Our Story

"Begin with the end in mind."

The two timeless quotes sums up clearly what makes us at Anant Wealth Solutions unique financial services & solutions partner for your financial well-being.

These two quotes serve as our foundational principles and define our unique and holistic approach to helping our clients achieve the financial stability they seek now and in the future.

Prior to starting this company, when we set out to get our financial house in order, we came across many financial advisors who wanted to sell us on what they had- instead of focusing on our needs and wants. We weren't satisfied, as we felt pushed to purchase a product instead of investing in our future…

Finally, we met a team of financial professional who helped us understand various financial concepts and provided solutions that exceeded our expectations. Taking that inspiration and guidance from this team as our mentors, we set up our sails, following the system and methodology we worked with as clients.

With laser-sharp focus on our client's objectives, we have developed our holistic system that delivers stellar performance in protecting and maximizing their wealth. In this systematic approach we educate our clients on key financial concepts pertaining to their situation, then work with them in developing the goal-based vision of their wealth. Finally, we propose personalized solutions to achieve goals and track them year over year.

At Anant Wealth Solutions, we strive to establish life-time partnerships with our clients, so that we can advise on any course adjustments to ensure that we consistently meet our clients changing needs.

As licensed and independent financial service providers, we work with extensive portfolio of products from industry's top rated companies. This helps us focus on our clients needs and design a customized plan for their financial well-being – bringing value to their money!

Unlocking Financial Freedom: My Journey from Teaching to Wealth Management

Imagine a world where everyone understands finance. This vision inspired my shift from teaching to digital marketing in the financial sector. Captivated by a friend's financial knowledge, I realized the value of financial literacy and saw the potential to help others.

At Anant Wealth Solutions, we prioritize our clients' well-being. We listen to their financial stories and goals, then offer tailored solutions. Our team is committed to earning their trust and providing effective financial guidance.

I partner with Shishir and Minaz Rege in expanding our reach through social media, ensuring more people benefit from our expertise. As licensed, independent financial professionals, we collaborate with various product providers to deliver the best options for our clients.

Join us at Anant Wealth Solutions, where your financial well-being is our mission. Let's secure a prosperous future together.