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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 achieve the financial Goals of our clients Mutual Funds, & Fixed Deposits etc.
We strongly recommend and use Mutual Funds in every clients portfolio creation. due to its lot many advantages over other investment products. like-diversification, professional approach and steady growth.

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%

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.

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