About Us
We are pleased to introduce Proficient Wealth, your dedicated partner in financial success. For the past 15 years, we have been committed to helping our clients navigate the complexities of wealth management (investments). Our foundation is built on deep expertise, with our promoters each bringing over 25 years of experience in the financial industry.
At Proficient Wealth, our endeavor is to demystify the journey of wealth creation, preservation, and transfer. We believe that sound financial strategy should be anything but complicated. Our core philosophy is to make this journey “simple and predictable“—simple through clear advice and processes, and predictable by ensuring consistent, disciplined strategies designed for long-term stability and predictable results.
We look forward to helping you achieve your financial goals with confidence and ease.
Brief Detail of Partners
Mr. Ankit Shah
- Founding Partner of Proficient Wealth
- Over 25 years of experience in capital market
- Ex-Chief Executive – Wealth Management, Wealth First Portfolio Managers Pvt. Ltd.
Mr. Piyush Maru
- Founding Partner of Proficient Wealth
- Over 25 years of experience in capital market
- Ex- Chief Executive – Fixed Income, Wealth First Portfolio Managers Pvt. Ltd.
To redefine the wealth creation journey by replacing complexity with simple and predictable strategies, ensuring our clients feel confident and secure in their financial future.
To serve as the trusted partner who simplifies the complexity of investing into a clear, methodical plan, making the journey to wealth creation and financial independence feel effortless and automatic for every client.