In compliance with SEBI (Investment Advisers) (Amendment) Regulations, 2020 Circular SEBI/HO/IMD/DF1/CIR/P/2020/182 dated September 23, 2020 - Advisory and Distribution services shall not have the same client.

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Unbiased & Tailored Investment Advisory and Wealth Management

We advise investors & family offices on their investment planning, insurances and wealth management. We also provide Treasury advisory services to corporates for their intermittent funds placement needs.We work with clients who believe in the long-term investment approach and understand the importance of staying invested through market cycles. Through customised financial plans, we help you plan ahead, understand all the options available and enable you to make fully informed decisions – taking control of your own future.

why us

We develop customized financial plans and manage your investments

1

Unbiased Advice

We eliminate any commissions and hidden fees, not being influenced by product sales. We are a fee-only service and work for you – leading to customized services best suited to you.
2

Universal Products

Since we are not associated or represent any financial or insurance institution – we have the liberty to research, analyze and recommend any solution available to suit your needs.
3

Professional

The advice you get is qualified, transparent, researched and above all – in your best interest. With the fiduciary level of care overseen by the regulatory authorities, we use a formal approach to planning, risk profiling, documentation, disclosures and transparency.
Advisory & Planning

Deliberated, client-focused and merit based solutions

Equity Investment Advisory
Direct equity investment can be rewarding, however, the risk of loss in direct equity is also very high. People who can balance risk & return while dealing with direct equity are the real winners. Our in-house team that undertakes in-depth study of a basket of businesses.
Holistic Financial Planning
It is a holistic approach to personal financial management. It begins with identifying your family’s short and long-term financial goals, optimizing what you have today and developing strategies to achieve your goals. It is a proven systematic process for financial stability and long-term success.
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that life brings. Protect yourself, your family, your home, your assets or your business against unexpected events.
Retirement Planning
Achieving your retirement goals takes a proactive approach. If you start planning for retirement early, the better off your retirement will be in the future. We believe retirement planning is an essential part of your financial wellness. Working together, we help you clarify
Estate Planning
When it comes down to it, deciding who will inherit your estate is a big decision and an important part of life planning. Smart estate planning helps protect families with young children as well as helping your heirs from any legal and time-consuming hassles.
Equity Investment Advisory
Direct equity investment can be rewarding, however, the risk of loss in direct equity is also very high. People who can balance risk & return while dealing with direct equity are the real winners. Our in-house team that undertakes in-depth study of a basket of businesses.
Holistic Financial Planning
It is a holistic approach to personal financial management. It begins with identifying your family’s short and long-term financial goals, optimizing what you have today and developing strategies to achieve your goals. It is a proven systematic process for financial stability and long-term success.
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that life brings. Protect yourself, your family, your home, your assets or your business against unexpected events.
Retirement Planning
Achieving your retirement goals takes a proactive approach. If you start planning for retirement early, the better off your retirement will be in the future. We believe retirement planning is an essential part of your financial wellness. Working together, we help you clarify
Estate Planning
When it comes down to it, deciding who will inherit your estate is a big decision and an important part of life planning. Smart estate planning helps protect families with young children as well as helping your heirs from any legal and time-consuming hassles.
Why abnay wealthwise

All you need to know

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Let's Connect

Yashraj Maheshwari
SEBI Registered Investment Adviser
Individual Investment Adviser
Reg. No. : INA000015057
yashraj@abnay.com
+91 79 26929056203, Wing A, Shivalik Corporate Park,
132 Ft. Ring Road, Satellite,
Ahmedabad – 380015, Gujarat, India

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