A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led financial solutions- creating a bespoke economic plan for you and your family.
With a vision to manage generational wealth for each of our clients, we give timely and needful wealth management advice that looks into wealth protection, family succession planning, and asset transfer.
In the simplest of forms, the ‘We’ in WeDiligent stands for
OUR CLIENTS + US. It is with this very notion that we curate holistic financial strategies for all our clients, working with the utmost consistency and keeping ourselves constantly updated with the latest know-how of the financial world.
At WeDiligent, we are a dynamic team of 5, geared towards defined investment solutions that generate a rewarding Financial Strategy. Onboard our diligent team are Chartered Accountants, professionals handling the Derivatives Desk, a Real estate consultant, and a senior advisor, fellow Company Secretary & Graduate in Law- whose experience ranges across MNC banks like Deutsche Bank, HSBC, Standard Chartered Bank, EFG (Swiss Bank) as well as Anand Rathi Wealth.
Our Founder, Mr. Amol Mane, is a financial strategist who has had the opportunity of handling major HNI as well as every individual client whilst specializing in investment avenues, with assets like equity and debt, insurance, and rendering sustained advisory services for securing high ROI.
The list of services we diligently offer include:
Wealth Creation: Fruitful Financial investments and Tax planning
Wealth Preservation: Private Family Trust creation, Estate Planning/ Will creation, and Succession planning
Risk Mitigation: Term Insurance and General Insurance
Staying in Tandem with your financial needs, we add value with the means of:
1. Efficient tax management solutions to minimize tax
2. Real estate solutions
3. Existing portfolio analysis
Company Details
- Founded
- -
- Address
- Pune, Maharashtra, In
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wediligent.com
- Keywords
- Direct equity, PMS funds, Debt Mutual fund, Structure products, Equity Mutual fund, Estate Planning, Generational Wealth Management, Financial Investments, Wealth Management, Tax Planning, Risk Management, Financial Advisory, Term Insurance, General Insurance, Succession Planning, HNI Clients.
- HQ
- Pune, Maharashtra
Wediligent Financial Services Questions
Wediligent Financial Services's website is http://www.wediligent.com
Wediligent Financial Services's LinkedIn profile is https://in.linkedin.com/company/wediligent-financial-services
Wediligent Financial Services's industry is
Financial Services
Wediligent Financial Services's top competitors are
Mahesh Tech Enterprises,
Cedrus Wealth Partners,
Taxret Business Advisory Services Llp,
Open Source Circle,
Kash And Associates Llp,
Doxmot It Solutions,
Fixncode,
Shree Insurance - Financial Planners,
J. C. Bhansali & Co.,
J D Jain & Associates.
Wediligent Financial Services's categories are Financial Services
Wediligent Financial Services's founding year is 2021
