Welcome To Arvind Wealth And Investments
A reputed name for comprehensive financial and product distribution services
We Partner firm incorporation from January 15th, 2023, and are presently helping clients achieve their Financial goals with effective and innovative investment planning. We are certified Wealth Managers, Mutual funds, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments to suggest investment options to clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
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Why Us?
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Client Centric Approach
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our guidance process.
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Rich Product Basket
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.
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Focus on Customer Satisfaction
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
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Value Addition
Our Services ensure comfort, convenience, confidence, and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.
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Right Experience & Skills
We have years of experience in financial services and products distribution space.
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Driven by Passion
Serving clients is our passion and the reason why we are in the business. Nothing excites us more that helping our clients achieve their financial needs in life with our support.
Our Team
Mr. Arvind SinghFounder
Arvind is the Founder of Arvind Wealth And Investments, Arvind has over 16+ years of rich experience in the financial services industry from working as lead and Manager in Bank of America, GE Capital, etc. As an MBA and M.Com in education, Arvind is always more inclined toward finance. He firmly believes that mutual funds are the perfect investment product for the general public to create and build long-term wealth in equity markets.
Mr. Anil SharmaSales Head
Mr. Anil Sharma heads the Technology and Sales for Arvind Wealth and Investments. He has over 15+ years of rich experience in the Tech and financial services industry. As a BTech by education, Anil previously worked with Reliance Communication, Wipro, Accenture, etc., leveraging the knowledge from working for product customization and business development with his deep understanding of distribution practices and their challenges.
Mr. Shyam SinghRelationship Manager
Mr. Shyam Singh is the Relationship Manager for the firm, having joined Arvind Wealth and Investments after being an entrepreneur in the Education Industry, and LIC. With an experience of over 25 years, Shyam Singh is a person with a sound grip on relationship management and a passion to connect with people.
