About Us
Living a corporate life was keeping us all too much busy and occupied with loads of unavoidable things coming on our way. Due to this heavy engagement, we could not find time to add real value to our client’s requirements at large. After working for over a 14 years now, Saurabh Visharia pursued his passion to provide clients a platform with world class infrastructure in the Financial Services domain. Wealthaholic Finmart is the idea incubated for over 6 months before being available for clients in June 2021. Our philosophy of integrated and open architecture ensures transparent and unbiased services to our clients. Our aim is to empower our clients in wealth creation through an array of quality products and services. Our relationships are based upon trust, openness, and confidentiality.
We delight in being accessible and helpful
wealthaholic is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over NO. years, to the satisfaction of its clients. wealthaholic offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. wealthaholic serves over 1200 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 , offer a comprehensive selection of investment alternatives that will suit their Financial goals.
Our Vision
To build wealthaholic 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:
- Highest standards of quality at reasonable cost.
- Meeting the general and sophisticated financial goals of our clients.
- Developing, encouraging and rewarding superior performance of our employees.
- Our Motto is to invest your money in mutual funds carefully and safely like own investment.