Wealth Achievers
Company

Wealth Achievers

Financial Services In 5 employees
Employees
5
Contacts
1
Emails
1

Wealth Achievers Overview

Headquarters
In
Industry
Financial Services
Employees
5
Founded
2014
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Wealth Achievers

Wealth Achievers is a financial planning firm, providing transparent and real life solutions to the clients. Financial planning is no more a luxury, it has become the need of the hour. Prudent allocation of hard earned money into various asset classes is very important to yield maximum returns, which in turn will help beat rising inflation. With our financial advise, we help our clients achieve their financial goals. Wealth Achievers started full fledged operations in January 2014. We provide services which include financial planning, tax planning, investment advisory, insurance advisory, real estate and portfolio re-balancing. We are also insurance & mutual fund distributors. our client base is little more than 350 and we service a current AUM of Rs.18+crores.

Wealth Achievers Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Wealth Achievers Org Chart

Sample employees and titles
Name Title Contact
Mugdha Karmakar Managing Partner at Wealth Achievers
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Amol Manjrekar "Partner at Wealth Achievers - 175+ Crore Mutual Funds Aum, 1.3 Cr+ Sip Book - Founder - Vviha Luxury - Ex Badminton Coach"
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Lily Karande Managing Partner at Wealth Achievers
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Suyog Kale Investment Advisory - Goal Planning - Mutual Funds - Insurance - Portfolio Management - Wealth Management
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Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

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