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
Wealth Traits strongly believe that unbiased financial advice should be accessible to anyone who wants an experienced trustful partner with the expertise to help them achieve their financial goals. In the past 15 years, we have helped individuals and families to make informed financial decisions and achieve their short-and long-term goals. We provide personalised advisory customised to the need of the client.
Our Chief Financial Planner, Abubakr Siddique A G, is registered with SEBI as an Investment Adviser (RiA). Valid License No. INA200000910. 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.
Association of Registered Investment Advisers (ARIA)
Financial Planning Standards Board (India)
The Financial Planners Guild of India (FPGI)
Fiduciary standard of care is the highest standard of care which an advisor could offer. We follow this fiduciary standard and are called Fiduciaries. We are fee-only advisors and give advice that is consistent and aligned with the client objectives. It makes more sense for you to engage a Fiduciary like us!
SEBI Registered Investment Advisor
CFP with Vast Experience
Confidentiality & Customisation
Wealth is the Ability to Fully Experience Life - Henry David Thoreau
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