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.
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?
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.
We love our customers and they love us too. A few words from some of our clients.
Jericho Ventures Private Limited are a startup company, but have a vision & dedication to make it come true. Their Family Office idea is excellent & will be a game changer in the coming years.
Jericho Ventures Private Limited has been handling my portfolio for the last 4 years & has grown considerably. I am impressed by their consistency & quality of services. The research & hard work put in shows & I have no hesitations in recommending them.
Pirojshaw Aspi Sarkari
CEO, Mahindra Logistics Limited
Abhishek Sipani from Jericho Ventures Private Limited has been managing my wealth for over two years now. Over the past decade I have dealt with many wealth managers, and I found Abhishek to be the most outstanding amongst them.
He is completely focused, extremely knowledgeable about all asset classes and very transparent. At the end of the day when it comes to your wealth you need to work with someone you can really trust. Abhishek inspires very high levels of trust.
Vice President - HR & Business Excellence, Mahindra Partners
Jericho Ventures Private Limited is the one whom I trust for all my needs of finance and investments.
I got to know Mr. Abhishek Sipani through one of my family members, who, had met up with Mr. Sipani, and started using his investment management services. He was really impressed and told me to hear him out which, I did. It didn’t take me much to know that Mr. Sipani was thoroughly knowledgeable about the subject of finance and of course all the other ancillary services related to a client’s financial needs.
Jericho Ventures Private Limited is a complete one-stop-shop for any family investments and financial goals that require to be met be it for self, spouse or children. This place is a complete solution for any hassle free investment and family financials that are required, even on a day to day basis. Mr. Sipani and his team are really soft spoken, decent and thorough professionals.
I strongly recommend anyone looking to plan all his family financials now, and for the future to look up Jericho Ventures Private Limited services.
ZUBIN BEHRAM CHOTHIA
Captain- Jet Airways
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.