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FD BONDS

The money placed on deposit earns a fixed rate of interest, according to the terms and conditions that govern the account.

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MUTUAL FUNDS

Mutual Fund units can typically be purchased or redeemed as needed at the funds current NAV

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INSURANCE

Insurance is a means of protection from financial loss

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TAX PLANNING

Tax is the amount of money that is paid to the government by individuals as per their income.

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We help you to Manage Your Own Wealth

Financial Management

We believe that protection of your fund is a prime job and it needs to be addressed with lots of knowledge and proper planning.
Hence we follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking. We use a wide range of products to meet the financial Goals of our clients under various financial instruments like Mutual Funds, & Fixed Deposits etc.
We strongly recommend the use of Mutual Funds in every clients portfolio creation. due to its lot advantages over other investment products. like-diversification, professional approach and steady growth.

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SEE MORE ABOUT US
15
YEARS OF EXPERIENCE
800,000,000
AUM
3,000
SIP
4,000
HAPPY CUSTOMERS

Trending ideas and inventions always
make us feel proud

OUR PRODUCTS & SERVICES

Explore our online and offline services in terms of quality, suggestion and advice

FINANCIAL PLANNING
MUTUAL FUNDS
EQUITY & SHARES
FD BONDS
INSURANCE
TAX PLANNING

WEALMAG
WHO WE ARE & WHAT WE DO

We aim to carry out hassle free service especially client oriented and provide a convenient way whereby management becomes our responsibility.

Financial Planning 90%
Asset Management 80%
Risk Management 70%

PARTNERS

We appreciate our channel partners for their contribution towards bringing success & ROI for our customers

Meet Our Team

We are a team of financial advisors using artificial intelligence and machine learning to deliver world class financial advice to our clients.

What Our Clients Say.

wealth management

Utility Section

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Investment Consultant
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