Dubai, United Arab Emirates Jan 5, 2025 (Issuewire.com) - Serenityy Marketing Management, a leader in family financial planning and wealth management, proudly celebrated its third anniversary this November. In just three years, Serenityy has achieved a remarkable milestone, overseeing more than $36 million USD in Assets Under Management (AUM), and annual insurance premium collection is 1.2 million USD, significantly enhancing the financial well-being of over 150 families through comprehensive 360-degree asset coverage across multiple asset classes.
Established in 2020, Serenityy was founded with the mission to deliver personalized financial solutions that cater to the unique needs of each family.
Its approach combines
sophisticated asset management with strategic financial planning to secure and grow the wealth of its clients.
Expanding Reach and Increasing Impact
As Serenityy commemorates its third year, the company highlights significant achievements that underscore its commitment to client success and financial security. Over 150 families now trust Serenityy with their financial futures, a testament to the firm’s expertise, integrity, and personalized service. The company’s AUM has grown to exceed $27 million, reflecting both market success and the deepening trust of its clientele.
“Reaching this milestone is a significant achievement for Serenityy,” said Abhishek Bhatia, CEO of Serenityy. “It’s a reflection of our dedicated team’s hard work and our clients’ trust in us. We’re not just managing assets; we’re building secure financial futures for families and helping them achieve their dreams.”
360-Degree Coverage Across Diverse Asset Classes
Serenityy’s strategy extends beyond traditional asset management, offering comprehensive coverage across a variety of asset classes, including equities, bonds, real estate, and alternative investments. This diverse portfolio approach ensures that client investments are well-positioned to manage risks and capitalize on opportunities across market conditions.
“Our holistic approach to asset management is designed to meet the unique financial needs of our clients,” explained Abhishek Vora, co-founder and Head of products at Serenityy. “By diversifying across multiple asset classes, we provide our clients with a robust strategy to weather economic fluctuations and grow their wealth steadily and securely.”
A Commitment to Education and Community Involvement
In addition to its financial services, Serenityy is committed to financial education and community involvement. The firm regularly conducts workshops and seminars to educate the public on financial wellness and investing. Furthermore, Serenityy actively participates in community projects that aim to improve financial literacy and empower individuals and families to take charge of their financial futures.
Looking Forward
As it looks to the future, Serenityy remains dedicated to its mission of family financial well-being. With plans to expand its reach and introduce innovative financial planning tools and resources, Serenityy is poised to continue its growth trajectory and help even more families achieve their financial goals.
“We are excited about the future and are committed to continuing our work with families to plan, manage, and grow their wealth,” said the CEO. “Our goal for the next year is to further enhance our service offerings and continue our community engagement to make financial wellness accessible to all.”
About Serenityy
Serenityy is a leading financial planning firm dedicated to providing personalized marketing management and wealth management services. With a focus on family financial wellness, Serenityy offers comprehensive solutions that cover all aspects of financial planning, including wealth management, retirement planning, and estate planning. Founded in 2020, the firm is committed to helping families achieve and maintain financial security and prosperity.
For more information about Serenityy send an email to
ops@serenityy.ae or visit us at www.serenityy.ae
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