Wealth Achievers
Financial Services
In
5 employees
- Employees
- 5
- Contacts
- 1
- Emails
- 1
Wealth Achievers Overview
- Headquarters
- In
- Website
- www.wealthachievers.in
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2014
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Mugdha Karmakar | Managing Partner at Wealth Achievers | Thane, Maharashtra, India |
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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" | Mumbai, Maharashtra, India |
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|
| Lily Karande | Managing Partner at Wealth Achievers | Mumbai Metropolitan Region, India |
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| Suyog Kale | Investment Advisory - Goal Planning - Mutual Funds - Insurance - Portfolio Management - Wealth Management | Thane, Maharashtra, India |
Email
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Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
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