• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

TheWealthWisher (TW2)

Financial Planners I Online Financial Planner in India I Wealth Manager I Personal Finance Advisors I NRI Investments I NRI Wealth Management I NRI Financial Planning I Online Investments I Direct Plan Mutual Funds

  • Home
  • About
    • The Story Behind TW2
    • Team@TW2
    • Our Process
    • Why WealthWisher Financial Planners & Advisors
    • Point Of View
    • Basics of Financial Planning in India
  • Articles
    • Financial Planning
    • Behavioral Finance
    • Insurance
    • Mutual Funds
    • Tax
    • Value Investing
    • Retirement
    • Banking
    • Product Reviews
    • NRIs
    • NPS Annuity
    • Stocks
    • Real Estate
    • Tips & Tricks
    • Miscellaneous
  • All Services
  • Online Financial Planning
  • Wealth Management Service
    • WMS for NRIs – Manu
  • Financial Tools
    • Financial Heath Check
    • Financial Fact Finder
    • Goal Based Planning
  • SEBI RIA
    • Who Is a RIA
    • SEBI Registered Individual Adviser – SEBI RIA
    • WealthWisher Financial Planners & Advisor’s Credentials
    • Investor Charter for Investment Advisers
    • Compliance Page
  • Downloads & Calculators
    • Monthly Articles EBooks
    • Media
  • FAQs: FP & WMS
  • Avail Services
    • Testimonials
  • Contact
    • Contact Us- WealthWisher Planners & Advisors
    • Schedule a Call/Meeting/VC
    • Ask Us
  • Login For Clients
  • ITR Filing
TheWealthWisher Investor Presence

Team@TW2

                                                                                                                                                WealthWisher Team Madhupam Krishna- SEBI RIA
Founder & Head – Advisory and Engagement 
Madhupam is a seasoned 20 years + Personal Finance Expert leading the WealthWisher Team.  He has worked with several Indian & MNC personal finance companies (Check my Linkedin Profile for details). Dedicated to helping young adults achieve financial greatness, Madhupam works with Individual Clients and Institutions sharing his fresh and timely advice.He has built a robust track record of successful initiatives and enduring relationships founded on strong values and ethics. His views and articles are published on internet/prints on a regular basis. (Check TW2@media). He is also a member of The Financial Planners’ Guild, India (FPGI), an association of Practicing Registered Investment Advisors & Certified Financial Planners.He is a voracious reader with a deep interest in politics & movies.
 WealthWisher Team Anukriti Sharma
Head – Relationships and Services 
As it’s commonly experienced, no industry can service without the excellent service- Anukriti is the backbone of this excellent service that we provide our clients. Anukriti is a keen learner and loves to explore new technologies and ways to enrich the customer experience. She is a Post Graduate, from Miranda House, Delhi University, who believes in continuous learning while on the job. She is working on bringing in fresh thought process in improving the back end applications. You can describe her as Die-hard Health freak and can be seen regularly running on tracks & exercising.
TW2 Team Kapil Shingari

Key Relationship Manager & Planner We take pride in the way we support our clients, and Kapil is responsible for this with his never ending flow of energy. He is the man behind many of our support initiatives, insurance research and tax related solutions. His initiatives have helped us stay ahead of the industry. A free thinker, mostly quiet Kapil can be seen reading business strategy in his free time.

We are also supported by 2 full-time staff members taking care of transaction services, administration & research.

Print Friendly, PDF & Email

Primary Sidebar

Recent Posts

  • Income Tax Filing for NRIs in India May 6, 2025
  • How NRIs Can Invest in India & Maximize Profit April 23, 2025
  • Investing in the Name of a Child? Understand the Regulations April 8, 2025
  • 3 Convenient Ways to Invest in NPS March 26, 2025
  • Comprehensive Guide for First Time Home Buyers March 3, 2025
  • Financial Planning for Merchant Navy Sailors February 17, 2025

Categories

  • Banking (76)
  • Behavioral Finance (91)
  • Budgeting (37)
  • Fixed Income (46)
  • Insurance (74)
  • Miscellaneous (78)
  • Mutual Funds (107)
  • NPS Annuity (31)
  • NRIs (83)
  • Product Reviews (51)
  • Real Estate (25)
  • Retirement (40)
  • Slider (36)
  • Tax (86)
  • Tips & Tricks (82)
  • Value Investing (27)

Latest Comments

  • Rajeev on Taxation on NRI Fixed Deposits
  • The Transitionist on Importance of Financial Planning for Women
  • Madhupam Krishna on Dividend or SWP – What Will You Choose?
  • Rajeev on Dividend or SWP – What Will You Choose?
  • Madhupam Krishna on RBI Retail Direct Scheme – Complete Details

Popular Tags

basics of financial planning basics of life insurance equity infographics investing tips investment investment musings investments mutual funds savings
  • Personal Financial Calculators
  • Basics of Financial Planning in India
  • Personal Finance Basics for Beginners
  • Privacy Policy
  • Wealth Management Jaipur
  • Online Mutual Fund Account With KYC
  • Income Tax Returns Filing (ITR Filing)
  • Wealth Management Service NRIs – Manu
  • FAQs on Financial Planning & Wealth Management Services

WealthWisher Financial Advisors (Also referred as The wealthwisher.com or TW2) is an Advice platform, where we help an individual, managing personal finance in easy and smart manner & taking informed decision . The person managing WealthWisher Financial Advisors Mr. Madhupam Krishna is a SEBI registered Advisor. Post advise, one can execute transactions with your banker, stock broker or agent/ financial intermediary. We also offer transaction services through various associations, at a substantially lesser cost to our clients, as compared to other financial intermediaries, so that you start your financial plan with savings. WealthWisher Financial Advisors may earn commission or distributor incentives for providing transaction services or referring customers with third party service providers as per customer’s agreement. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by WealthWisher Financial Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The products discussed or recommended here may not be suitable for all investors. Investors must make their own informed decisions based on their specific objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, customers may please note that neither WealthWisher Financial Advisors nor any person connected with any third party companies or service providers of WealthWisher Financial Advisors, accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an action. Stocks in the equity portfolios are filtered at various levels. Initially, the stocks are filtered on the basis of the size of the company and the sector of the company. The company's fundamental parameters are tested using various parameters related to inventory days, employee cost, power cost, taxation etc. Finally, the volatility in the price performance as well as the future growth prospect is viewed and accordingly the stocks are classified in various portfolios. While building Mutual funds portfolio, factors like size of the funds, the historical performances (return) of the schemes, expenses ratio ,the sector in which the scheme invests and volatility are considered.
© 2025 Copyright, All Rights Reserved.Design and Developed by Cazablaze

 

Loading Comments...