Welcome to AAA Wealth Builders
AAA Wealth Builders is a fully dedicated Wealth Management Company with good experience in Financial and Wealth Management Services. Our Purpose is to help our investors to,
Financial Calculator
Check out our easy-to-use Financial calculators and reach your goals with confidence.
View Portfolio/Invest Online
A utility for existing clients to track their portfolio and online investments
Core Values
Technical
Technical excellence and complianceClient
Client is at the centre of our entireproposition
Honesty
Honesty Loyalty and Integrity in all we doAccountability
Accountability for our actionsIndependence
Independence in both our actions and our thoughtsStart investing in India's best
Mutual Funds with us!
Mutual Funds with us!
Next Previous Client Testimonials
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Advisor. Aaditya & Wealthbuilders team have this and more. Their dedication towards reaching clients, business excellence and rich domain knowledge along with adequate education sets them apart and I would highly recommend AAA Wealthbuilders to anyone wanting to achieve better financial outcomes.”
Vikrant Agashe
Director Sales- Sensors & Components (Gefran India Pvt. Ltd.)
Well I don’t remember the exact month but am associated with AAA WEALTH BUILDERS from 2005. That time I was doing my PG & was doing internship & I used to get stipend of ₹1500/-. One day Kaka (Mr. Avinash Patankar Sir) asked me how much money you actually require from your stipend? If you are willing to invest & grow your money start your first step from ₹500/- SIP. Till that day I did not have any clue about what is SIP & all, but slowly Aaditya kept on educating about what is SIP, how the market is all about & how can we focus on our goals rather than keeping an eye on market conditions daily. Since that day, till today market has witnessed so many ups & downs. I deliberately said “market” because as Aaditya told me just buy right & sit tight & invest when market is down & when no one is willing to invest; so by god’s grace my investment’s CAGR is around 15% till now . Believe me these guys are best to grow with!!! The best part about AAA is that they personally keep track of all your investments & if necessary they make changes if required. The best part about these guys is they don’t poke up like other investment companies or like any insurance agents. They just explain you the concept of pure investment as per your goals or requirements, if you are willing to invest they are always there for you!!! Apart from Mutual Funds they also give you best advice about the investments in shares and most importantly buying a pure term plan for life cover and health insurance. My personal experience with AAA is awesome & all the other people to whom I recommended are also very happy with AAA. Thank you so much Aaditya & Kaka for financially educating, making me aware about the finance sector & the best part is THANKS SO MUCH FOR GROWING MY INVESTMENTS!!! Look forward for your support in future too.
Akshay Shree Natekar Proprietor, Akshay Pyramid Mantra (Vastu consultant)
I have been associated with Avinash Patankar for the past 15 years. He is my portfolio consultant and with his advice I have been investing in mutual funds depending on market conditions. He has been advising me on different products depending on my risk profile. This has helped to keep me afloat in spite of downfall in the market. People must start investing from an earlier age once they have started earning so they can build a portfolio over a period of time. You can have different cycles in the market and try to stay invested and at the same time keep on earning.
Dr Sudhir Lokare, Consultant Surgeon (Ex HOD Inlaks and Budhrani Hospital)