Founded by Mr. Anup D. Naik, a Certified Financial Planner (CFP), A D Naik Wealth is a financial services firm based in Belagavi, Karnataka. The company is registered with SEBI as an Investment Adviser and with AMFI as a Mutual Fund Distributor. Its core mission is to provide personalized, goal-based financial planning and investment solutions to help clients achieve long-term financial security and wealth creation. Services include comprehensive financial planning, mutual fund distribution, insurance advisory (life and health), and portfolio management services (PMS) distribution.

Founded in

India