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ABOUT US

Knowledge they say becomes profound and perceptive with time. We believe it’s true, for our in depth understanding of the financial markets and study of financial products has made our advice even more assuring to our customers. We follow no trend, we trust no gimmicks. Our advice is based on hard research and facts & figures. We believe the customer’s need is of prime importance. The customer’s goals & objectives and the time period set to achieve these goals drives our suggestions. Our counselor’s advice is purely constructed around in depth analysis of the customer’s life. Multiple financial products & services availability under one roof and more than anything else, the feeling of togetherness amongst our team and our customers has made Investor Paradise a synonym of Success, Wealth & Confidence.

We welcome you to the Family!

In order to move with the changing times as well as to offer you better and seamless services at all point of time, AP Wealth Managers has always adopted new technologies to create new product offerings and making investments a better experience.

PROMOTER – ALOK PRASAD

AP Wealth Managers has been conceived by Alok Prasad. Prior to setting up AP WM, Alok has been associated with the Wealth Management industry for over 12 years in various capacities – most recently associated with the Reliance Mutual Fund handling Acquisitions, Strategic Planning, New Business Initiative, and Relationships. Alok started his career with ICICI Prudential Life Insurance, Pune (Maharastra) in 2004 and then moves on with the leading banks  HDFC and AXIS for handling the Wealth Management at various locations. In 2007 Alok joined Principal Financial Group in various capacities and locations, His last assignment with the Principal MF was at Mumbai handling Corporate clients for the AMC. Alok has developed a firm understanding of the complexities of domestic financial market.

Mr. Alok Prasad has done his MBA from International School Of Business & Media, Pune.

VISION STATEMENT

AP Wealth Managers believes in attaining customer satisfaction, on continuing basis, by providing highest standard of financial services in India. The philosophy  is to provide services to clients after assessment of their profile, needs and risk-appetite.

The basic work theme at APWM is:

  • Dedicated, competent and honest team of professionals
  • Customer centric work environment
  • Insight of customers’ perspectives
  • Strong research base
  • Clear understanding of applicable laws
  • Consistency and passion to excel
  • Technology savvy

MISSION STATEMENT

To become a credible financial services company, continuously educating investors and assisting them in creating abundant wealth with peace of mind on the investment front.

 

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