Wealthsecure - Bengaluru
4.9/5
★
based on 8 reviews
Contact Wealthsecure
| Address : | 57, 1st Main Rd, NGEF Layout, Postal Colony, Sanjayanagara, Bengaluru, Karnataka 560094, India |
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| Phone : | 📞 +98 | ||||||||||||||
| Postal code : | 560094 | ||||||||||||||
| Website : | http://www.wealthsecure.com/ | ||||||||||||||
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Sanjay Hegde on Google
★ ★ ★ ★ ★ Having WealthSecure as financial advisors for Four years has been a rewarding engagement. Dhananjaya and his team have been fantastic and transformed financial planning in India. Initially it was me as an individual who started using their services, subsequently we have started using their services for our company also. Their ongoing review of our financial situation and goals has been holistic, and they have suggested suitable asset allocation, funds for investment and course corrections as necessary.
My interactions with Dhananjaya on financial planning has been over 6 years — I count on him as a trusted advisor and friend. Their approach has been thoroughly professional, courteous, and their response to my many queries has always been timely.
Their web based portal is extremely user friendly and is a breeze to use, I have even been privy to their newly developed app which helps you transact and check your investments on the go. Wealth management blended with technology is the way to go and be on top of things.
I can confidently say that their advice puts the client first, and is free from any conflict of interest. I value the peace of mind, that comes from knowing that our finances are under knowledgeable and competent advice, freeing me to pursue other interests.
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vinouth s on Google
★ ★ ★ ★ ★ Dhananjaya and team brings in good years of experience. I had approached them with a portfolio restructuring where I was not happy with the the existing adviser and the portfolio performance. Wealthsecure team was able to articulate and point out the pros and cons and helped to steer the portfolio; guiding me through the process professionally.
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Bala Kumaran on Google
★ ★ ★ ★ ★ The knowledge in the financial services with Wealthsecure team is immense. I’m sure the teams experience and expertise will help our investments grow multifold. Their Tech integration is good with frequent updates and functional dashboard.
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shwetha bk on Google
★ ★ ★ ★ ★ Mr.Dhananjaya , MD & CEO of Wealthsecure, have been our financial advisor for the past two and a half years. They have always offered sound financial advice based on our investment objectives as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice as our needs and markets change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our finances, and our future.
Thanks to Wealthsecure Team.
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Roshni Singh on Google
★ ★ ★ ★ ★ Through Wealth Secure i could actually understand the concept of "Wise Investment", we are all good savers but when it comes to investment, we always tend to look at it as a tax saver and make investments without much understanding of the associated short term - long term benefits & risks . With a couple of interactions with Dhananjay i could get the holistic picture and a much better understanding of Investment Planning.
I am yet to do the Financial Planning through Wealth Secure but i am eagerly looking forward to have this done as the process and the module looks very Promising!
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RAJ on Google
★ ★ ★ ★ ★ Wealthsecure is one stop solution in every person's Investment journey. Their team is exceptionally focused on addressing the unique needs of clients and assisting them in all areas related to personal finance. I particularly found their expertise in financial planning to be very useful as a starting point for new investors.
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Karan Dubey on Google
★ ★ ★ ★ ★ Wealthsecure provides great service and the whole team is very friendly and knowledgeable. Mr. Dhananjay does a brilliant job of explaining the benefits of investing your money as well as tailoring a plan specifically to fit your needs. He does so ensuring that there is no compromise on your lifestyle. He has made me realise how important it is to start investing at a young age rather than later in life. Wealthsecure provides a holistic solution to wealth management. I would definitely recommend their services.
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Aishwarya H on Google
★ ★ ★ ★ ★ Wealth secure is the dedicated team which helps us investing in right plan , to achieve the goal, and to grow returns on our investment. Very much trustworthy, i do not regret for investing through them . Service provided and employer working are very friendly in nature. Would recommend others as well.
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