Wealthmax Financials
Financial Services
In
10 employees
- Employees
- 10
- Contacts
- 1
- Emails
- 1
Wealthmax Financials Overview
- Headquarters
- In
- Website
- wealthmax.in
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2003
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealthmax Financials
At Wealthmax Financials, we are dedicated to empowering individuals to achieve their financial goals through informed investment strategies. Founded in 2003 by Amal Magazine, our firm combines deep industry expertise with a personalized approach towards financial well-being. We understand that each client’s journey is unique. That’s why we take the time to listen, assess individual circumstances and needs, and develop tailored investment solutions that align with your aspirations and risk tolerance. Our comprehensive suite of services includes portfolio management and review, retirement planning, and wealth preservation and transfer strategies, all designed to help you navigate the complexities of the financial landscape. Integrity, transparency, and a commitment to excellence are the cornerstones of our philosophy. We pride ourselves on building lasting relationships based on trust and clear communication. Our extensive experience in financial services, paired with strong execution capabilities and a robust process-oriented approach, has driven our business growth. To further our mission, we have partnered with NJ India Invest, one of India’s leading financial product distribution companies. NJ manages approximately Rs. 2,25,000 crore in assets for around 3.5 million customers nationwide. At Wealthmax Financials, your financial well-being is our priority. Together, let’s turn your dreams into reality.
Wealthmax Financials Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Wealthmax Financials Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Aseem Bhat | Sales | India |
Email
|
| Rakesh Saini | Senior Sales Executive at Wealthmax |
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|
|
| Amal Magazine | Founder, Wealthmax Financials | Faridabad, Haryana, India |
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|
| Rahul Pundir | Manager | Dehradun, Uttarakhand, India |
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|
Employees by Management Level
Individual contributor
4 profiles
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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