Wealth Expert Asset Management

Most reliable name in Investment, Insurance & Financial Life Planning.

WEAM as a rector plays a vital role of your Financial, Investment & Insurance Guide, Wealth Manager or Child future Planner or Retirement Planner or Expense Planner or Financial Health Evaluator. Most suitable design of our financial solution is unique for everyone as everyone?s profile is unique. Solution are offered taking into account inflation, tax, risk, health, background, environmental and other parameters. We are accessible and willing to support our clients always and our charges are most genuine. Ethical & Intelligent financial advice make us elite amongst others.

Wealth Expert Asset Management [WEAM] is an ideal professional organisation that has been serving indivisuals as well as Corporate clients not only from the different cities of India but from across globe for their investment and insurance based solution.The seed of WEAM sprouted in Patna (Bihar) in year 2000 by a group of highly motivated, renowned and respectable financial market professionals to provide ethical and intelligent financial solution in favour of clients and not in favour of company or it?s representatives. The core group comprises of professionals having certifications like CAs, CFPs, MBAs, NCFM, BCSM, NSDL, CDSL, AMFI, NISM, IRDA certified & Software Engineers.

Vision: To get the highest respect in the heart of investors in our Servicing Network Areas.

Mission: Become first in terms of innovative product design, best servicing methodologies & style adopter, intelligent technologies and maintaining the highest degree of ethics in the financial market.

Services Offered: Online & Offline Trading of Share, Derivatives, Commodity & Forex, Depository Services, IPO/FPO, PMS, Portfolio Restructuring, NCD, Bond, Mutual Fund, Tax Saving & Tax Fee income schemes, Tax Planning, Life Insurance, General Insurance (Vehicle, health, Shop, Accidental), Financial Planning, Investment Plan, Retirement Plan, Child Plan, Capital Gain Bond, RBI Inflation Index Bond, Structure Products etcs.

Our Alliances:ICICI Lombard, Apollo Munich, Star Health, SBI General Insurance, National Insurance, ICICI Pru Life, Birla Sunlife Insurance, Sharekhan, Master Capital, Edelweiss, JM Financial, Karvy, SBI Caps, AMCs like SBI, ICICI, HDFC, AXIS, Birla, UTI, Tata, Reliance, IDFC, BOI, Religare, Franklyn, Sundaram, Taurus, Escorts, Mahindra Finance, HDFC Ltd, ICICI Home Finance and many more??.

To have a financial plan for yourself or for your loved ones you may please Call us on : +91(0612) 2221548 or Visit: 502-503, Ashiana Plaza, Budh Marg, Patna 800 001, Email: care@wealthexpert.co.in. if you are from Punjab/HP/UK : You may Please visit/Contact: Panacea, Sarwari Main Road, Kullu 175101 Call # 945 945 945 8 or Email us on : care@moneypanacea.in