What is Wealth Acumen Investment Services?
Wealth Acumen is a financial services platform that helps individuals invest in the stock market and mutual funds with confidence. We are an authorized channel partner of Angel One Ltd., offering access to research-backed investment tools, education, and client support.
Are you SEBI registered?
We are not SEBI-registered as an Investment Advisor or Research Analyst. We operate as a channel partner of Angel One Ltd., which is a SEBI-registered stockbroker.
Do you provide stock recommendations?
No, we do not provide independent stock recommendations or personalized investment advice. Any research reports or market insights shared by us are sourced directly from Angel One’s official research desk.
What services do you offer?
- Stock market investing through Angel One
- Mutual fund investments (both online and offline available)
- Research content sourced from Angel One
- Basic investment education and awareness
- Client onboarding and support
How do I open a Demat and Trading Account with you?
You can open a Demat & Trading account with Angel One through our referral link. We’ll guide you through the process and assist with KYC and setup.
Do you charge any fees for your services?
We do not charge clients directly for our services. We earn commissions from Angel One and mutual fund companies. There are no hidden charges from our side.
Is my investment safe?
All investments are made through trusted platforms like Angel One and SEBI-registered AMCs. However, market investments are subject to risks. We always recommend investing based on your risk profile and financial goals.
Do you offer investment courses or training?
At the moment we do not offer courses or training but we provide webinars conducted by AMC’S and Angel one, and may soon launch structured stock market learning programs for beginners and young investors.
How can I get in touch with you?
You can contact us via WhatsApp, Instagram, or email. We’re always available to assist with your queries and investment needs.