Use The Power of Your Money
To Its Fullest, Create Abundant Wealth for Tomorrow Without Sacrificing Today
— Ab Har Khushi Mumkin Hai.
About Wealthwise
Investment Strategies Designed for Your Unique Goals
Wealth Wise Advisory is a boutique financial consultancy founded by Mr. Farooq Haque, a veteran in the field of finance with over 27+ years of experience. Our mission is to provide tailored financial strategies that help individuals and families grow, optimize, and protect their wealth. We specialize in crafting personalized, goal-oriented solutions that align with your financial aspirations, ensuring both short-term gains and long-term security. At Wealth Wise, we pride ourselves on delivering expert guidance and trusted partnerships for your financial success.
Years of Experience as a Chartered Accountant
CA Students Pan India
HNI Clients
Wealth Management Portfolio
Trusted Company
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Investment for All
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Unique Experience
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24/7 Full Support
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Our Services
Investment Solutions Tailored Just for You
Goal-Oriented Portfolio Strategy
Tailored investment strategies that align your portfolio with specific financial goals, whether it's retirement, passive income, business venture, or wealth accumulation.
Wealth Management for Ultra HNIs
Exclusive, personalized wealth management services for individuals with a net worth above ₹20 crore, focusing on optimizing portfolios and safeguarding wealth.
Portfolio Diversification
Comprehensive diversification across various asset classes, including Real Estate, Mutual Funds, PMS, Stocks, AIF, and insurance, ensuring a balanced and resilient portfolio.
Legacy and Estate Planning
Strategies for effective wealth transfer and legacy planning, minimizing tax burdens and preserving your financial legacy for future generations.
Tax-Efficient Investment Strategies
Guidance on structuring your investments to minimize tax liabilities, helping you retain more of your wealth.
Personalized Financial Coaching
One-on-one consulting with a dedicated financial advisor to provide personalized advice and guidance through complex financial decisions.
Get Started
Investment Solutions Tailored for Your Unique Needs
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Testimonial
Positive Reviews From Customers
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FAQs
Frequently Asked Questions
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Blog News
Articles From Winvest
Investing Has Been Ugly. Stick With It Anyway
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