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)
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 professionals in the team ensure a consistent philosophy.
We believe our clients’ aspirations come first.
We manage large portfolios for our corporate client.
Family Officer Services includes multi-generational wealth transfer planning