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Affluenz Wealth Advisors
Investing in life

Maxie Jose, CFP, FRM, CWM
Fee-Only Wealth Manager & SEBI Registered Investment Adviser
INA200001231

about us

We are here to manage your
finance with experience

Our philosophy of ‘Investing in Life‘ and our independence enhances our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business.

Independence

Results-Oriented

Client Satisfaction

Expertise

Call to ask any question +91 9495 218 492

Maxie Jose, FRM, CFP, CWM

(Fee-Only Wealth Manager & SEBI Registered Investment Adviser)

Wealth Advisor

As an Affluenz Wealth client, you work with Advisor in our firm who is totally committed to your success. We are a Registered Investment Advisory firm with considerable industry experience and qualification.

Financial Solutions

Creating sophisticated, long-term financial solutions that are highly tailored and customized to your individual needs.

Compliance and Disclosure

Registered Investment Advisory firm registered with SEBI since March 2014

Affluenz Wealth Advisors

Most prominent side is
our client centric approach

Creating sophisticated, long-term financial solutions that are highly
tailored and customized to your individual needs.

Investment Advisory

Investment professionals in the team ensure a consistent philosophy.

Financial and Retirement
Planning

We believe our clients’ aspirations come first.

Corporate Client Services

We manage large portfolios for our corporate client.

Family Office

Family Officer Services includes multi-generational wealth transfer planning

Monthly Status of Complaints

Sl.No	Received from	Pending at the end of last month	Received	Resolved	Total pending #	Pending complaints > 3months	Average resolution time^ (in days)
1	Directly from investors	Nil	Nil	Nil	Nil	Nil	Nil
2	SEBI (SCORES)	Nil	Nil	Nil	Nil	Nil	Nil
3	Other Sources (if any)	Nil	Nil	Nil	Nil	Nil	Nil
	Grand Total	Nil	Nil	Nil	Nil	Nil	Nil

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Beware of Imposters

*We do not call or solicit any business from investors. We are not present on any platform, nor do we offer any trading applications. Maxie Jose, Affluenz Wealth Advisors and its employees are not responsible for any damages arising from use of or reliance on any information from unofficial communication channels. Any first contact other than from the email address mentioned in the contact page is to be treated as fake and may be a case of impersonation.

Disclaimer

Registration granted by the Securities and Exchange Board of India (SEBI) and certification from NISM does not guarantee the performance of the intermediary or provide any assurance of returns to investors.

Affluenz Wealth AdvisorsInvesting in life

We are here to manage your finance with experience