ABOUT US
We are Anand Wealth.
Your Wealth Consultants.
Anand Wealth Consultants is a 30 years experienced, research-based investment, financial planning & consulting firm. Our advisory expertise encompasses all financial categories like Equity (Shares), Debt Securities, Liquid Funds, Mutual Funds, Life Insurance, and Health Insurance. We “Anand Wealth Consultants” are your ethical wealth managers.
We work for people who want to become Successful Investors with long-term market beating appreciation.
You can become a successful investor and achieve market beating appreciation with us. Our strategy is pure and long term investment.
Why Anand Wealth Consultants?
Our Mission, Values and Ethics
Anand Wealth Consultants, your own personal financial planner, research-based investment services provider, Mutual Funds, and SIP Consultant Advisor started services in 1990 with a long-term vision to serve its clients ethically through a successful system of creating and multiplying client’s wealth.
Our Vision:
To be one of the top 10 most reputed financial service providers of India focussed on personal financial planning and wealth management.
Our Ethics:
To serve our clients with honesty, integrity and transparency.
“To create, protect and multiply your wealth.”
Amish Saraiya
Founder & CEO
“To create, protect and multiply your wealth.”
Pragnesh Saraiya
Founder & CEO
our partner
How our Clients are benefited?
We were instrumental in creating wealth for our clients in India’s first stock market boom in the year 1992 -popularly known as the Harshad Mehta boom.
We have saved our client’s hard earned money from being eroded in many instances in our long span of 27 years now.
Like, high interest rate carrying FD schemes, Tree Plantation schemes, High Interest carrying Bonds, Debentures and Public Issues guaranteed to be listed at high premium, etc., Although most of them carried very lucrative commissions for Sub Brokers and Agents, we rejected them outright as we could sense high risk in advance due to our financial knowledge. These and many such schemes eroded crores of rupees from innocent investors. This happened because we are very firm on our ethics.
Our client don’t have to worry because not a single Rupee of any of our client has ever gone into such bad investments till now and will never go.
Like, from the UTI US ’64, generally accepted as safe investment.
During our study in June 2001, we found that UTI -a Government Undertaking- was offering its Unit Scheme ’64 units at a superficial price. We asked investors we knew -whether our clients or not- who had invested big money in Unit 64 scheme of UTI, to withdraw all the money immediately from this scheme. After they withdrew their life time savings from the UTI, its price reduced to less than half. There was a major uproar in our Parliament House and it shocked the financial world.
It is a financial world and such things keep happening every now and then. We just keep on doing our job whether we profit from it or not.
You can always rely on us for protection of your capital.
In the year 2002, we saw a big opportunity for ‘India Incorporated’.
There were major reforms in the stock market between 1997 to 1999 like introduction of compulsory Rolling Settlement, De-linking of Delivery based trades from Derivative ones, Depository creation, Dematerialisation, Direct bank based Receipt and Payment System, etc. This gave wings to the investors. Therefore, we invited many new investors in year 2002 to invest for long term to benefit from the success of India Inc. We provided them all the necessary guidance they needed. At and from the BSE Sensex 3000, our clients who invested under our guidance, multiplied their capital by 30 times.
Mutual Fund industry became more mature after the Dot Com or Software crash, so we guided retail investors to invest their monthly savings into it through SIP as well as lump sum. They are getting handsome returns now.
And this story goes on.
What do you get?
Our Clients are continuously successful in achieving Index beating returns on the basis of our intensive research.
As they do not need to be concerned 365 days of the year about whether their invested fund is safe or not, they get the time and focus with their own business. With total time and concentration of all their physical and mental energy to it, they become more successful in their own business too.
What’s more, you also get an expert personal financial planner (CFP) who assists you in taking all financial decisions pertaining to lifestyle.
Our Investment Philosophy:
Investment is like growing a huge tree out of a seed with proper nourishment and care so that you enjoy its fruits forever. Success in investments is impossible without having the conviction in it and without giving time in it.
We recommend value based investment ideas that hold the potential of remarkable growth in the long term of 7 to 10 years with a view to achieving our client’s higher goals of life so that they can actually live a stress free life.
Investment is not ‘risky’. In fact, being ignorant about investment is the greatest risk an individual carries throughout his life. The right kind of Investment can only leave him happier and more prosperous than ever. The right kind of investments can help one render his life to some meaningful purpose, by saving him from being an ignored spare part of a big machine.
To know which myths are holding the investor from doing the right kind of investments, please send us a query written ‘Investment Myths’ in the subject box.