Abacus Capital is a financial advisory and portfolio management firm rooted in Faridabad, Haryana, offering structured, disciplined, and highly personalized financial services. We specialize in designing and managing tailored investment portfolios that align precisely with your financial goals and life milestones-delivered with clarity, efficiency, and unwavering commitment.
We combine a disciplined investment approach with bespoke advisory solutions. Our offerings span both proprietary and third-party products, meticulously selected to integrate seamlessly into your broader asset allocation strategy.
As an AMFI-registered Mutual Fund Distributor, we offer impartial recommendations grounded in thorough market evaluation-empowering you with objective insights into both proprietary and third-party fund offerings.
Through a multi-faceted platform, we serve individual and business clients seeking comprehensive wealth planning. Our services include estate distribution planning, asset protection, and legacy building to enhance intergenerational wealth continuity.
"Managing the investment of the company's surplus funds in low-risk, highly liquid, and tax-efficient instruments, while optimizing both short-term and long-term investment portfolios to ensure capital preservation and sustainable returns."
Since our founding, Abacus Capital has upheld a philosophy of disciplined financial management, thoughtful product selection, and fiduciary responsibility. We build long-term relationships based on trust, transparency, and strategic alignment with your evolving financial landscape.
Tailored portfolios using mutual funds, PMS/AIFs, and other instruments.
Goal-based investing with clear tracking of progress.
Structured strategies to ensure smooth, tax-efficient wealth transition.
Clear, actionable reports to empower your financial decisions.
Digital Engagement Seamless investment access, portfolio tracking, tax-saving tools, and market views- all available on our user-friendly portal.
Ashif Ali brings extensive experience in wealth management and customer service, with a strong track record of helping individuals and families navigate their financial journeys with confidence and clarity. With a deep understanding of financial products and client needs, Ashif combines strategic investment insight with a personalized, service-driven approach.
Ashif has completed his Chartered Financial Goal Planner(CFGP) from the American Academy of Financial Management (AAFM) India.
Throughout his career, Ashif has worked closely with diverse client segments, ranging from emerging professionals to high-net-worth individuals-offering tailored solutions in investment planning, portfolio management, retirement planning, and risk mitigation. His commitment to client satisfaction and long-term financial well-being sets him apart in the industry.
Ashif is known for his empathetic communication style, deep product knowledge, and ability to simplify complex financial concepts for his clients. His goal is to build lasting relationships based on trust, transparency, and measurable results.
As a dedicated wealth advisor, Ashif continues to guide clients toward sustainable financial success through thoughtful planning, disciplined execution, and exceptional service.
Saheba Seraj brings rich experience in product research, with a strong focus on financial products and market analysis. She plays a vital role in evaluating and selecting products that align with client needs and investment goals, ensuring well-informed and strategic portfolio solutions.
Alongside her research expertise, Saheba excels in client service and digital marketing, managing Google Ads campaigns and overseeing the technical operations that keep the company's digital infrastructure running smoothly.
Her combined skills in product research, client engagement, and technology enable Saheba to deliver comprehensive, data-driven solutions that enhance client satisfaction and business growth.
With a passion for innovation and a client-first philosophy, Saheba continues to lead initiatives that enhance digital performance and strengthen long-term client relationships.
At Abacus Capital, we believe in partnering with you at every stage of your financial journey-crafting strategies that resonate with your aspirations, guided by expertise, discipline, and personalization.
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