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About Him

FOUNDER | WEALTH MANAGEMENT EXPERT | INTERNATIONAL WEALTH COACH

He is the Founder of Wealth Experts. He has Over 20 years of experience in Consulting, Investment Advisory & Wealth Management . He has been managing Wealth & Investment portfolio of large Treasuries & High Net worth Individuals across the country from last over a decade. He had looked after critical & important responsibilities as Wealth & Investment Specialist with few very large private sector Banks.He is known for his in depth Economy & Market research,forward looking Investment advisory,goal based Insurance planning & mindful Loans & Credit solutions. Read More
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    Total Awards

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    Happy Clients

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    Organized Workshops

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    WRITTEN BOOKS

  • 20

    Years Of Experience

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Services

WEALTH MANAGEMENT SOLUTIONS

Portfolio Review Facility

Continuous Review & appraisal of Investment Portfolio is the key to create Wealth over long periods of time.This includes research on the investment instruments laying in the portfolio & rebalance them if required.

We, as Wealth Experts feel proud to share that we do this portfolio review exercise in a regular interval with our clients. This indeed gives them a lot of comfort about our disciplined active management approach.

Share your portfolio & get it reviewed by us! Get an expert advice on the way ahead!

Personal 121 Consulting on Wealth Planning

Wealth planning for an individual like you is a comprehensive process which considers your assets, liabilities,income,expenses,investments,cash flows,risk planning along with your short,medium & long term goals/objectives of life. The best Wealth Plan can only be designed after analyzing all these critical components & factors.

We,as Wealth Experts provide this dedicated service to you by preparing a Wealth Plan which ensures to cover all the aspects of finances in your life. Join us & Experience!

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Training & Coaching Solutions

FINANCE & WEALTH

Personal Risk Planning

Risk planning is an utmost important aspect of life which you must never ignore. As life is filled with various risks, you must focus on managing & mitigating them with risk planning procedures & instruments.

Experience this Consulting Program to scientifically plan your risks of life, health etc with right toolset.

Investment Planning with MFs & PMS

You want to learn the art of managing investments with Mutual funds & PMS? This program can make you an expert in this domain.

Join & Experience!

SKILLS & BEHAVIORAL

Public Speaking

Research shows that public speaking is one of the most prominent fears that people have.But it is important to understand that this one skill can take you to pinnacle of success, as you become better presenter of your ideas & thoughts.

Join the class & see yourself becoming an extra ordinary public speaker.

Personal Interview & Group Discussion

In today’s competitive world, personal interview & group discussion have become a process of elimination not selection. It is extremely important to learn these skills to perform better , showcase your potential & bring out your best.

Join this class to get onto an exciting journey of a sparkling career.

Latest Blog

Blog
  • Nishant Baraya
  • 20Jun

How to prepare for personal interviews

Personal interview has always been a great way to select right candidates for a predesigned profile & role.It helps to assess a right individual in a quick time.That is the reason why in each & every selection process, be it for higher educational qualification or jobs ,the personal interview is an imperative part .

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