ABOUT US
At Wealth Achievers we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and helping clients to move towards financial independence. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.
OUR SERVICES
CLIENT TESTIMONIALS
| I have never had an experience in the past regarding financial planning. Wealth Achievers made me aware of all the options of investments and helped me take informed decisions. Their knowledge and a genuine interest in achieving the best for their clients is what makes them a truly professional Financial Advisor. I have full confidence on Wealth Achievers, your timely updates make me financially secured. |
Bhawana Amol Palaskar
Godrej & Boyce Mfg. Co. Ltd. - Associate Manager
Financial stress is one of the most common types of stress in people’s lives and it can be damaging to our overall wellbeing. On the fundamental of trust, Wealth Achievers is supporting me to determine my long & short-term financial goals and create balanced plan to meet those goals and to live my present life to the fullest!
Rupesh Tambe
Abbott - Manager Global Procurement
When it comes to financial advisors there are loads of options that talk a good game, but Wealth Achievers helped me to make a balanced investment. They have been engaging with the customers, directing and supporting their financial requirements and bringing our financial investment great results.
Anish Pillai
BlackRock - Vice President
In investing into SIP through Wealth Achievers, I appreciate the fact that they are very educated they guide you properly. They are able to provide accurate, detailed information. Working with Wealth Achievers has been like working with an extension of our family. SIP was just a term for me, now I have realized its importance and benefits in the long run because of proper guidance from Wealth Achievers team.
Harish Sharma
Reliance Jio - DGM Operations
Honestly speaking I was never comfortable to invest in mutual funds before I met you. Your team is very professional with up to date knowledge about fund market. Thank you for boosting my confidence to invest in mutual funds. All the services offered by you are really commendable. I wish good luck to the entire team!
Sujit Manjrekar
ATOS -Technical Lead
I am an IT professional since last 14 years, but have started with my SIP investment recently. I was really impressed with the way Wealth Achievers explained me the benefits of investing into Mutual Funds through SIP than keeping money idle in the bank.
Rohan Surve
Travelex - GSD Manager
If you are looking for an Advisor with a tag line " Not to worry" then it should be Wealth Achievers. Right from opening the Accounts, picking the SIPs, statements, follow ups, closure, promptness in everything they do.
Satish Amin
Zarouni group - UAE
We are very much delighted to put on record our sincere thanks to Wealth Achievers for the sound financial advice and for having taken care of our investment needs. From time to time, they have helped us in investing in selected safe and lucrative MFs available in the financial market.
| The approach of the partners has been very friendly as well as truly professional. All the queries (pre as well as post investment) are promptly and satisfactorily addressed by them, as they have in-depth knowledge of the MFs & market conditions. Depending on the requirement of the clients, they suggest suitable MF investment options. They arrange for free seminars/ workshops periodically for the benefit of their clients/ interested people, suggesting the future line of action, sensing the market conditions pro-actively. Regular e-mail is received giving the latest position of our portfolio at the end of every month. Based on our excellent experience about their dealings, we have suggested our many friends and relatives to avail their services, for a tension free investment with handsome returns, free advice and personalized services. We wish Wealth Achievers, all the very best for their bright future and business growth. We look forward to many more years of association with Wealth Achievers. | |
Vinayak & Deepa Upadhye
DNS Bank
Wealth Achievers has been my financial advisor for more than 18 months. Their strength has been suggesting a Systematic Investment Plan (SIP) to their clients with an appropriate mix asset class to maximize the risk adjusted returns for its clients. Thanks for all the help.
Surjeet Wagh
IL & FS - Senior Manager
KNOWLEDGE AND LEARNING
Educational Video
Educational Video
Fundzbazar Registration
