About Us

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.

Philosophy : Our philosophy of ‘Investing in Life’ reflects our client centricity and focus on life goals and highest standards of Fiduciary responsibility. Each client is unique, so is our advice and service.

Mission Statement : To provide Wealth Management advice through personalized service and expert financial counseling to High Net Worth families and Corporates.
Our client service philosophy is designed to ensure the highest levels of client satisfaction. Our mission statement reflects our belief in independence, objectivity and thoughtful counsel for the families and institutions we serve:

  • We will work to provide the highest quality and most comprehensive solutions to help our clients’ achieve their financial goals and objectives.
  • We shall remain an independent, fee-only firm
  • We will adhere to the highest ethical standards in all our endeavors.

Our dedication to providing exceptional service has resulted in enduring client relationships. We are continually working to exceed your expectations.

A true partnership does not stop at the recommendation. We work diligently with you on implementing those recommendations and regularly monitoring their performance.
Client Satisfaction
Our dedication to providing exceptional service has resulted in enduring client relationships. We are continually working to exceed your expectations
The depth of expertise is one of our competitive advantages. Our team is dedicated to client services, investment research, investment consulting & performance reporting.

Client Needs
We place client’s interest ahead of our own and seek the best investment solutions for clients based on their risk/return and liquidity profile.
We are a Registered Invest Advisor (RIA) with Securities Exchange Board of India (SEBI) and are regulated under SEBI RIA Regulation of 2013.
Conflict of Interest
We are legally bound to disclose actual or potential conflict of interest and take reasonable steps to mitigate them.

Affluenz Wealth advisors is truly a fee-only Investment Advisor—we do not sell products and we do not receive any commissions, incentives or have any revenue-sharing arrangements with third parties. Affluenz Wealth has no affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest, nor do we sell insurance or other distribution products. Because we do not receive compensation from other sources, our sole commitment is to serve each client’s best interests.We are committed to our clients we serve and take pride in the independence, objectivity and the thoughtful counsel we offer to families and institutions that trust us with their net worth. This commitment to remain independent is unwavering.