ABOUT US
WealthPedia, our boutique financial and wealth management firm founded in June 2019. Our core management team is represented by experienced individuals with exposure to Asset management, Wealth Management companies, Financial planning and Research. Organizations represented include DSP Investment Managers, Principal PNB Asset Management Company, Prudent Corporate Advisory, SMC Wealth Pvt Ltd, RateGain, Oriflame India Pvt Ltd and Centrum wealth Pvt Ltd.
We would be keen to initiate a dialogue with a view to discuss a roadmap on the value add we provide as compared to regular investment channels. With enhanced and customized wealth management solutions at the forefront, some inclusions in our services bouquet are Offshore Advisory, Succession and Tax planning, Legal consultation and Fund Raising.
OUR SERVICES
CLIENT TESTIMONIALS
It is critical and important that the partner we choose to help us with our investment needs understands the industry, has a solid track record of consistently providing sound investment advice and is respected by investors and market participants alike. I have known Sanjeev for last 25 years and have been pleasantly impressed by his understanding of the markets, knowledge on where to invest, what amounts to invest and how to build a sustainable and strong portfolio. Sanjeev has been a friend, philosopher and guide to me for last 20 years helping decode the market trends in order to consistently get higher returns than the market. I will heartily recommend Sanjeev to all kinds of investors to help meet their investment goals.”
Sandeep Batra
Partner - SAPPHIRE HUMAN SOLUTIONS PVT LTD
I wouldn’t think of investing in funds without "Sanjeev Abrol" assistance. I would highly recommend any person who is thinking of investment that If you’re working with him, I can say for sure that you are in great safe hands. His commitment in helping us achieve our goal is done in a professional and timely manner. Thank you!
Abhishek Sharma
Music Director - VIVEK ABHISHEK MUSIC STUDIO
I would always be grateful to Sanjeev, who enlightened me to believe in power of investment at early age. Once I started doing my investments it gave me so much of confidence to do more and see my corpus building for the future. I am glad that I have such a support who guides me to choose right plan as per my requirements with so much flexibility. Thanks Sanjeev for being such an amazing investment partner.
Anjali Roy
Vice President - MNC Bank
I know Sanjeev Abrol for about 20 years. He has vast banking experience. For the past couple of years he is managing my investments. He suggests various investment options keeping in mind my age and risk profile. He discuss both pros and cons of each investment and keep me informed of changes in any regulations. I would definitely recommend him to anyone who wants to do business with him.
Ashok Kumar Taneja
Advocate
Sanjeev and I worked together in a Bank albeit in different locations. I am always a conservative investor and believe in maximization of return with capital protection. When Sanjeev started his new venture about couple of years back I thought of diversification and investing a part of my investments into equity mutual funds by way of SIP for my long term financial goals.So far my journey is good and volatile. I would always trust Sanjeev for his experience and market knowledge. His online platform helps me to have a look on my portfolio on regular basis and gives me the flexibility to stop, pause, step-up SIP, if required. My recommendation for Long Term investors is that a portion of their investments should be in direct equity or equity mutual funds. Thanks
Ajay Sharma
Senior Director – MNC IT Company
Sanjeev has been excellent with his advice on the various options available in the market for equity/debt investments and insurance products. One thing that really stands out about Sanjeev is his openness in explaining the pros and cons of a product, and ultimately it is left to each individual’s risk-taking appetite. Sanjeev has been helping me with various things over the last couple of years and I would recommend Sanjeev to all for meeting their investment goals.
Vinod Kamath
Partner – EduQual Learning Solutions LLP
KNOWLEDGE AND LEARNING
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