Wealth Management | Insurance | Estate Planning

What we do

At Abnay WealthWise IMF LLP, we provide investments & wealth management advisory and services to individuals, Non-Resident Indians (NRIs) and family offices as well as corporates for their treasury management needs. Being a boutique wealth services firm, we have the rare edge of offering both advisory as well as product distribution services thereby meeting all your wealth planning needs under one roof. We are an IRDAI registered Insurance Marketing Firm licensed to deal in insurance , mutual funds and other financial products. Our associate arm is a SEBI Registered Investment Advisor.

 

Rendering well considered, need oriented, client focused and unbiased investment and wealth management solutions is our sole objective.

 

In accordance with SEBI regulations, our Advisory and Distribution arms do not share common clientele.

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