Client fit is EVERYTHING.
We are committed to offering the best-in-class services & conflict-free advice regarding your finances, always keeping your needs in focus. Ethics & Integrity are pillars on which we have built this practice. Our process is derivative of our Investment Philosophy & Technology usage.
Ours is a unique remote model where we deliver advice both offline & online. We are tech-driven hence very swift. In that way, we are able to cater to clients anywhere in the country or abroad. The delivery of the advice is entirely over the net, communication platforms like email & WhatsApp.
We have been using this model successfully and helped many clients achieve financial dreams. We discuss & deliberate with our clients in detail and spend time on strategy & alternative scenarios instead of traveling around (which benefits no one ). The biggest advantage of this model is that it allows us to offer the benefit of our services to people across geographies.
For us, geography is history!
Click Here : To See the Presence of TheWealthWisher Clients/Investors on the Globe |
What We Do- We combine our Investment Philosophy with our Investment Process.
How we do things at TW2
If there are any elements of our investment philosophy which are unclear, or you are interested in obtaining details, please don’t hesitate to contact me or our office. We value open and clear communication with our clients and we believe that all Indian should have access to quality advice.
Meetings with Clients (Face to face, videoconference, scheduling)
Services & Information (emails/calls/WhatsApp with our back-office support)
Client Interaction (Phone , emails, voice, Text, co-planning)
Techno-marketing (social media, digital advertising)
In-house efficiency (100% tech-enabled workflow, optimized technology)
Client Reporting (goals-based reporting over emails/WhatsApp/ Our Reporting App)
