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Who We Are
Beena Sanghrajka [Founder & CEO]
Practicing Wealth Consultant since 26 years, with expertise in providing Insurance and Investment solutions.
A Certified Financial Planner (CFP), which is a prestigious & internationally accepted Financial Planning qualification recognized and respected by global financial community.
Qualified as a Registered Financial Consultant (RFC) which is a professional designation awarded by the International Association of Registered Financial Consultants.
12 times Qualified member of MDRT (USA) & 2 times Qualified member of COT (USA) which is recognized internationally as the standard of excellence in the Life Insurance of India.
Qualified member of Association of Mutual funds of India (AMFI)
Qualified Chairman Club Member
M.Com and B.Com University Rank Holder
A Wealth Advisory organisation like us coordinates inputs of Certified Financial Planners, Fund Managers, Bank / FII Managers, Tax Consultants, Chartered Accountants and Legal advisors to provide optimum wealth solutions.
Sandip Modi
“She is a sincere, thoughtful and professional wealth planner. Throughout the whole period of working together, the advice that she has provided was always well-organised and straight to the point. There was no fluff and everything was transparent. Not only were her comparisons thorough and detailed, she uses clear strategies which always gives us very helpful suggestions on what we should and should not do.
We are pleased to have her as our adviser and fully entrust our risk management and retirement planning to her.”
Kishor Sanghrajka
“ I have been with Mrs. Beena for the past two years. Professionally, she is competent, knowledgeable and has a holistic approach to financial planning. She listens well to her client’s needs and is able to recommend products accordingly. She is a patient, approachable person and not pushy. She is always diligent in her responsibilities where She keeps me updated on trends, financial situations and provides me with options. Since knowing her, I have seen growth in my investments. I have greater peace of mind, knowing that my financial needs are managed professionally and with care.”
Sandip Modi
“She is a sincere, thoughtful and professional wealth planner. Throughout the whole period of working together, the advice that she has provided was always well-organised and straight to the point. There was no fluff and everything was transparent. Not only were her comparisons thorough and detailed, she uses clear strategies which always gives us very helpful suggestions on what we should and should not do.
We are pleased to have her as our adviser and fully entrust our risk management and retirement planning to her.”
Kishor Sanghrajka
“ I have been with Mrs. Beena for the past two years. Professionally, she is competent, knowledgeable and has a holistic approach to financial planning. She listens well to her client’s needs and is able to recommend products accordingly. She is a patient, approachable person and not pushy. She is always diligent in her responsibilities where She keeps me updated on trends, financial situations and provides me with options. Since knowing her, I have seen growth in my investments. I have greater peace of mind, knowing that my financial needs are managed professionally and with care.”
Sandip Modi
“She is a sincere, thoughtful and professional wealth planner. Throughout the whole period of working together, the advice that she has provided was always well-organised and straight to the point. There was no fluff and everything was transparent. Not only were her comparisons thorough and detailed, she uses clear strategies which always gives us very helpful suggestions on what we should and should not do.
We are pleased to have her as our adviser and fully entrust our risk management and retirement planning to her.”
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