- maxiejose@affluenzwealth.com
- +91 9495218492
Services
There are many companies
but why choose us
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, access to unique opportunities and a personalized experience.
Investment philosophy is grounded on a conviction of the importance of a well-conceived Investment Policy Statement, appropriate diversification and a disciplined portfolio rebalancing program.
You could invest across asset classes covering the complete spectrum of Equities, Debt, Alternate investments, private Equity, Real estate and International Investments across geographies.
“If you fail to plan, you are planning to fail.”
We believe our clients’ aspirations come first. Our customized service motivated by a driving desire to make a difference in the lives of those we work with.
Each relationship begins with a comprehensive plan built on a thorough understanding of your goals. We and the financial plans act as a guide as you go through life’s journey. Our focus here is to optimise life goals and not to maximize the investments
We specialize in Investment and Treasury Management for corporates with special focus on Debt. We manage large portfolios for our corporate client.
Family Officer Services includes multi-generational wealth transfer planning, income tax planning, charitable and philanthropic planning, business succession and comprehensive financial planning. We tie up with other professionals to provide insights and recommendations based on each client’s specific situation and needs, all designed to ensure our client’s unique goals and objectives will be accomplished.