One Solution for
All you Needs
Your Friend in Need - Indeed.
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Simple Solutions - That Makes A Difference!
Right Options
Our team will work with you to retain control and choice over and decisions.
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Amazing Opportunity
Securing your financial future and the resulting peace of mind, is key to a fulfilling retirement.
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Earn & Multiply
Planning & Investment solutions to grow, protect & maximize our clients’ wealth over time.
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Wealth!Our ability to pitch the Right product at the right time helps clients achieve their objectives ahead of their target timeframes. Our products across the spectrum be it Equity, Debt, Private Equity, Real Estate, Insurance and Direct Equities are tuned to the clients inherent Risk taking capacities and investment objectives.
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Rebuild Your MoneyOur specialist experience in self managed funds, senior citizen care planning and wealth planning, combined with our individualised service and professional fund management, has meant we’ve built a strong base of loyal and long-term customers.
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Invest & Fulfill Your Dreams!While the terms "saving" and "investing" are often used interchangeably these are, in fact, two very different strategies. Generally speaking, saving is for shorter term goals such as saving for your next holiday or a new car. Investing, on the other hand, is for longer term goals such as saving for your own retirement and, with a longer time horizon, you may consider taking on a higher level of risk for the possibility of a higher return.
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Who we are
Introduction
Atharva Wealth is based in Mumbai and offers services in the financial, wealth and tax saving products across a wide spectrum of companies. It offers top notch Advice to clients with a focus on the growth, sustenance and security of their Wealth. All Mutual Funds, Insurance, Stock Broking and PMS services are offer under one roof.
Atharva Wealth is based in Mumbai and offers services in the financial, wealth and tax saving products across a wide spectrum of companies. It offers top notch Advice to clients with a focus on the growth, sustenance and security of their Wealth. All Mutual Funds, Insurance, Stock Broking and PMS services are offer under one roof- Budgeting and managing debt
- Wealth accumulation strategies
- Tax-effective investing
- Insurance for your family
- Relief and reassurance
- Confidence and satisfaction
- Peace of mind
- Succcess & Happiness
Meet Our Team
Meghna Visaria - CEO
Meghna Visaria is a Graduate in Commerce. Meghna visaria is a Graduate in Commerce. She has over the years developed a thorough understanding of offering the right Basket of products to clients , keeping in mind their longer term objectives.
Devang Visaria - Chief Strategist
Devang is a Management Post Graduate with specialization in Finance from SIMSR, Mumbai. He is a practicing Technical Analyst with an experience of more than 18 years.