WealthJini
Wealth Creation & Protection Expert
Our Story
WealthJini was conceptualized way back in 1999 when his founder was working in FMCG MNC & found a gap to have someone who could guide him as to how could he plan to meet his financial goals with ease.
He left the organisation & a cushy job to join a financial sector which was just evolving, worked at various senior national level position before decided to launch WealthJini who was ready to serve after years of experience & understanding of client’s requirments.
Our mission
Every Individual becomes financial literate & secured enough to meet his financial commitments & goals at various stages.
We intend to provide our clients with investment solutions commensurate with their Time Horizon, Risk Profile and their Return expectations. At the core of our investment philosophy, is the ability to create long term wealth through diversified asset classes and products, which arises from our world class superior research and the ability to select solutions and products appropriate for the various types of portfolios based on their risk classification, time horizon and understanding of clients.
our vision
WealthJini vision is to have every individual free from financial worries & plan his/her life the way accordingly.
Our comprehensive, step-by-step long-term wealth creation focused approach ensures that we assist you in planning for all your financial dreams in a focused scientific procedure for both short-term and long-term time horizon keeping cognizance of your risk appetite, time duration and suitable product recommendations.