About Us
MYWEALTHWIZ.COM, owned and managed by Jericho Ventures Private Limited (AMFI registered Mutual Fund Distributor), it has been designed to manage the total financial affairs of our clients, that is, working as the CFO for our client families.
At Jericho Ventures Private Limted (previously known as Wise Owl Wealth Managers Private Limited), we provide the dedicated assistance of Family Office to look after the gamut of financial and non-financial requirements of corporate professionals who are at the zenith of their empire. We also seek to educate the first time investors, so that they too may climb the ladder of financial success.
We aim to simplify the investment planning process by integrating all aspects of your financial life – tax, estate and investments – into a single comprehensive plan.
Our purpose is not to serve your needs just once and stop at that. That would mean the termination of any propinquity thus developed. We believe in building a long term relationship with our clients based on trust.
Our Offerings
Explore our offer
Why us
Jericho Ventures Private Limited is the perfect friend, philosopher and guide you may wish to have in your fiscal dealings. Take a short test and answer the questions below to find out how much you really need us.
Are you aware of the exact valuation of your investments at any given time?
Do you know about all the asset classes where your investment portfolio is allocated in?
What is the exact amount of tax that you need to pay on your investment?
Are you absolutely confident that your portfolio is invested in the most tax efficient manner?
Are you aware of all the charges that you end up paying on your investments?
We believe that you have a clear understanding of your financial goals. But are you aware of all the opportunities available? Have you considered them all?
SERVICES
Our investment planning process integrates all aspects of your financial life – tax, estate, investments, insurance and liabilities—into a single comprehensive plan that addresses each facet of your unique wealth management requirements.
TESTIMONIALS
We love our customers and they love us too. A few words from some of our clients.
Contact
Please get in touch…. we cherish all interactions.
Call us at +91 9321838748
Jericho Ventures Private Limited, SPACES, Inspire Hub, Level 2, Western Heights, J. P. Road, Opp. Gurudwara, Four Bungalows, Andheri West, Mumbai - 400053.
Email us at info@mywealthwiz.com