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Genext Wealth Advisors

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India

Founded in

2015 (10 Years)

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Get to know Genext Wealth Advisors

Genext Wealth Advisors is a SEBI Registered Investment Advisor (RIA) based in Mumbai, India, founded by finance professionals Mr. Viral Shah and Mr. Ankit Pansari. The firm specializes in providing unbiased, holistic, and personalized financial planning and wealth management solutions. Their core mission is to help clients achieve their financial goals through comprehensive services including retirement planning, investment management, insurance advisory, and tax planning, effectively acting as a personal CFO for their clientele.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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