Customized Financial Advice
Create a New Way of Better Investment using our Expert Financial Advice to achieve your personalised goals.
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What We Do
Services we
Services we
Provide
It’s Your Future: Build a Financial
Picture That Fits Your Goals
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Picture That Fits Your Goals
About Us
Drive Your Journey to a Happier
Financial Future
Affluent is an investment advisory services company based in Ahmedabad, with proficiency in diverse financial services and a network in a complete range of wealth-related solutions.
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Our teams have immense experience across financial markets. We are a highly reliable financial and accounting services firm promoting customer relationships through effective finance planning solutions, insightful tax consulting, audit, and saving services.
What We Offer
The best business consulting firm you can count on!
IPO
(Initial Public Offering)
Mutual funds
(Lumpsum/ SIP)
Portfolio Management
Services (PMS)
Alternative Investment
Fund (AIF)
Bonds/NCD/Debentures/
Fixed deposit
Home
loan
Our Wealth Advising team can help you to
Bring A New Experience To Your Investment
Helping Hands
Testimonials
The company services and policies are highly specialised. I got responses all time to my queries swiftly. I am satisfied to select Affluent Fin-Tech services for investments and tax planning for my family.
- Anish Jaiswal
I am extremely grateful for the exceptional financial services and guidance provided by Affluent Fin-Tech. Their expertise and innovative solutions have greatly improved my financial well-being, and I highly recommend their services to anyone seeking top-notch financial assistance.
- Sanju Mertia
I’m so grateful for this amazing financial services company! Their personalized recommendations and expertise helped me make smart financial decisions and see real progress towards my goals. Highly recommended!
- Vatsal BrahmbhattFrequently Asked Questions
We offer a wide range of financial services, including investment management, retirement planning, insurance, private equities, tax planning, and estate planning. Our services are tailored to meet the unique needs of each client.
Our fee structure varies depending on the type of service and the client’s needs. We offer both fee-based and commission-based services. Our fees are transparent, and we will discuss them with you before beginning any work.
Our minimum investment amount varies depending on the service and the client’s needs. We work with clients of all sizes and are happy to discuss your specific situation with you.
We recommend meeting with our clients at least once a year to review their portfolio and discuss any changes in their financial situation. However, we are available to meet more frequently if needed.