Abubakr Siddique A.G (Individual License)
SEBI RIA No – INA200000910
+91 90030 55599
support@wealthtraits.com
Abubakr Siddique A.G (Individual License)
SEBI RIA No – INA200000910
+91 90030 55599
support@wealthtraits.com
A registered Investment Advisor (RIA) is a person or an organisation who gives investment advice to individuals. RIAs have a fiduciary duty towards their clients to give financial advice in the best interest of their clients. RIAs are registered with the Securities and Exchange Board of India (SEBI), a market regulator.
Abubakr Siddique A G has been in the Financial Industry since 2002 and founded Wealth Traits Financial Planners. We realise that there is a tremendous need for personal financial advice for families. With 20 years of experience and expertise, we provide unbiased, client-centric financial advice and wealth management solutions.
The greatest advantage of working with a fee-based Advisor is that he puts the clients’ interests first. The fee charged depends on the assets under management.
Every family has its unique financial position. Understanding that uniqueness is the key to addressing their financial needs. Holding a 'master’s in psychology, and a 'Certified Financial Planner' (CFP)' certification Abubakr Siddique has an edge in understanding the clients' behavioural traits and delivering appropriate personal financial solutions.
We have an excellent history of responding to our client's needs and queries that arise from time to time all through the year. We know that the financial situation of anybody is prone to uncertainties. The client is aided by a professional in making appropriate financial decisions.
Abubakr Siddique, a SEBI Registered Investment Adviser (RiA) having 12+ years of experience in entire sphere of financial services. Equipped with Masters in Psychology and Certification in Financial Planning (CFP), his expertise is in understanding people and their money behaviour.
You are in a noble profession. You trade your time and energy to ease people from pain and suffering. In that process, you are unable to spend enough time on your personal financial matters. We completely understand your profession your needs. We specialise in providing the right financial solutions for Doctors - from lifestyle to retirement, which is critical to protecting and maximising personal wealth.
We understand the challenges of single parenthood. And their need for a trusted adviser who could primarily take care of their / children or dependents' financial wellbeing. We help them prioritise their needs, protect their assets wealth, and draw the most suitable action plan.
Wealth is the Ability to Fully Experience Life - Henry David Thoreau
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