Use The Power
of Your Money
to its fullest
Create abundant wealth for
tomorrow without sacrificing today!
Ab Har Khushi Mumkin Hai
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
Our Services
Tailored Investment Solutions
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.
Legacy and Estate Planning
Strategies for effective wealth transfer and legacy planning, minimizing tax burdens and preserving your financial legacy for future generations.
Discover the Art of Successful Investing
Simplifying Wealth, One WhatsApp Message at a Time
Join our Fun Finance with Farooq WhatsApp channel today and take the first step toward making money management exciting and stress-free!
“WealthWise Investments understands the needs of serious investors. Their strategies are well-researched, and their personalized approach ensures that my portfolio is always optimized for growth. A must for HNIs looking for premium financial guidance.”
Testimonial
Positive Reviews From Customers
FAQs
Frequently Asked Questions
Wealth Wise Advisory is a boutique wealth management firm specializing in tailored financial strategies for Ultra High Net Worth Individuals (Ultra HNIs) and business families. We help clients grow, protect, and optimize their wealth through strategic investments, global diversification, estate planning, and liquidity management.
Farooq Haque is a seasoned financial expert with 27+ years of experience in finance and wealth management. He has guided over 1 million CA students across online and offline platforms and now focuses on helping Ultra HNIs make smart, goal-driven financial decisions. His expertise spans across investment strategies, tax planning, and succession management.
We provide a range of wealth management services, including:
- Goal-Oriented Portfolio Strategy (GPS) – Investment strategies tailored to your financial goals.
- Wealth Management for Ultra HNIs – Holistic asset allocation and risk management.
- Legacy & Estate Planning – Ensuring smooth wealth transfer to future generations.
- Global Diversification – Expanding investment portfolios beyond Indian markets.
- Liquidity Management – Balancing long-term assets with accessible funds.
- Exclusive Focus on Ultra HNIs – We specialize in managing the complexities of high-net-worth individuals.
- Bespoke Financial Strategies – Every client gets a customized wealth plan based on their aspirations.
- Global Investment Perspective – We help you diversify your wealth beyond domestic markets.
- Legacy-Centric Approach – Our strategies ensure your wealth grows and transitions smoothly across generations.
Yes! We assist in global investment diversification across equity markets, real estate, venture capital, and alternative assets to hedge risks and optimize returns.
We structure family trusts, wills, and succession strategies to ensure that your wealth is passed down efficiently while minimizing tax liabilities and family disputes.
GPS is our proprietary investment planning approach that structures your portfolio based on your specific financial goals—whether it’s early retirement, business expansion, or legacy creation.
Absolutely! We provide tax-efficient investment strategies to reduce liabilities, optimize returns, and ensure compliance with wealth management laws.
To begin, schedule a consultation with us where we:
- Understand your financial vision and investment goals.
- Analyze your current portfolio and risk appetite.
- Design a personalized strategy to enhance and protect your wealth.
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