SEBI Scores Complaint Status : 2022-03-31 | Beginning of the month : 0 | Received during the month : 0 | Resolved during the month : 0 | Pending at the end of the month : 0 | Reasons for Pendency: NA

Abubakr Siddique A.G (Individual License)
SEBI RIA No – INA200000910

+91 90030 55599
support@wealthtraits.com

Romance With Finance?


Why Romance With Finance?

Everything in the world revolves around Money. Financial ignorance can flip your life upside down.

In India, financial literacy is very low, even among educated individuals. The ever-growing complexity of financial products and their relevancy to an individual's financial journey is getting deeper. Individuals and Families need a basic level of understanding to know what is going on with their finances.


What is this Program, Romance With Finance, about?

Romance With Finance (RWF) is designed for couples who need professional guidance in discussing, planning and organising their financial matters because contemporary problems require contemporary solutions.


What Will you get?

  1. 1. Understanding each other's thinking and behavioural patterns
  2. 2. Understanding the different beliefs and values on Money
  3. 3. Knowing a life partner's risk-taking ability
  4. 4. Identifying common and Individual Financial Goals
  5. 5. Assigning financial roles among the family members (including Kids)
  6. 6. Organising finances
  7. 7. Designing Money Affirmations (Positive Money Conversations)

Our Financial Literacy program is designed to make the learning experience memorable and practical. Financial literacy helps you make sound financial decisions. Be smart, and learn about personal finances from experts in the field.


Our Team

Sharmila Devi – A Clarity and Relationship Coach. Through her Neuro Linguistic Programs (NLP), she impacted many Entrepreneurs, Business Leaders, Professionals, Employees, Students and Families.


Abubakr Siddique – Abubakr Siddique is a Certified Financial Planner (CFP), and SEBI Registered Investment Adviser (RiA). With a master's in Psychology, he is an expert in understanding people and their money behaviour.

Our Chief Financial Advisor


abubakr-siddique

Abubakr Siddique A.G

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.

Wealth is the Ability to Fully Experience Life - Henry David Thoreau

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