Wealthmax Financials is an evolving, emerging & enterprising proprietary of Amal Magazine with its roots in the financial services sector. Established in year 2003, Wealthmax Financials is engaged in spreading awareness about the right way of taking financial decisions by educating populace about concept of financial planning.
Since beginning, our focus has been to provide clean and unbiased advice to our customers which has not just helped us to sustain in the competitive market but also helped us to earn customer’s loyalty. Our experience in financial services, combined with execution capabilities and strong process & system orientation has enabled us to shape a rising growth trajectory in our business.
We believes in offering unbiased customer centric advice to our clients. To carry our business philosophy forward, we have association with India’s leading financial product distribution company NJ India Invest. ‘NJ’ as a financial powerhouse manages assets of about Rs. 25,000 crore of approx. 12 Lac customers across India. In association with NJ India, we promote the concept of financial planning as Sampoorna Suraksha.
Our expertise is in understanding Salaried Individuals profile and adhere to this segment of market.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Why Us?
What makes us different?
Our focus is on understanding your personal objectives, before recommending actions/ products you may need to take to achieve them. We take the time to get to know you, and see things from your point of view. This way we can help you think through what you want from your finances – and what you may need. We will look at all areas of your financial affairs, such as your investments and savings, protecting against unforeseen life events, planning for your retirement and passing your wealth on to the next generation. With advice that is personal to you, we can help you strengthen your overall financial position, stay in control of your finances and make better, informed decisions.
Offering a service, not just products
Our role is to guide you by giving all the facts and help you to make informed choices. With numerous products available in financial market it becomes challenging for financially inexperienced people to make the right choice. Our approach is honest and open.
We are not number driven
We at Wealthmax Financials don’t believe in setting number targets in terms of products/ premium or ticket size either for the company itself or for our employees.
We strongly promote the healthy relationship concept in our company and our growth targets are based on number of lives we are associated with.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Amal Magazine is the founder of Wealthmax Financials. With more than 10 years of experience in financial industry, he is advising his clients on investments and financial planning for creating and maintaining wealth they need to sustain their ideal lifestyle, today and in future.
Amal is amongst the very few in India to satisfactorily complete all requirements to attain the title of Life Underwriter Training Council Fellow(LUTCF) from The American College, Pennsylvania, USA.
For demonstrating commitment to achieve the highest standards in professional education and ethics, and fulfilling the requirements The American College, U.S.A. and The International Academy of Insurance and Financial Management, India awarded Amal with “Certificate In Professional Ethics and Compliance”.
Financial Planning Standard Board, India has awarded him the designation of Associate Financial Planner (AFP). He Has also been a registered member of Million Dollar Round Table (MDRT-2005).
Graduate in Business Administration, he has a vast client base in spread across various cities In India & abroad. In addition, with influential oration and teaching skills he has developed core competence of training and up-skilling people on financial products and selling proficiency.
