About Wealth Traits
At Wealth Traits Financial Planners, it's all about your best interest. All our Advisory revolves around you, not products.
You are in a noble profession. You trade your time to ease people from pain and suffering. In that process, you are unable to spend enough time on your personal finance matters. We completely understand your profession, your needs. We specialise in providing the right financial solutions for Doctors - from lifestyle to retirement, which is critical to protecting and maximising personal wealth.
Why Us
Client-Centric Approach
Our Advisory starts and ends with YOU. Our Advisory focuses on things that matter most to theClient, not products. We understand that no two individuals' needs, resources & risk profile are not the same. We provide unbiased solutionsthat best fit your needs. We maintain a one-to-one relationship with you and monitor the implementation and progress of the plan.
Unbiased Advisory
We cut through the financial information clutter and extend ourprofessional, independent advice. To avoid conflict of interest, we offer a fee-only service which means that we work only for you and in your best interest. This ensures that the advice is rational & unbiased. Say no to fat commissions, excessive charges, hidden fees and unsuitable products.
A Fiduciary Partner
Today, almost every financial intermediaries call himself a financial advisor. But, not all financial advisors are fiduciaries. We're a SEBI registered investment advisor. With the fiduciary level of care overseen by SEBI, we enforce robust processes for planning, ensuring proper risk alignment, the suitability of products recommended, documentation, disclosures & transparency.
Curated Unlimited Choices
Our advisory strength lies in our intense research. We continuously explore, analyseand research different products or solutions that suit clients unique needs and which offers the best value. Since we do not represent or sell products of any financial manufacturer or intermediary, you invariably get the unlimited curated choices.
Fee-Only
We provide fee-only advisory solutions to individuals. We do not sell financial products & not receive any commission, fees or other compensation from any third-party for the solutions/product we recommend. We believe this eliminates conflicts of interest and assuring the objectivity of our recommendations.
Our Values
We rely onthe ethical foundation that financial advice should be unbiased and on Client's best interest. To avoid conflict of interest, we are a fee-only service provider, not involved in a commission earning product sales.
The personalised advice is professional, well researched, value-driven, trustworthy and is always client-centric.
Abubakr Siddique A G has been in the Financial Industry since 2004 and founded Wealth Traits Financial Planners in 2009, having found that there is a tremendous value to be created for individuals by providing unbiased, client-centric financial advice and wealth management solutions.
He has a 'Masters in Psychology', and practising'Certified Financial Planner' (CFP) for 12 years.This great combination gives hima clear edge in understanding the clients' behavioural traits and deliver proper personal financial solutions. He is very passionate about personal financial management, financial literacy. He believes in giving unbiased, wealth advisory.
Fiduciary Standard of Care
The fiduciary care is the highest standard of care which an advisor could offer. We follow this fiduciary standard and are called Fiduciaries.
Who Need our Services?
1. Do you lack a clear direction & action plan in managing your investments and finances?
2. Are you time deprived to focus on your personal finance?
3. Do you think you are getting poor investment advice from your current financial advisor?
4. Do you think your advisor is not acting in your best interest, selling you expensive and inappropriate investment products?
5. Do you think the products your advisor recommends you are worthless and are aimed at getting exorbitant commissions for him?
6. Do you want to work with a financial planner who intimately understands your situation & gives unbiased Advisory?
7. Are you frustrated with the endless cash flow issues?
8. Are you looking for fiduciary Advisory?
9. Are you looking for a trustworthy advisor;
- Who acts in your best interest,
- Gives you objective advice,
- Who works based on investment philosophy
- Giving solutions based on research and analytics, not on guesswork and speculation
If your answer is Yes to any of these questions, reach us to overcome your most significant personal financial and investment challenges.