tery Global Investments is led by a highly experienced team of AMFI Registered Mutual Fund Distributors, with over 12+ years of expertise in financial planning and wealth management.

✪   564+ Satisfied Investors benefiting from expert financial strategies.

✪   43+ Crores Assets Under Management (AUM) demonstrating trust and excellence.

✪  Deep-Rooted Passion for Equity Markets & Smart Investment Solutions.

Our commitment to exceptional service and strategic financial planning ensures that every investor receives tailor-made investment strategies aligned with their life goals.


Investment Approach: A Systematic & Research-Driven Strategy

At Tery Global Investments, we follow a structured, research-backed and globally aligned investment methodology

Comprehensive Fact-Finding

  • ✪   Understanding financial aspirations & current standing for customized planning.

Risk Profiling & Investment Strategy

  • ✪   Aligning investment recommendations with individual risk tolerance.

Intelligent Product Selection

  • ✪   Curating high-potential mutual fund schemes that maximize wealth generation.

Asset Allocation & Diversification

  • ✪   Structuring resilient portfolios with a balance of growth, security and liquidity.

Portfolio Monitoring & Optimization

  • ✪   Continuous review & rebalancing for adapting to market trends & personal goals.

Exclusive Services & Offerings

Tery Global Investments delivers world-class financial solutions through our integrated investment platform:

FundzBazar Account Setup – Hassle-free onboarding for seamless investment execution.

Online KYC Registration – Streamlined Know Your Customer process for quick activation.

E-Mandate Generation – Automated investment mandates for effortless transactions.

Market Research & Investment Analysis – Data-driven insights for superior decision-making

Customized Scheme Selection – Personalized recommendations to maximize returns.

Portfolio Review & Optimization – Active portfolio monitoring for consistent performance.

Smart Investment Tools & Calculators

To enable informed decision-making, we provide access to powerful financial calculators:

SIP Calculator – Project future investment value based on disciplined investing.

Lumpsum Calculator – Forecast potential returns from one-time investments

SWP Calculator – Plan systematic withdrawals for financial stability.

SIP vs RD Calculator – Compare the benefits of Mutual Fund SIPs vs Recurring Deposits.

Lumpsum vs FD Calculator – Evaluate Mutual Funds vs Fixed Deposits for optimal returns.

Awards & Industry Recognitions

Tery Global Investments has been recognized for its outstanding contributions to financial advisory and investment management:

Award of Excellence - Jan 2025 (For Business Development through Lumpsum).

Award of Excellence - July 2024 (For Financial Excellence & Advisory Solutions).

Award of Excellence - July 2023 (SIP Excellence) (For Driving Systematic Investment Growth).

Award of Excellence - January 2022 (For Market Leadership & Wealth Management Expertise).

These awards are a testament to our commitment, expertise and dedication to investor success.

Why Choose Tery Global Investments?

1
12+ Years of Expertise in Mutual Funds & Wealth Management
2
564+ Satisfied Investors & Growing
3
43 Crores+ Assets Under Management
4
Data-Driven, Research-Backed Investment Strategies
5
Commitment to Ethical & Transparent Financial Advisory
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Seamless Digital Investment Experience via FundzBazar
Tery Global Investments – Your Partner in Smart Wealth Creation & Financial Freedom

Disclaimer

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results. Always consult a financial expert before making investment decisions.

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At Well Spring Consulting LLC, we provide expert solutions to drive business transformation, ensure compliance and foster sustainable success.

Contact Info

Office Address

Door 222, Nara 2 Building, Dubai Investment Park 2, Dubai, UAE.