\r\n Capbuzz Wealth Private Limited, led by Ankit Pareek, is a trusted financial services firm committed to empowering individuals and families to achieve their long-term financial goals. With over 10 years of experience in the financial advisory industry, we specialize in providing comprehensive investment solutions that are tailored to meet the unique needs of each client. Our philosophy revolves around transparency, integrity, and a client-centric approach, ensuring that every recommendation is aligned with your financial objectives, risk appetite, and investment horizon. \r\n
\r\n\r\n Our expertise spans across mutual fund investments, fixed income products, wealth management, retirement planning, and tax-efficient strategies. We believe in a holistic approach to financial planning, regularly reviewing and rebalancing portfolios to maximize growth while minimizing risks. By combining market knowledge with personalized advice, we aim to simplify the investment journey for our clients and help them build a secure and prosperous future. \r\n
Years of Financial Expertise
Clients Served with Trusted Investment Advice
Customized Wealth & Investment Solutions
Our mission is to simplify investments, provide transparent financial advice, and empower our clients to achieve long-term wealth and financial security. We aim to deliver personalized solutions that align with each client’s unique goals, helping them navigate complex financial markets with confidence and clarity.
Our vision is to be a trusted financial partner for individuals and families, recognized for excellence, integrity, and innovation in wealth management. We strive to create a future where every client can achieve financial freedom, secure their legacy, and make informed investment decisions with peace of mind.
Founder & Lead Investment Consultant
Co-Founder & Investment Consultant
Investment Professional & Mutual Fund Advisor
Master’s in Data Science
Masters in Lib.Science and a certified life insurance partner
Chartered Accountant (CA)