FINANCIAL WELLNESS PLANNER

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  • Published date: July 11, 2018
    • India

ABOUT US : “WEALTH CARE” Is incorporated in 2008 and at present having 300+ satisfied clients which include, HNIs, NRIs, Business Owners, Professionals like Doctors, Architects, Builders, CAs, senior managers from corporates like Kirloskar, Bill tube, Indocount and many more..… & ISKCON devotees from Kolhapur, Pune, and Mumbai etc.
We are certified advance financial Goal Planner, mutual fund and insurance consultants recognized by NISM (National Institute of Securities Market), AMFI (Association of Mutual Funds of India), IRDA (Insurance Regulatory Development Authority)
We help our clients with comprehensive financial planning to achieve their short term, mid-term, Long term financial goals.

OUR MOTTO: - To preserve what you already have protect from financial uncertainty, achieve financial goals and pass your wealth to the heirs in the most efficient manner possible.


WHY CHOOSE US :-
1) Client centric Approach - We work for our client’s interest, According to their risk appetite and priorities.
2) Proper Client Education – We educate our clients to take logical financial decisions rather than emotional to ensure peace of mind in long run.
3) Value Added Services – Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being updated of your investment with latest technology.
4) Experience and skills – We have 10+ years’ experience in advisory and distribution and we are always eager to learn and update our understandings qualifications along with the changing world.


SERVICES WE OFFERS :-
 Comprehensive Financial Plan Constructions.
 Expertise in Goal Based Family Financial Planning.
 Retirement Planning.
 Children’s Education & Marriage Planning.
 Vacation Planning.
 Comprehensive Insurance Planning.
 Tax Planning
 Contingency Planning.
 Estate Planning.
 Debt Free Planning.

PRODUCTS :-
 Mutual Fund.
 Term Insurance.
 Health Insurance.
 PA & CI Insurance.

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