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Expert wealth management solutions for individuals, families, businesses, and NRIs. AANEEV Wealth offers personalized financial planning, investments, insurance, and legacy planning to help you grow and protect your wealth.
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#171717
Cod Gray
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AANEEV Wealth is an India-based investment boutique that has provided financial guidance since 2012 to high-net-worth individuals, families, businesses, and non-resident Indians. The firm helps clients plan for, build, and protect wealth, with advice tailored to their financial goals, life stage, and risk appetite. Its services include personalized financial planning, portfolio construction, mutual fund investing, stocks, bonds, portfolio management services, alternative investment funds, insurance, and risk management.
AANEEV Wealth also supports clients with retirement and legacy planning, aiming to help them work toward long-term financial security and freedom. Through its subsidiary, Umbrella Estates, the firm offers real estate advisory and assistance with building property portfolios or acquiring residential and commercial spaces for projects. Clients can also access systematic investment plans, with the website promoting contributions starting at ₹500 per month.
AANEEV Wealth presents its approach as focused on ongoing guidance, investment monitoring, and practical planning for unforeseen events, helping individuals and organizations make informed decisions across their financial lives
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