Leadership

Leadership

Totally committed to your success

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. RIA is a Certified Financial Planner (CFP), Financial Risk Manager (FRM) and Chartered Wealth Manager (CWM), has earned an Executive Management programme from Indian Institute of Management, Lucknow and has Diploma in Strategic Finance and Control.

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