Canny Associates Pvt. Ltd. (CAPL), herin after called as “Canny Wealth” was incorporated in May 2015 under the name Canny Wealth Management Pvt. Ltd. (CWMPL), and is headquartered at Aurangabad. The dictionary meaning of Canny is – having or showing shrewdness and good judgement, especially in money or business matters. We at Canny Wealth stay true to the meaning. The team at CAPL comprises of qualified personals from the field of Finance – having CFPCM, CPWMTM, CPFA certifications; Insurance - ASSOCIATE – III; Accounts; law and medicine. Our endeavor is to share the mind behind the money rather than just the mathematics component. We are driven to provide client with simple, unbiased and uncluttered professional advice that adds value to their quality of life & results in actionable solutions. We offer Financial Planning to individuals with ease of communication and hands on approach. We give impartial advice to our client with integrity, ethics and transparency throughout. We involve our client to build a platform through recommendation and clear strategies. We provide ‘need base’ analysis and relevant solutions to secure future financial goals to our customers. We ensure that our clients are ultimate decision maker with clear understanding. We update our clients periodically on matters related to personal finance. We are a financial advisory & wealth management company which believes in creating value for our clients. Our guidance is quality and time-tested and based on client’s risk appetite. We share an uncompromised commitment to excellence and integrity across the universe. We are able to provide our clients with personalized support, offering a wide range of different, yet effective solutions
Mani has been in the financial services industry since 2005. Prior to forming CAPL, he worked with Bharati Axa Life Insurance and Aviva Life. With over 14 years in the pharmaceutical industry (GSK), he brings vast experience in sales and leadership.
Anita has been associated with financial services since 2006 and a Mutual Fund Distributor since 2009. She specializes in helping global investors meet short and long-term financial goals.
Mahesh brings 10 years of financial service expertise and over 20 years in Life and General insurance. He focuses on wealth creation and management, helping retail investors deploy surplus funds.
Since 2007, Abhay has helped clients achieve financial goals through smart investment planning. His practice is built on transparency, quality service, and ethical strategies.
CERTIFIED FINANCIAL PLANNER® Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.
It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.
Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.
With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.
Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.
Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.
Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.
