About Us

We at Wealth Traits, adopt long-term strategies and aim at being your financial guide throughout life by leading your finances, where you had always wished to go. We help you to generate and grow your assets; shrink debts and pass your Estate to generation nextt as you wish through our simplest and effectivemoney management techniques.

Registered

Investment Adviser

Our Chief Financial Planner, Abubakr Siddique A G, is registered with SEBI as a Investment Adviser (RiA). SEBIs Investment Adviser Regulation 2013 is a stringent regulationthat allows us to only charge fees from clients and not receive any commissions/ incentives/ brokerage from product distribution. The regulation also enforces robust processes for ensuring proper risk alignment, suitability of products recommended, fiduciary responsibility to clients, stringent compliance, audits, higher standards of education and experience etc.

We are running fee-only charge model advisory. This ensures that the advice given is rational & unbiased.

Fiduciary

Standard of Care

Fiduciary standard of care is the highest standard of care which an advisor could offer. We follow this fiduciary standard and are called Fiduciaries.

Our

Fiduciary Oath

  • We will put my clients' interest first.
  • We will act with prudence; that is with the skill, care,
    diligence and good judgement of a professional.
  • We will not mislead clients and I will provide conspicuous,
    full and fair disclosure of all important facts.
  • We will avoid conflict of interest.
  • We will fully disclose and fairly manage, in my clients' favour,
    any unavoidable conflicts.
  • We will not mislead clients and I will provide conspicuous,
    full and fair disclosure of all important facts.

We are fee-only advisors and give advice that is consistent and aligned withthe client objectives. It makes more sense for you to engage a Fiduciary like us!

Our Team

Abubakr Siddique A.G., a SEBI Key Person of wealthtraits

I am Abubakr Siddique A.G., a SEBI Registered Investment Adviser (RiA) having 12+ years of experience in multiple verticals of financial markets. I have done Masters in Psychology and Certification in Financial Planning (CFP). This great combination gives me clear edge in understanding traits and give proper solutions for Personal financial matters. (My Valid License No. INA200000910).

Rajendira Prasad. L.K Cheif Marketing Officer

I am Abubakr Siddique A.G., a SEBI Registered Investment Adviser (RiA) having 12+ years of experience in multiple verticals of financial markets. I have done Masters in Psychology and Certification in Financial Planning (CFP). This great combination gives me clear edge in understanding traits and give proper solutions for Personal financial matters. (My Valid License No. INA200000910).

Kamesh Babu Client Service Manager

I am Abubakr Siddique A.G., a SEBI Registered Investment Adviser (RiA) having 12+ years of experience in multiple verticals of financial markets. I have done Masters in Psychology and Certification in Financial Planning (CFP). This great combination gives me clear edge in understanding traits and give proper solutions for Personal financial matters. (My Valid License No. INA200000910).