Who is a Chartered Wealth Manager (CWM)?
A Chartered Wealth Manager (CWM) is a highly qualified, regulated, ethical and certified finance professional who is responsible for the preservation and creation of an individual’s wealth. This professional possesses skills to manage and optimize your wealth across all asset classes you possess or wish to possess. You should use a CWM for affordable lifetime financial planning to secure your financial future.
*KNOWLEDGE IS POWER. Check out the blogs for enhanced knowledge.*
Omang Khurana is a Professional Wealth Consultant & Founder of WealthOK– The 1st Indian company creating truly Globally Diversified Customized Financial Solution for its clients in Personal Wealth Management. He is also an expert in business strategizing. He started his career at a young age of 18 years and ever since worked with multiple brands and start-ups leading to positive outcomes with his engagement. He has worked with multiple multinational brands as listed on the right hand side.
He is an esteemed member of the Chartered Institute of Securities and Investments (CISI, United Kingdom). He secured the International Certificate of Wealth and Investment Management (ICWIM) and Wealth and Investment Management – India (WIMI) with a merit score to mark the beginning of his career in the field of lifetime financial planning and wealth management.
Additionally, he is a post-graduate from the University of Sheffield, United Kingdom (World Rank 78) in Engineering and Management studies. He skillfully balanced his academics and early stage career as a bachelor’s student at the University of Pune to get this noticeable head start in his career.
Now these are a lot of achievements in a short span of time. Check out his career timeline to understand how he achieved it.
Don’t worry we have his certification and achievements to display as well!
Omang is a passionate, empathetic and energetic wealth consultant. He offers me personalized financial solutions tailored to my variable risk profile which are genuinely useful for comfortably achieving the necessary financial goals. I only get positive feedback of his work wherever I have referred him. His 24/7 availability is commendable. His unique financial solutions have the ability to offer life-time financial security which is the basic need of human life. I wish him all the best in his endeavor at WealthOK.
Omang is an able and personable young professional, with excellent analytical and ‘big picture’ skills. He has always been unfailingly professional and enthusiastic, and it was a pleasure to teach and supervise him.
Omang has a great vision for long term financial benefits and is a passionate, intelligent and practical wealth consultant and lifetime financial planner. Speaking to him is an evergreen wealthy eye opener and a good source to implement innovative ways to increase my wealth. His tax-efficient financial solutions help me in all phases of life from child’s education planning, retirement security and even property! This is a unique diversity of solutions all available in one place at WealthOK. I recommend Omang to everyone even slightly concerned about their
financial security. All the best, keep helping India in getting wealthy!
Omang has been a great mentor and guide in my career. I learnt a lot while working under him. His marketing skills and unique business strategies are commendable. He is very decisive and prompt in his actions. I am sure he’ll go miles in his career
“Having a diversified financial portfolio is a NEED, not just good to have” – words from Omang which he proved to me with evidence and I agree upon. I have known Omang since a long time now. He is very knowledgeable and is a lifetime financial planner and wealth consultant who truly knows how to bullet-proof finances. His up-to-date news of the global market trends and his active and practical decisions is what sets him apart from any other finance professional I have been linked to.
Omang is a professionally focused and dedicated person towards conquering the best for his clients. I have acquired great knowledge and skills from him as a mentee (business) and client (investments). He has proven to be a great leader with exceptional marketing and finance skills. His strategic skills are appreciable. He has proven to be a great asset to our company and to us. Wishing him great success in the future at WealthOK.
Omang is a great private wealth manager whom one can trust. He has the vision which helps to foresee strategies to achieve the desired outcome. With his well planning, research and optimistic approach it has been easier to set the ambitious goals and achieve them with perfection. A wealth manager with client’s best interest at heart. I have also worked under him as in global marketing operations and he has also been a business leader who expanded the
company’s foorprint internationally. Wishing him a great success ahead!
Working with Omang has been really great and benefitial. He has excellent & wide knowledge of his field. He knows which tool will exert maximum effect on the improvement & implement them in best appropriate manner. I wish him all the very best for the future!!
I am always looking for safe returns on my investments and was introduced to personalized financial solutions based on my risk profile by Omang, which offering me fixed returns on my hard earned money. His investment strategy has offered me higher fixed returns than before or my fixed deposits. Also, I was surprised to all of his qualifications and diversified experience so early in his career!