CoreCore-wealth : Nourishing your financial health!

About Us We are an investment planning and management company serving the individuals & corporates for their financial needs. We are a one point contact for all the investment and advisory requirements. Why do you need a planner? With numerous investment products being introduced to the investors having varied features and complexities, planning and managing investments is no longer a household activity. It warrants experience, competence and knowledge in the domain of investment and finance. A person without a financial plan is like a person setting out for a journey with an uncertain path thus making the journey towards achieving personal goals, a more challenging one. Our endeavour is to help you plan your financial needs. We, at Core-wealth ensure a smooth and uninterrupted journey for our clients. Our only focus is to align our clients investments to their specific and dynamic needs. Why Corepro? Highest ETHICAL standards High level of TRANSPARENCY Customer FRIENDLY approach Customer SATISFACTION : our focus Our team We are a team of motivated, experienced and young Chartered accountants, Management graduates with expertise across domains of finance such as investments, tax, regulatory & compliance, operational & procedural aspects of personal investments as well as corporate investments. We are happy to share with you a brief profile of our 4 Key Team members
Mitesh is a qualified chartered accountant. He is an expert in the arena of tax compliance, accounting and audit, with more than 7 years of experience. Mitesh focuses on consulting, business strategy, opinion and structuring matters for companies. Harshal is a Masters in Finance with 7 years of experience in reputed domestic and MNC equity research houses. He focuses on consulting, investment planning, Business strategy & advises on security analysis and portfolio Management.

Jayant is a Masters in Finance with an experience of 1 year and has knowledge in the domain of security markets and investment planning. He facilitates financial planning process.

Akshay executes investment process and is currently pursuing graduation in commerce from Mumbai University.

You can reach us on: 022-25146854-55.

Email: info@corepro.in