Who is a Fiduciary?
The truth of our world in the 21st century is that while you work to earn money, your well-earned money should work for you too. And that’s exactly where a Fiduciary Investment Adviser comes into the picture.
Simply put, a Fiduciary is a person or an entity entrusted with the responsibility to act in the best interests of its Clients. In Investment advisory parlance, a fiduciary means a capable and competent guide who gives objective investment advice while considering the client’s circumstances and financial requirements.
Why SEBI Registered Investment Adviser (RIA)?
In line with Global practices and to address the needs of clients to get Fiduciary advice, SEBI has formed Regulations such that only Registered Investment Advisers (RIA) bounded by Fiduciary responsibilities can provide Investment Advisory and Financial Planning services in India.
We are a SEBI Registered Investment Adviser. We do not receive Commission/Incentive or represent any Financial product manufacturer. We simply represent your interests and charge fees for our honest services. We partner with you to understand your needs, work out Life Goals, chart a holistic Financial Plan and render Investment management services.
Why Financial Planning is necessary?
Financial Planning is included by SEBI as an element of Investment Advisory services and can be advised by licensed SEBI Intermediaries only. Financial Planning is a comprehensive method to realize, organize and achieve your Financial Goals effectively and holistically.
A Powerful Financial Plan guides you through your Life Journey. It empowers you to capitalize on opportunities by taking informed decisions about Income, Expenses, Savings and Investments. You can also manage emergencies and un-certainties coming your way in a much better way.
Why Wealth Nation?
Wealth Nation is the outcome of our vision to create a community that is a Fiduciary for its members. Our only aim is to provide Credible, Ethical and Optimal Financial Planning and Wealth Advisory services, so that you can fulfill your goals and enjoy Life to its fullest.
At Wealth Nation, we firmly believe:
- You (the customer) are the be-all-and-end-all for us
- In being your trusted partner, helping you navigate the complex world of financial services successfully.
- In providing solutions tailored to your requirements, as opposed to pushing products based on the product provider’s strategy or distributor’s business goals.
- In helping you identify, quantify, and achieve your Life goals. This clarity can lead to the creation, sustenance, and transfer of wealth across families and generations.
- In objectively undertaking systematic suitability analysis in selection of financial products and services. Refraining from investing in unsuitable products is as important as getting invested in the correct ones.
And that’s why Wealth Nation comes out on top! With our in-house expertise and collaborations with subject experts, we provide advice on complete portfolio management solutions and advisory services.
Who We Serve?
Wealth Nation as a Community is always open to spread Financial awareness and Enrich Member’s Lives. Given here are key categories that we feel can benefit most from our dedicated Financial solutions
Our Solutions
| Sr. No. | Received from | Pending at the end of last month |
Received | Resolved* | Pending# | Pending complaints > 3 months | Average Resolution time^ (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 |
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.
For our Policy regarding addressing of Client Complaints and all the Complaints Data Tables, please check our Grievance Redressal Policy.
