Balancing today and tomorrow. It was comfortable speaking with Ankit as I was a newbie but he explained things very well.
Jiya
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Ankit was not impatient. He was advising but not pushy. Everything was goal-oriented. I had some blindspots got cleared. People want to sell you something, make advises, but he left it up to you. The comfort level was there.
Harsh
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I am very glad I have taken the first step towards my financial goals. Taking to Ankit helped me understand the steps that I need to take & now I see a path to manage my finances better. The conversation gave me hope that I can do better. I cannot wait to get on board with Wealthup.
sneha satheendran
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Absolutely pleased with Medha & Ankit's behaviour! Their polite and insightful conversations made understanding finances a breeze. Their approachable nature and depth of knowledge made a significant difference in managing my financial goals. Looking forward to a Fin-wintastic journey with them :-)
Jaya
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Ankit has always been super helpful, gives great insights with respect to your future goals. You feel safe around talking to him when it comes to finances, which is the most important thing i.e. trust. I can genuinely say, my portfolio is in the right hand!
Saakshi
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It was very helpful speaking to Ankit about how to better structure my investments. Also, got to know a lot of mistakes I was making about my investments.
It was great having a chat with Ankit. He is knowledgable, and was able to quickly grasp my situation. It was a seamless and personalised experience. I would highly recommend Ankit and Wealthup for any finance related discussions.
Pravallika Valiveti
26th May, 2023
5/5
Had a one on one intial conversation with Ankit after interacting with him on a panel last week. As always he was very forthcoming and very happy to share his knowledge and insights. It was a very fruitful discussion and helped me clarify my doubts. Really appreciate your help Ankit!
Reshma Apte
17th May, 2023
About me
As the founder of Wealthup, I help people and families achieve their financial aspirations and ensure they have a secure future. My job is to give my clients personal and practical advice that fits their unique needs and goals.
I spent more than six years as an investment banker with Swiss Bank in New York, and by the time I was 29, I had achieved financial independence. I was able to do this because I understand how financial markets work and how to put together the right mix of investments—stocks, bonds, and gold—to get the most profit while keeping the risks in check.
I also assist clients with other important aspects like planning for retirement, getting the right insurance, and figuring out the best ways to save taxes.
Here are some videos of my clients: https://youtube.com/playlist?list=PLP24kHORTE3ZAN38K7okEo13_0syeeM7g&si=fYqMmmIfOHs4qRsn
I'm always here to connect with people who are ready to take charge of their financial future. Whether you have questions about how to plan your finances, where to invest your money, or how to get ready for retirement, don't hesitate to reach out.
And if you're still unsure about booking a call, talk to the Wealthup team on WhatsApp at +918035864017. They can help answer any questions you have.
Ankit exemplifies financial expertise, with his patience and aptitude in explaining complex financial matters, making him a trusted advisor.
AI-generated based on testimonials