About us
About Us
We at AS WEALTH incorporated in 2019, with 1200+ satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.
We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, including mutual funds, equities, ETFs, bonds, FDs, PMS, NPS, loans against mutual funds and insurance, adequate to help meet your diverse financial objectives.
AKHIL SAXENA
FOUNDER
- +91 9866012629
- akhilsaxena277@gmail.com
➡️ AMFI – Association of mutual Funds in India certified (ARN No: 181245)
➡️ IRDAI – Insurance Regulatory & Development Authority of India Certified
Our Vision
We strive to provide every Indian a world-class investment platform and sophisticated investment guidance. Our customers in over 2,000 cities across India and 66+ countries have invested over ₹12,800+ crores on our platform in Mutual Funds, Stocks and other investment products.
Assisting India in taking informed investment decisions on a well defined platform that is technologically motivated has always been our core vision and will continue to be.
Our Core Philosophy
Inflation
The biggest hurdle in achieving financial needs.if you were having ₹1,00,000/- in 1990, today it’s value as per7% inflation rate.
Lumpsum
15 YEARS PERFORMANCE IN EQUITY MUTUAL FUNDS If you had invested ₹1,00,000/- in equity mutual fund in 2007, today its value is ₹5,06,600/- @ 11.42% CAGR**
Retirement
You will discover that retirement is the doorway to a new stage of your life, one where you control your time and your activities. Want to go to an afternoon movie in the middle of the week? You can do it!
Raising a Child
50% the total expense on healthcare is incurred in the first three years of the 50% child’s life.the total healthcare cost is what parents spend on a child’s entertainment.
WHY FINANCIAL PLANNING IS SO IMPORTANT?
We all have dreams. We want to own a car, TAKE ADEQUATE INSURANCED a house, we want to see our child attending a prestigious college and we want to build a healthy retirement corpus. But we seldom pen down these goals and work towards achieving them. Following are a few tips that will strengthen your financial plan:
SET YOUR FINANCIAL GOALS
TAKE ADEQUATE INSURANCE
PREPARE YOUR INHERITANCE PLAN
PLAN FOR A PEACEFUL RETIREMENT
SAVE MAXIMUM TAXES
MANAGE YOUR CASH FLOWS
Our Culture
A dynamic environment for a dynamic team. We pour our souls into our craft, but that doesn’t compromise on our ability to keep the work environment lively.
We don’t juggle work and life; we handle it like the Pros we are!
