Wealthgenie Financial Services is a Financial Advisory services of Mutual Funds & Insurance registered with AMFI, which had been providing Insurance services for 10 years & Mutual Fund from 3 Years ,to the satisfaction of its clients. Wealthgenie Financial Services offers a wide array of products and services, including integrated financial planning, Wealth management, Tax Consulting services, Insurance & Mutual Fund. Wealthgenie Financial Servicesserves over 700 clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.
Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, and offer a comprehensive selection of investment alternatives that will suit their financial goals.
Our Vision
To build Wealthgenie Financial Services as a trusted brand in the Financial Services .
Our Mission
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to: