ABOUTUS
Wealth Bricks was incorporated in the year 2016. Presently our firm has 500+ satisfied clients across India and abroad.
Wealth Bricks is present in Navi Mumbai and Hyderabad. We help clients to achieve their Financial Goals with effective and smart investment planning using State-of-the-art technology platform partner Fundzbazar. We are channel Partner to Prudent Fundzbazar; which has pan India presence and it is one of the biggest national distributors with presence in 34 states and more than 600+ cities. Wealth Bricks - Prudent combination helps you with growing your financial dreams.
We are certified Mutual Fund Advisor and Insurance Consultants recognized by the AMFI and IRDA. We offer comprehensive Financial Advisory Services with Risk Management. We use our knowledge of taxation, risk – reward ratio to analyse insurance and investments requirements. This helps you stay with a suitable product for Long-Term. Our core purpose is to provide simple financial solutions.
The mission of our firm has never changed: to provide full-service financial planning through education and collaboration, with candid independent advice based on each client’s unique circumstances. Put more simply, our goal is to use our skills to give you the freedom to live your life without worrying if you are on the right path, financially. It’s about more than money!
OUR TEAM
EXECUTIVE MANAGEMENT:
Managing Director: Mr. Mohammed Akbar Gani
Founder of Wealth Bricks Advisory Services. Master is Business Administration with Banking and finance specialisation, more than 15 years of experience in financial service industry. Experience of working with leading Mutual Fund distributor at regional and national level before establishing the advisory firm. NISM certified, AMFI and IRDA registered.
Particular area of focus are tax strategies and asset allocation for each client’s unique situation. Also serves as Wealth Bricks Chief Investment Advisor.
Non-Executive Director : Arjumand Khanam
Having an experience over 10 years in Software Development. She takes responsibility to teach value education and enhancement of knowledge which are mandatory for the customer retaining. She is a BSc and MBA Finance.
CORE TEAM:
Regional Head for Insurance: Mr. Sudeep Nagpure Having an experience over 6 years in the Financial Services Industry. He is responsible for Insurance Advisory and Risk Management. He is a MBA and holds Insurance Broking License
Business Development Manager: Mr Naveed Hussain
Having an experience over 3 years in the Financial Services Industry. He is responsible for Investment Advisory and Portfolio Management. He is a BCom graduate, NISM certified and pursuing MBA.
Business Development Manager: Mr Ganesh Chandra Behera
Having an experience over 5 years in the Financial Services Industry. He is responsible for Investment Advisory and Portfolio Management. He is MBA graduate and NISM certified.
Business Development Manager: Mrs. Divya Maneesh (Location Kerala)
She has prior experience as Relationship Manager in Muthoot Finance and has an MBA Finance degree from Kerela. She is currently located in Calicut and will be primarily working with Kerela based clients.
Having an experience over 5 years in the Financial Services Industry. She is responsible for Investment Advisory and Portfolio Management.
Business Development Manager: Mohammed Shadab
He has prior experience as Virtual Relationship Manager with leading Mutual fund distribution company and pursuing MBA degree from Osmania University.
With an experience of over 4 years in the Financial Services Industry his primary role is to assist on Investment Advisory and Portfolio Management.