About Abnay WealthWise
Abnay WealthWise is a Financial Services company based in Ahmedabad (India) founded in 2005. It offers investment advice, insurance, and advisory services for clients in India. It operates on a B2B model. Abnay WealthWise offers products and services including Investment Services, Insurance Services, and Investment Advisory. Its focus areas include FinTech, Insurance Tech, General Insurance and Policy Distribution. Its legal entity in India is Abnay WealthWise IMF LLP (AAT-0015). Similar companies include Dezerv, Wealthy and ASK Group; 3 of its 3 listed similar companies have raised funding.
Company details
Abnay WealthWise is a boutique firm specializing in integrated investment and wealth management. It delivers client-centric, unbiased solutions for high-net-worth individuals, entrepreneurs, professionals, NRIs, corporate treasuries, and family offices. The firm focuses on long-term investment approaches, risk management, and comprehensive insurance needs. Based in Ahmedabad, India, it emphasizes trust, transparency, and personalized financial planning to support wealth creation and preservation.
- Headquarters Ahmedabad, India
- SectorsFinancial Services
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- Website abnay.com
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- Legal Name Abnay Wealthwise Imf Llp
- Date of Incorporation 21 Jul, 2020
- Jurisdiction Ahmedabad, Gujarat, India
Associated legal entities of Abnay WealthWise
Abnay WealthWise is associated with 2 registered companies on The Company Check; the primary company is Abnay Wealthwise Imf Llp. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Abnay Wealthwise Imf Llp CIN AAT-0015 | Active | 21 Jul 2020 | Ahmedabad, Gujarat | 2 | View details | ||
| Abnay Agency Services Private Limited CIN U65923GJ2003PTC042710 | Active | 01 Aug 2003 | Ahmedabad, Gujarat | ₹0.0 Cr | 2 | View details |
Products & Services of Abnay WealthWise
Abnay WealthWise offers a comprehensive portfolio of products and services, including Investment Services, Insurance Services, and Investment Advisory.
Advises on investment planning and wealth management for clients.
Provides policies for life, health, and general insurance needs.
Offers customized financial plans and risk management solutions.
Board of directors of Abnay Wealthwise Imf Llp (Abnay WealthWise)
Abnay Wealthwise Imf Llp is the primary company behind Abnay WealthWise. The boards of the 2 registered companies of Abnay WealthWise currently have 3 directors; the longest-serving is Bela Basant Maheshwari, appointed in 2003. 2 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Bela Basant Maheshwari DIN 00233131 | Director | 01 Aug 2003 | 23 yrs 3 mo | Abnay Agency Services Private Limited |
| Basant Kumar Maheshwari DIN 00237201 | Designated Partner | 21 Jul 2020 | 6 yrs 3 mo | Abnay Wealthwise Imf Llp, Abnay Agency Services Private Limited |
| Anoli Ashishbhai Shah DIN 08583508 | Designated Partner | 28 Aug 2020 | 6 yrs 2 mo | Abnay Wealthwise Imf Llp |
Similar companies to Abnay WealthWise
Abnay WealthWise has 3 listed similar companies in our database, 3 of them funded. They include Dezerv, Wealthy and ASK Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. | |
| askfinancials.com | 1983 | Mumbai, India | $125M | 191 | Asset & wealth management platform |
Detailed similar companies of Abnay WealthWise
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Top companies in Insurance & Risk Management
3 companies that operate in the same segment as Abnay WealthWise (Insurance & Risk Management) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Health insurance plans are offered for individuals and families. | 2006 | Chennai, Tamil Nadu, India | USD 783.29 M | USD 1.9 B | 15,820 | |
Life, health, and general insurance services are provided across India. | 2001 | Mumbai, Maharashtra, India | USD 306.52 M | USD 2.88 B | 16,700 | |
Financial solutions including loans and insurance are offered. | 2007 | Pune, Maharashtra, India | USD 15.24 B | 126 |
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Frequently Asked Questions about Abnay WealthWise
Abnay WealthWise was founded in 2005.
Abnay WealthWise is headquartered in Ahmedabad, India. It is registered at Ahmedabad, Gujarat, India.
Abnay WealthWise is a boutique firm specializing in integrated investment and wealth management. It delivers client-centric, unbiased solutions for high-net-worth individuals, entrepreneurs, professionals, NRIs, corporate treasuries, and family offices. The firm focuses on long-term investment approaches, risk management, and comprehensive insurance needs. Based in Ahmedabad, India, it emphasizes trust, transparency, and personalized financial planning to support wealth creation and preservation.
Abnay WealthWise offers Investment Services, Insurance Services, and Investment Advisory.
Abnay WealthWise is associated with 2 legal entities: Abnay Wealthwise Imf Llp, Abnay Agency Services Private Limited.
The legal entities of Abnay WealthWise currently have 3 directors, including Anoli Ashishbhai Shah, Basant Kumar Maheshwari, Bela Basant Maheshwari.