Be Wealth Wise
Proprietor: CS Chintan S. Madhvani
SEBI Registered Investment Advisor: INA000018221
BASL Membership ID: 2024
Why us?
We are a Flat-Fee only Investment Advisory Firm, which means, fees will remain same regardless of Portfolio Size. Additionally, we are also not getting any commission from any product we are advising.
We recommend Direct Financial Products only (where no distributor is involved), that reduces your overall expense ratio, and improve return generated.
More than 6 Years of Industry Experience
We provide tailored made finance plan based on your risk appetite. A risk appetite score will be given to you based on some simple QnA, as approved by SEBI
We offer goal oriented, complete financial planning including asset-wise mix
Being a SEBI Registered Investment Advisers, we abide by all rules and regulations