Meet Affluentsia
Your Financial Success,
Our Commitment
Trusted market access and personalised investment services to help you build long-term wealth with confidence.
About us
We are a client-focused financial services company committed to delivering comprehensive investment and wealth creation services. Our expertise spans securities and commodity broking, distribution of mutual funds and other investment products, and value-added financial services support, enabling individuals and businesses to achieve their financial goals with confidence.
Why Choose Us
Mission
To empower investors with trusted, innovative, and seamless financial market services, creating long-term wealth through excellence in broking and investment services.
Vision
To be a leading financial partner, recognized for integrity, expertise, and customer-centric services across securities, commodities, and investment products.
Our Commitment
Your Financial Success.
Guiding Financial Growth.
Delivering Trusted Services.
Our services
Distributing diverse investment products from banks, financial institutions, insurance companies, and authorized entities to meet varied investor needs.
Providing brokerage and intermediary services for equities, commodities, derivatives, and other financial markets in compliance with regulatory requirements.
Offering end-to-end support for account opening, transactions, portfolio servicing, trading, and customer assistance for a seamless investment experience.
Offering mutual fund schemes across equity, debt, hybrid, index, ETF, ELSS, and service-oriented categories aligned with investor goals.
Facilitating investments in government securities, bonds, debentures, treasury bills, and other fixed-income instruments for diversified portfolios.
Providing life, health, general, and protection insurance services through leading insurers to support financial security and effective risk management.
Completed Cases
Business Services
Increased sales productivity frees selling time and saves millions
If you are an excellent company with a bad image or appearance then you may have loyal clients but new clients will be hard to get
More than 25 Years of Experience
We work with ambitious leaders who want their future to be successful and help them achieve extraordinary outcomes.
Testimonials
Anand
Affluentsia has given us clear and practical guidance throughout our investment journey. Their professional approach, personalised recommendations, and commitment to understanding our goals have made financial planning much easier and more confident.
Senthil
Working with Affluentsia has been a smooth and reassuring experience. Their team takes the time to understand our requirements, explains every option clearly, and provides thoughtful support whenever we need it. We truly value their transparency and professionalism.
Suba
The team at Affluentsia has helped us make better-informed financial decisions with confidence. Their market knowledge, responsive service, and personalised approach have made a real difference in managing our investments and planning for the future.
James
Affluentsia has made managing our finances feel simple and structured. Their team is knowledgeable, responsive, and genuinely focused on our goals. We appreciate their transparent advice and the confidence they bring to every financial decision.
Latest news
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August 1, 2026 -
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January 25, 2024 -
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The teams focused their efforts on a few of the highest-value S&OP levers in order to review the current planning process, identify gaps in the planning infrastructure and analytically understand demand and supply variability.
December 6, 2023
FAQ
Have a question?
Find your answer
We understand that you may have some queries, and we are here to provide you with all the answer you need.
We offer a full range of investment and wealth creation services, including securities and commodity broking, mutual fund distribution, fixed income investments, insurance services, and end-to-end trading and investment support.
Simply reach out to our team via phone or email, and we’ll guide you through account opening, understanding your financial goals and risk profile, and selecting investment options suited to your needs.
Yes. We offer a comprehensive range of mutual fund schemes from leading Asset Management Companies (AMCs), including equity, debt, hybrid, index, ETF, ELSS, and solution-oriented funds.
Yes, we enable investments and trading in listed equity shares, derivatives, and commodities across major stock exchanges, with full support for account opening, transactions, and portfolio servicing.
Yes, we provide life, health, general, and other protection-oriented insurance solutions through leading insurance companies to help you manage risk and secure long-term financial well-being.
Contacts
5010 Avenue of the Moon, New York, NY 10018 US
212 386 5575
info@consultingwp.com
Request a call back
Talk to our team about broking, mutual funds, fixed income, or insurance — we'll help you find the right fit for your goals.