Welcome to Ethicus Wealth Services
About Us
Ethicus Wealth Pvt. Ltd. is a Wealth Management/Financial Planning Firm. This Firm running by professionals and Experience Management. Our Expertise is in "Need Base Financial Planning" which helps our customers to achieve their Financial Goals with proper Risk Management.
Our Top Features
250+ Crore AUM
Serving 1500+ Clients
20+ Qualified Team Members
Cutting Edge Technology
30+ Years Combined Experience
35+ Research Tools
How We Define "Ethicus"
The name 'Ethicus" is derived from the Greek word "ethos", which refers to character, moral nature, or guiding beliefs. The suffix "-icus" suggests a relation to or association with, often used in academic or formal contexts. Together, "Ethicus conveys a sense of ethical principles and integrity, aligning well with the concept of wealth management, where trust and moral responsibility are paramount. This name implies a commitment to managing wealth in a way that is not only profitable but also aligned with ethical standards and values.
Our Mission
We aspire to be known as "Wealth Creators & Financial Planners, driven by commitment and Core Values.
Our Vision
To Educate and Empower the investors to make better investment decisions through, Quality Advice, Innovative Products, Superior Services.
Core Values
We firmly believe that our Core Values have served as the Cornerstone for the Expansion and Success of our Company.
- Financial Education
- Commitment
- Speed
- Transparency
- Client Centric Approach
Meet the Minds Powering the Future of Wealth Management
Mr. ABHISHEK SHAH
Abhishek is a Financial Freedom Coach, a Keynote Speaker/Educator, an Author. Abhishek is also the Founder of Ethicus Wealth
(www.ethicuswealth.com)/Ethicus Academy - Financial Planning & Wealth Advisory Firm. He has over 22 years+ Experience in the Financial Services Industry. He is passionate about helping people to understand the concept of financial freedom, wealth creation and preservation of wealth.
He has established Ethicus Wealth with the aim of helping individual and corporate clients to make informed and correct investment decisions. After that, he ventured into various financial products like Mutual Funds, Life Insurance, Health Insurance, General Insurance, NPS, FD, Bonds, Equity, PMS, AIF, and currently serving 1500+ happy & wealthy clients.
His passion lies in educating and enlightening people about the importance of effective wealth management and he firmly believes in creating and nurturing wealthy habits in his Investors, which transformed many ordinary Investors into successful Investors.
Quick Bio
- CFP (FPSB - Financial Planning Standard Board, USA)
- CFGP (AAFM - American Academy of Financial Management)
- 30+ Certification courses related to Financial Markets (BSE, NSE, AMFI, etc.)
- B.Com (South Gujarat University)
- Author of the book "Mera Wealth Plan"
- Regular article writer on financial topics in Divyabhaskar, Gujarat Samachar, and Gujarat Guardian newspapers
Ms. RUBINA HAKIM (CFGP)
Rubina is a Director & BDO of Ethicus Wealth. She is passionate about helping people for FINANCIAL PLANNING & WEALTH MANAGEMENT through Various Wealth Management products.
She does research & analysis of Mutual Funds. Currently she is educating people on how to achieve their Financial Goals through Financial Planning. Her motive is to give correct investment advice related to their risk appetite and protect their families against uncertainties and helping them to achieve their Financial Goals in a discipline manner.
Quick Bio
- AMFI Certified - NISM
- CFGP (AAFM - American Academy of Financial Management)
- IRDA Certified - NISM
- Equity Fundamental and Technical Analysis
- Diploma In Information Technology (Gujarat Technological University)
- Regular article writer on financial topics in Divyabhaskar, Gujarat Samachar, and Gujarat Guardian newspapers
