WeDiligent Financial Services
Financial Services - Pune, Maharashtra, India
WeDiligent Financial Services Employees
WeDiligent Financial Services Senior Management
WeDiligent Financial Services Details
A financial service firm dedicated to diligently partnering with you, on your wealth creation, preservation, and transmission journey- we persistently provide mathematically-led financial solutions- creating a bespoke economic plan for you and your family. With a vision to manage generational wealth for each of our clients, we give timely and needful wealth management advice that looks into wealth protection, family succession planning, and asset transfer. In the simplest of forms, the ‘We' in WeDiligent stands for OUR CLIENTS + US. It is with this very notion that we curate holistic financial strategies for all our clients, working with the utmost consistency and keeping ourselves constantly updated with the latest know-how of the financial world. At WeDiligent, we are a dynamic team of 5, geared towards defined investment solutions that generate a rewarding Financial Strategy. Onboard our diligent team are Chartered Accountants, professionals handling the Derivatives Desk, a Real estate consultant, and a senior advisor, fellow Company Secretary & Graduate in Law- whose experience ranges across MNC banks like Deutsche Bank, HSBC, Standard Chartered Bank, EFG (Swiss Bank) as well as Anand Rathi Wealth. Our Founder, Mr. Amol Mane, is a financial strategist who has had the opportunity of handling major HNI as well as every individual client whilst specializing in investment avenues, with assets like equity and debt, insurance, and rendering sustained advisory services for securing high ROI. The list of services we diligently offer include:Wealth Creation: Fruitful Financial investments and Tax planning Wealth Preservation: Private Family Trust creation, Estate Planning/ Will creation, and Succession planningRisk Mitigation: Term Insurance and General InsuranceStaying in Tandem with your financial needs, we add value with the means of:1. Efficient tax management solutions to minimize tax2. Real estate solutions3. Existing portfolio analysis
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