At wealth Man, we help, coordinate and simplify the lives of clients who desire but do not have the time or expertise to go it alone in the ever increasingly complex world of finance.

We are a certified financial planners expertise in comprehensive financial planning, Investment Management, Risk Management and Business Consulting, regarding all aspects of finances. Our clients come from all walks of life, and for all types of reasons.

To provide a time tested disciplined approach to build a financial plan for individuals and business owners which focus on the needs of the clients. Maintain and build a long term relationship by educating and updating clients on plan progress. To deliver a high level of service with integrity, honesty and sound advise.

Establishing financial goals based on the client values, priorities & needs in terms of liquidity, their risk taking ability & returns on their wealth. Understanding clients past financial experience and what their money represents to them is an important part in building their portfolio. Then educate the client on various investments alternatives. Updating and adjusting the plan in order to address concerns as the clients moves though different seasons of life or takes unexpected turns.

We offer: -
• Comprehensive Financial Planning
• Risk Management & Protection Planning
• Wealth Management & Investment Planning
• Planning funds for children education & Marriage
• Tax Planning
• Retirement Planning
• Estate Planning

Financial Planning is a long term process of wisely managing ones finances so that one can achieve goals & Dreams in his / her life.

Life goals include savings for retirements, savings on Tax, Children Education, Children Marriage, Wealth Generation, Estate Planning.

We have individual, HUF & Corporate clients. We also cater to Trust & Corporate for their Treasury investments.

Investment Avenues:-
• Life Insurance & General Insurance,
• Mutual Funds & Exchange Traded Funds
• Equity, Derivatives & Commodities, Corporate Deposits,
• RBI Bonds, Capital Gain Bonds & Infrastructure Bonds,
• Gold & Real Estate Investment, Portfolio Management Services

We look forward to meeting you in person, and to helping you define and achieve your highest goals.

Planning is a trap which has been laid to capture the future.