Founded in 2019, by Mahesh Mangukiya and Kaushik Dhola, M & K Advisor was born to moderate the demand-supply gap for insurance, investment and educational services especially in the smaller cities. M & K Advisor is the outcome of the vision of “To grow as a most trusted advisor for society”.
To establish ourselves as the leading, most reliable financial advisors, empowering individuals and businesses to achieve financial stability and growth.
To offer personalized financial solutions that ensure our clients' security and prosperity. We are dedicated to providing accessible financial education and awareness of government initiatives, making a positive impact in society.
1. Trust - Cultivating strong, trust-based relationships with our clients through transparency and honesty.
2. Integrity - Adhering to ethical principles in every decision and interaction.
3. Dedication - Ensuring that our services consistently meet or exceed client expectations.
WealthPro was established to bridge the gap in the availability of comprehensive insurance, investment, and educational services, particularly in underserved areas. Our goal is to empower individuals and businesses by offering tailored financial advice, ensuring they have access to the right resources for their financial well-being. WealthPro is built on the vision of becoming a trusted advisor for all members of society.
Our greatest achievement lies in providing unwavering support to our clients, helping them navigate challenges related to insurance, educational services, government schemes, and financial planning. By delivering personalized solutions and ensuring client satisfaction, we continue to build lasting relationships rooted in trust and reliability...
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