- +91 9825135768
+91 6352220425 -
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We are a Father-Daughter run company with a team of professionals helping us. Mr. Hitesh Vasani has an experience of over 2 decades in the finance industry. He is a Certified Financial Planner (CFP) and a Qualified Personal Financial Finance Professional (QPFP), along with being an AMFI – Registered Mutual Fund Distributor.
Ms. Rajvi Vasani is a young and budding engineer turned Financial Advisor who joined her father to help grow this company. She is a Chartered Wealth Manager (CWM) and a Qualified Personal Finance Professional (QPFP), along with being an AMFI – Registered Mutual Fund Distributor.
We believe in providing solutions and being a fiduciary partner with you rather than performing the role of a broker. We aim to offer personalized solutions and also give you the convenience of online transactions through our technology partners.
We cater to all your financial services needs like Need Based Financial Planning, Mutual Funds, Fixed Deposits, Portfolio Management Services (PMS), Life Insurance, Health Insurance, P2P Lending, etc. We are registered with regulatory bodies like AMFI and IRDA, we provide ethical and quality services to our clients. We treat our clients as our family and help them in their journey to achieve financial freedom. Hence, our tagline is “Your journey towards Financial Freedom”.
We Advise, Guide and Help our clients to arrive at the best possible investment options suitable for them. In today’s world, where it has become a harmonious job for a client to understand, select and execute investments, we handhold and guide them throughout the process of Investments to achieve their Financial Goals. Our experience and specialized knowledge will be at your side to guide you with financial planning — from building your wealth to making timely investments that can fund your children’s education and living the good life into retirement.
Our aim is to help you realize your financial goals by understanding your unique needs, identifying and educating you on all the options available so you can make fully informed decisions.
"We are on a Mission to Educate, Inspire People about Financial Literacy & Empower Them to Live a Financially Confident and Stress Free Life"
To create a company that serves more than 1000 families to create a stress-free and financially-free life, in terms of Personal Finance, by 2040.
To spread awareness about the importance of financial plan and urge them in the direction of financial planning for a better financial future.
Accountable Clients
We are accountable to our clients – we say what we do and do what we say.
Trustable Firm
We built our firm on integrity and trust because doing what is right for you is better for our practice in the long run.
Very Helpful
We help you reach your goals with tailored solutions that meet your needs.
Professional
I am anAMFI and IRDA Registered Investment Advisor, CFP Professional and a QPFP with a fiduciary duty to your interests.
+91 9825135768
+91 6352220425
WiseMonk Investment © 2022|
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-000 | Date of initial registration – 00 APR 0000 | Current validity of ARN – 00 APR 0000
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