WEALTHNESS , your wealth wisher

With almost 25 years of experience in financial services, the partners incorporated ‘Wealthness , your wealth wisher, in 2015 with a motto to be a reason to make investors wealth conscious. We observed that investors have wrong concepts & myths about investment planning & many are wrongly invested & are misguided as long as investments or financial planning is concerned. All goals in life, if mapped properly and well in advance can be achieved successfully. We are a team of certified Wealth Manager, Mutual Fund and Tax Consultants recognized by AMFI (Association of Mutual Funds of India). We offer comprehensive financial advisory services in various fields – such as Cash Flow Management, Children Education Planning, Retirement Planning, Investment Planning, Financial Risk Management, Insurance Planning, Tax Planning, Estate Planning with our highly qualified and experienced team of financial advisors and our consultants.

Being veterans in this industry, Wealthness lays emphasis on creating viable solutions in Investment advisory segment with a fiduciary & holistic approach. We try not to fly with the conventional wisdom of the industry, instead rely on a focused approach firmly rooted in our intrinsic research and customised solutions. At Wealthness we are committed to maintain the highest standards of integrity and professionalism with our clients.
Mutual Fund Distributor registered with AMFI.

Our Vision

To be the most trusted Investment Advisor offering ‘One Stop Solution’ to make all our clients wealthy

Our Mission

Our mission is to make high quality financial advice to all. We are committed to personalized, unbiased, fiduciary consultancy. We consider ‘spreading financial literacy’ is our social responsibility. We recommend those financial products, which are well researched by our experts and best suitable to our clients’ needs.

Why we?

We advise you an ‘INVESTMENT MIX’ that is the best & customised only for you irrespective any brand or any scheme. The advisory is totally from you point of view.

“Myself with wife, mother (90yrs)& my early investor daughter (18yrs) are invested with Wealthness. As per our risk appetite they suggested us combination of investment options.”

– Ar. Vijay Falnikar
We have consultants having almost 25+ years rich experience in financial services, AMFI certified distributors & Team-mates with SEBI RIA -Investment advisor’s certification.

“Their expertise in the field & perfect knowledge of all the options allowed us to make the right decision. They gave us the perfect solution which was very unique , customised & perfectly met our expectations . ”

- Rahul Pachigar, SidhhiDaimonds
We believe educating clients & in sharing relevant information with them.

“We are very happy with there services. Their app and reports gives us up to date details of our investment, and periodic review gives us an assurity that someone is there to care for our investment portfolio.”

- Biplove Sharma, Krisnela
We share real time performance of portfolio through mobile app & also monthly reports get auto generated from system & sent to clients. Our consultancy sessions happen online too ensuring total secrecy & security.

“Wealthness maintains total transparency with us through their mobile application, monthly report on E-mail.”

– Nivedita Yadav, Web designer
We believe in regular hand holding of our clients so we do regular portfolio review to check if its performing as expected or if your goals have changed.

“Wealthness has made my money work harder for me. Prompt, personalised service and sound advice is what I appreciate the most. Wealth multiplying options of Wealthness are well researched, and I am confident in creating wealth.”

- Sushil Dhanuka, Elite Buisnessman

Our Philosophy

The initiative started with philosophy wealth simply accumulates when you save, but grows when you get savvy! Most of us don’t understand difference between saving and investment. Most of us are

Team behind the success

We are a team of certified Wealth Manager, Mutual Fund and Insurance Consultants recognized by AMFI (Association of Mutual Funds of India). We offer comprehensive financial advisory services in various fields – such as Cash Flow Management, Children Education Planning, Retirement Planning, Investment Planning, Financial Risk Management, Insurance Planning, Tax Planning, Estate Planning with our highly qualified and

Sailee Velankar

Sr. Business Partner

Sr. Business Partner of Wealthness . Worked with CNBC before so has exposure to markets. Her research & analysis skills with expertise and knowledge of market, benefits clients’ portfolio management. She leads the team of AMFI (Association of Mutual funds of India) certified financial advisors. AMFI certified mutual fund distributor Sailee, has also done RIA ( Registered Investemnt Advisor) certification.

Sandesh Dhanawade

Relationship Manager

AMFI certified Sandesh has rich experience of implementation of plans. He has also been taking care of networking & coordination amongst investment sources & clients.

Prasad Velankar

Consultant

is a consultant to the company. A successful Practicing Chartered Accountant holding the 31strank across India, is an asset to company. He has 23 years of experience in core Financial Services with a certification in “Wealth Management & financial Planning Course ”from Institute of Chartered Accountants of India.