Etica Wealth (P) Ltd
Financial ServicesView the employees at
Etica Wealth (P) Ltd-
Janav shah CFP HOLDER / CFA LEVEL 2 PASSED
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Mumbai, Maharashtra, India
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Rising Star
Ronak Thakur Operation Executive-
Rising Star
Aagam Lodaria, CWM Ética Wealth Private Limited Wealth Manager | QPFP Practitioner-
Mumbai
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Rising Star
Nishit Panchal Chartered Wealth Manager (CWM) || Bachelor in Financial Market Graduate-
Mumbai, Maharashtra, India
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Rising Star
Gajendra Kothari, CFA One Idiot | MD & CEO, Etica Wealth | Personal Finance Professional | Tech Lover | Financial Literacy campaigner-
Mumbai, Maharashtra, India
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Top 10%
Overview
The word 'Etica' comes from a Spanish/Portuguese language, which means Ethics. "Ethics before Everything' is our philosophy at work. We advise only those actions which we implement for our own portfolio. All we look for is how many happy clients are we serving. We strive to be the clients' most trusted advisor by transparent dealings, focused on clients primary interests. Integrity for us means being unbiased by distorted incentives & being independent in our analysis & recommendations. In nutshell, we pride ourselves only on two hallmarks: 1. Honest Advice 2. Quality Service Our Philosophy: • Keep clients' interest ahead of ours • Service to clients independent of any Bank, Mutual Funds or Insurance affiliations • Ensure confidentiality of clients' data • Educate & empower clients to make smart financial decisions • Service to clients in a timely fashion • Help our clients' achieve financial freedom The USP of Etica Wealth is aptly described in the words of Zig Ziglar, American author, salesperson, and motivational speaker. "The most important persuasion tool you have in your entire arsenal is integrity."
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