As the founder of Anviksha Wealth Management, I provide professional and customized services in the area of financial planning and investment management for clients with diverse needs and goals. I have over 16 years of experience in the capital markets industry, and I hold two certifications in financial goal planning and practising goal planner from reputable institutions.My company offers a range of solutions, such as mutual funds, equities, derivatives, fixed income products, life/general insurance, and commodities, based on rigorous analysis and evaluation of various parameters. I have built an excellent quality client base with in-house capability and a team approach that delivers ethical and professional advice. My mission is to help clients achieve financial security and growth through portfolio diversification and risk management.
Anviksha Wealth Management.
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FounderAnviksha Wealth Management. Feb 2007 - PresentKalyan Area, Indiaover a period of time with an excellent quality client base with in-house capability of analysing various products on various parameters before suggesting them to clients.The team approach worked wonders and in the short span of over one decade, Shree Consultancy Services the expanded its horizon by offering specialized services in the areas of Personal Investment Planning through • Mutual Funds, • Equities,• Derivatives,• Third Party Products,• Fixed income Products,• Life/General Insurance,• Commodities through various business vertical.Anviksha Strategic Wealth Management is Incorporated in 7th June 2017 with a clear vision of providing professional services in the area of Financial Advisory,personal investments, it has created a niche segment
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FranchiseeReliance Securities Ltd Feb 2006 - PresentKalyan Area, India
Ashish Wani Skills
Frequently Asked Questions about Ashish Wani
What company does Ashish Wani work for?
Ashish Wani works for Anviksha Wealth Management.
What is Ashish Wani's role at the current company?
Ashish Wani's current role is Founder @ Anviksha Wealth Management | Goal Planning, Portfolio Management.
What schools did Ashish Wani attend?
Ashish Wani attended Ganesh Vidya Mandir, Niit Pune.
What skills is Ashish Wani known for?
Ashish Wani has skills like Associate Financial Planner, Business Associate With Prudent Cas Ltd, Franchisee Of R R Finance, Mutual Funds, Team Management, Equities, Portfolio Management, Investments, Crm, Capital Markets.
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