Abnay WealthWise Information

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Abnay WealthWise is an integrated investment, insurance and wealth management boutique firm. Our clients benefit from a strategically diversified, research-based portfolio of Equities, Mutual Funds, NCDs, Bonds & Insurance Services. Being a boutique wealth management firm, we have the rare edge of offering both, advisory as well as product distribution services, thereby meeting all your wealth planning needs under one roof. Advantages of collaborating with Abnay WealthWise include: • Ease & convenience of holistic solutions • Client-focused, merit-based approach • Transparency in the selection of investment avenues • Accredited by regulated authorities (SEBI / IRDAI / AMFI) • Prompt services, attention & support

Website	http://www.abnay.com
Revenue	$1.4 million
Employees	3 (3 on RocketReach)
Founded	2004
Address	203, Wing A, Shivalik Corporate Park, 132 Ft. Ring Road, Satellite, Ahmedabad, Gujarat 380015, IN
Phone	+91 79 2692 9056
Technologies	JavaScript , HTML , Twitter +7 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Wealth Management, Wealth Planning, Investment Management, Portfolio Management, Asset Management, Investment Advisory, Financial Advisory, Investment Strategies, Financial Planning, Financial Services, Diversified Portfolio, Insurance Services, Risk Management, Mutual Funds, Retirement Planning, Equities, Bonds, Estate Planning, Boutique Firm
Competitors	Wealthfront, Betterment, Personal Capital, Vanguard, Fidelity Investments, Schwab Advisor Services, Merrill Edge, Robinhood, Acorns, ETRADE Bank c/o ETRADE Financial, LLC +41 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 523 Companies