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Affluenz Wealth Advisors
Investing in life

Maxie Jose, CFP, FRM, CWM
Fee-Only Wealth Manager & SEBI Registered Investment Adviser
INA200001231
Let’s start now

SEBI Registered Investment Adviser informational banner. Affluenz Wealth Advisors is a SEBI Registered Investment Adviser, registration number INA200001231.

SEBI regulatory compliance banner. Affluenz Wealth Advisors operates under SEBI regulations and investor protection guidelines.

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 — Leadership

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 — Our Services

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

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

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.