Abhiyaan Wealth is primarily a distributor of financial products (i.e. mutual funds, intelligent advisory portfolios, portfolio management services, and alternate investment funds) to retail and HNI clients. We also trade in Indian equity markets and equity derivatives on our own capital, which enables us to actively track the equity markets and recommend to our clients to generate excess returns.
We understand that managing your wealth can be complex and time-consuming. That's why our team of experienced wealth management professionals with a combined 50+ years' experience of investing in direct equity and mutual funds in India and abroad is here to help you navigate the challenges of managing your financial future.
Our services are designed to help you achieve your financial goals, whether you're looking to grow your wealth, protect your assets, or plan for retirement. We work with you to develop a customized wealth management plan that takes into account your unique financial situation and goals.
Abhiyaan refers to our campaign (or journey) to promote financial literacy and assist our clients to build wealth. Our mission is to share our learning to help clients kick-start their own 'Abhiyaan' towards Wealth creation.
We pledge to maintain the highest levels of ethical and execution standards possible and ensure NO partner / client / acquaintance in this journey doubt our intentions behind any advise (as permitted as an AMFI registered mutual fund distributor) for our personal gain or commission.