At Taxationwealth we provide you with wealth management services by adopting a personalized advisory approach in order to achieve ones financial goals effectively and efficiently.
Facilitating different investors by making available digital platforms and a complete range of solutions that compliment our advisory services.
Our tagline is ”Your success is our business” which highlights the importance of excellence in our work in different genres.
We provide a wide variety of services which includes providing our clients a regular income source through the medium of Fixed Deposits, Investment services like Mutual funds for personalized growth while providing financial planning services to facilitate their financial goals and transferring financial risks through adequate insurance solutions.
Composition of team – A mix of team members from Gen-X to Gen-Z specialists in different genres.
Charanjit Ahuja is a practising tax consultant in the finance industry for more than three decades now and believes in doing what it takes to do the things in the right way. Whether it’s cricket or financial news, if it’s happening he wants to know about it.
From VAT to GST, no matter how much transitions their have been in the industry, he has managed to successfully study & survive them all.
Sourav is a admirer of Warren Buffett, a financial planner and has a keen interest in financial education. He strongly believes in financial awareness.
With an experience of more than 4 years in the finance industry, he believes in moving forward with others as a team by keeping a united front.
Gourav is a web developer & has a deep interest in graphic designing.
He has been providing accounting services in the finance industry for more than 4 years and believes in doing certifications, collecting factual data and being on the path of learning to take one step at a time towards climbing the ladder of success.
He holds a certification in digital marketing from Google and is currently pursuing RIA (Registered Investment Advisor) certification from SEBI.
Dr Pawan Kumar Garg
Dr. Pawan Garg believes in enhancing his skills by keeping his treasure of knowledge on point and intact.
He has been torturing data and making it confess facts since 12 years in the financial sector.
It may be analyzing fundamentals of equity or helping investors to stay focused on the track of achieving their goals, he likes to stay sharp and do it all like a pro.