Abubakr Siddique A.G

Wealth Traits Financial Planners

Registered Investment Advisor

Service Location

Chennai

Professional Licenses

SEBI RIA

#INA200000910

Fee Only Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a fixed fee-only basis, ensuring their recommendations are strictly aligned with your best interests without conflict of interest from commissions or asset accumulation.

Contact Information

Address

New No.682, Old No.475/31 A2, N S House, Annasalai, Nandanam Link Road, Nandanam, Chennai - 600 035.

Website

https://www.wealthtraits.com/

Client Focus & Services

Best suited for

Investors seeking fiduciary advice with legal obligation to act in their best interests. High-net-worth individuals, families, and institutions looking for comprehensive wealth management, portfolio construction, and ongoing investment guidance under strict regulatory oversight.

Problems solved

Portfolio underperformance, lack of investment strategy, regulatory compliance concerns, fiduciary duty assurance, complex portfolio management, succession planning, risk management, systematic rebalancing, performance evaluation, tax-efficient investing.

What this advisor does NOT do

This advisor does not sell insurance products, mutual funds, or any commission-based financial products. They do not accept referral fees from third parties. They do not provide daily stock trading recommendations or speculative investment advice. They do not offer tax return preparation, legal drafting, or actuarial services.

About Abubakr Siddique A.G

Abubakr Siddique, A. G., is a FEE-ONLY Certified Financial Planner (CFP) Professional and a SEBI Registered Investment Advisor (RIA). After graduating, he initially explored employment opportunities overseas in the fine food processing industry. However, buoyed by the post-liberalization economic boom in India, he returned to the country, recognizing the burgeoning potential within the financial services sector.

Intrigued by investor behavior towards finance and investment, Abubakr pursued a postgraduate program in psychology in 2004 to deepen his understanding of behavioral finance. With the nascent stage of financial planning in India and a clear need for quality service providers, he enrolled in and completed the Certified Financial Planner (CFP) program through the Financial Planning Standards Board (FPSB) India in 2009.

Since then, Abubakr has promoted fee-based financial and life planning under his sole proprietorship, Wealth Traits Financial Planners. He now advises SME owners, NRIs, high-salaried individuals, and HNIs on financial planning, wealth management, and risk management. With a commitment to leveraging his extensive experience, he aims to guide enthusiastic aspirants and make a positive impact in personal financial planning and wealth management. His specialties include comprehensive financial planning, goal-based financial planning, investment advisory, and risk management consulting.

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