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At Manavi Wealth®, our mission is to provide our clients with the comprehensive, competent, customised and classy solutions in Wealth Creation and Wealth Management areas using Mutual Funds & Portfolio Management Services(****). Along with Risk management tools like Term Insurance,Personal Accidental Insurance(Disability Insurance), Health Insurance ( Mediclaim Insurance) and Travel Insurance.
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Financial Planning is a process that determines how you can best meet your life goals through the proper wealth management of your financial affairs.
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WE Family Offices is a different kind of wealth advisor. WE stands for Wealth Enterprise, we work with UHNW families to manage their wealth as a business.
Private banking, wealth industry analysis, commentary and insight
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This web site has been designed to help our individual and corporate clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.
Ahmed H Zaki, CPA, PC
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LPL Financial
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Jason Hooz, New York Life
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KPL Financial Group
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Financial Planning for Individuals and Small Business
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