We acknowledge the hardships you face in securing a great future for yourself and family, and hence, we have crafted solutions to serve the very need of yours.
The benefits at WERT extend beyond our unique investment process, simplifying market complexities, client centric approach and greater risk management:
Experiences
At WERT FINSERVE we provide financial experience that satisfies the unique needs and goals of our clients, making sure they are empowered and confident financially. We call it Investment Management as it should be.
Research
With in-depth market research and analysis, we stay ahead of the curve to offer financial solutions and strategies that maximize returns and minimize the risk.
Process
Our process at WERT FINSERVE ensures transparency in all financial transactions, providing our clients with a seamless experience from the start.
Services
With a diverse range of financial services including investment management, retirement planning & succession planning, WERT FINSERVE also offers support to help clients achieve their financial goals.
Technology
We deliver convenient and accessible financial services, enabling clients to manage their finances anytime anywhere with ease and security.
Mr. MLN Srinivas. - Retired as President with Aurobindo Pharma
Prithvi Potta has been my financial planner for over 18 years. We have travelled this path together and as time has gone by, I appreciate how he has constantly reassessed my needs and goals. His attention to detail is so very apparent as he (we) questions my comfort levels as my lifestyle and position changes. I can say with certainty that I would not have been able to retire and be comfortable if Prithvi had not been navigating through the economics of life with me. Lot of knowledge sharing happens which has allowed me to navigate my retirement planning, estate planning with my daughter and grandchild in mind, Tax planning and implications as my income and age changes, preparing for old age. My visible confidence in Prithvi shows. That has allowed me to refer colleagues, friends, and family to Prithvi and his team. It’s more than investing, and it’s more than rupees. The clarity and reliable guidance Wert Finserve bring to the table instils trust. None of this would succeed if his character was lacking.
Mr. Uday Bapanapalli - Works with ITC as senior manager
Wert Finserve is an excellent platform for financial planning. The Team at Wert Finserve guides us in achieving our financial goals related to child education, daughter marriage & retirement planning. I can say with great pleasure that they provide good and continuous support in their investors.
Mr.Chetan Anand - Geo physicist
Wert Finserve’s approach to creating a financial plan is simple yet methodical, covering all aspects of risk management and wealth creation while factoring in your behaviour, particularly with money. My financial plan provided me a structure, a robust one, following which can help me attain all my financial goals. I feel, I would not have been able to create such a plan for myself even if I had invested years in the planning purely because of my lack of expertise in this field. So, I hope people realize the importance of a financial consultant in their lives and once they do, then as a present customer, I am happy to recommend WERT FINSERVE.
Mr. G V Ramana - IT Entrepreneur
We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring, and positive approach served us well in the past and continue to do so today. Prithvi Potta is no ordinary financial adviser. His is a very personal advisory service, and he takes the time to understand his client’s financial needs and objectives. Based on that understanding, he has a very full range of investment opportunities on offer, and all are completely independent of any providers. Not many advisers can say all this.
Mrs. G Sudha - IT Entrepreneur
I have been a customer of Wert Finserve for quite a few years now. Prithvi Potta is my Wealth Manager and I have always found the company to be very helpful in investing my money, arranging regular updates, and in providing the required regular reports. As a result of the time Wert Finserve took to assess my situation, I feel that my needs are very well met, and I would have no problem in recommending them to friends.
DISCLAIMER: This material is strictly meant for private circulation and not for public distribution and is being furnished by WERT Finserve (WF) strictly on a confidential basis. This material and communication is for the personal information of the Authorized Recipient and WF will not treat recipients as clients by virtue of their receiving this material. It shall not be photocopied, reproduced or distributed to other person(s) at any time in any form without prior written consent of WF. This material or communication does not solicit any action based on the material contained herein. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situation/ circumstances and the particular needs of any specific person who may receive this material. The product/ strategy/ data discussed in the material may not be suitable for all the investors. Further, this information also does not construe any investment, legal, or tax advice to the recipient. This material does not constitute, nor should it be regarded as, an offer, invitation, inducement, solicitation or advertisement with respect to any other investment or business opportunity of any Company and/or its affiliates.
The views presented may not be sufficient and should not be used independently for the development or implementation of an investment strategy. The views should not be construed as investment advice. All opinions and estimates included here constitute our view as of this time and are subject to change without notice.
