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VerifiedInvestment Management· Founded 2014

Kalyaan Wealth

Kalyaan Wealth is a team of highly qualified and skilled professionals creating and managing wealth for customers to achieve complete financial independence, our mission is to help individuals, families and communities to achieve financial security, build wealth and realize their dreams. At Kalyaan Wealth, we offer our services through personnel counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our clients to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life. We provide Goal based advice from professional Wealth Coaches who does every product research and also with the help of highly trained back office staff, we view/manage your portfolio, transact hassle free investments, calculate the sip amount for the goal you want to achieve and many more.

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HeadquartersAmbala Cantt, IndiaEmployees6(1 to 10)Founded year2014Websitekalyaanwealth.inLinkedIn profileLinkedIn

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Top roles at Kalyaan Wealth

6 distinct titles indexed · top 6 shown.

  • 1account relationship manager
  • 1assistant manager
  • 1co managing director
  • 1director
  • 1operations manager (mutual fund, health insurance, life insurance and general insurance)
  • 1wealth management advisor

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