68, LGF, Okhla Phase III, New DelhiAaneev Wealth Builders
Retirement Planning, Financial Advice, Wealth Management
Call Us Today1800 833 6444, +91-9899808950
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What We Do

Our goal is to deliver customized services that address clients comprehensive financial needs. In order to accomplish this, we integrate a total wealth management approach.

  • Wealth Accumulation/ preservation.
  • Financial Planning.
  • Investment and Portfolio analysis.
  • Insurance needs-Life & General
  • Real Estate Property Management.
  • Loans Solutions

Clients can view the portfolio valuation report online across all asset classes- Real Estate, Fixed Deposits, Life & General Insurance, Bonds, MFs, Stocks.

Main Services

Real Estate

Main Services, The Areas of Practice

Umbrella Estates is a real estate boutique firm specializing
in commercial and residential property transactions across Delhi/NCR.

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Mutual Funds

Main Services, The Areas of Practice

Mutual Funds are one of the popular and smart ways to
build wealth over the long term.

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Risk Management

Main Services

Risk Management is the analysis, assessment, control, and
avoidance of unforeseen events. It is an integral part of Financial Planning.

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Financial Planning

Main Services, The Areas of Practice

It is a written strategy that gives you a clear, pragmatic
path to follow towards the accomplishment of your most important financial goals.

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Clients About Us

Testimonials

I came to know about Aaneev wealth Builders a couple of years ago through one of my relatives and now after a couple of years later I can’t thank enough my relative for helping me to get in touch with them. I have received nothing but top-notch client experience.

Vivek B

Singapore

I came across Aaneev Wealth through word of mouth publicity on a social media forum. It took me just one confidential chat to realize they should be my personal wealth manager to achieve my goals. The whole process felt like a breeze, to begin with.

Akhilesh

Auckland, New Zealand

I have known Amit since 2002 when he was just out of college and was planning to do MBA. His journey since then has been one of trials and tribulations and the success he has achieved thru sheer grit, hard work, and affable personality.

Ashish B.

Bangalore, India
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