About Me
​Wealth Excess is a wealth management company offering comprehensive financial planning and investment management services to help individuals and families grow and preserve their wealth. Our experienced team provides personalized strategies using a data-driven approach, offering a range of investment options, including stocks, bonds, and alternative assets.
Experience & Qualification
- Qualification : -
- Experience as an Advisor :
-
- Total work Experience : 6 years
Services and Advisory Offered
- Mutual Fund
- Portfolio Management Services
- Insurance
- Retail and SME Loans
- Real Estate
License
- Mutual Fund - ARN No. 147094 - Validity
(17-Aug-2024) To (01-Oct-2027)