07. WEALTHNESS - Parle Bazaar

About Us.

With almost 25 years of experience in financial services, the partners incorporated ‘Wealthness , your wealth wisher, in 2015 with a motto to be a reason to make investors wealth conscious. We observed that investors have wrong concepts & myths about investment planning & many are wrongly invested & are misguided as long as investments or financial planning is concerned. All goals in life, if mapped properly and well in advance can be achieved successfully. We are a team of certified Wealth Manager, Mutual Fund and Tax Consultants recognized by AMFI (Association of Mutual Funds of India). We offer comprehensive financial advisory services in various fields – such as Cash Flow Management, Children Education Planning, Retirement Planning, Investment Planning, Financial Risk Management, Insurance Planning, Tax Planning, Estate Planning with our highly qualified and experienced team of financial advisors and our consultants.

Being veterans in this industry, Wealthness lays emphasis on creating viable solutions in Investment advisory segment with a fiduciary & holistic approach. We try not to fly with the conventional wisdom of the industry, instead rely on a focused approach firmly rooted in our intrinsic research and customised solutions. At Wealthness we are committed to maintain the highest standards of integrity and professionalism with our clients.

Our Vision

To be the most trusted Investment Advisor offering ‘One Stop Solution’ to make all our clients wealthy

Our Mission

Our mission is to make high quality financial advice to all. We are committed to personalized, unbiased, fiduciary consultancy. We consider ‘spreading financial literacy’ is our social responsibility. We recommend those financial products, which are well researched by our experts and best suitable to our clients’ needs.

Our Philosophy

The initiative started with philosophy wealth simply accumulates when you save, but grows when you get savvy! Most of us don’t understand difference between saving and investment. Most of us are

Contact us:

Wealthness

Address : 318,E-square, Subhash Rd, Vile Parle, E, Maharashtra 400057

Phone No : +91 9833920898

Website : https://wealthness.in/

What Services We Offer

Investment Advisory

You need customised INVESTMENT MIX as per your goals & risk appetite to earn high returns on your portfolio. We constantly monitor & review portfolio to transform same in profit making

Wealth management

Wealth management is the highest level of financial planning services, that includes comprehensive investment management alongside financial advice, tax guidance, estate planning and legal assistance.

Financial Planning

Financial planning is the practice of putting together a plan for your future, specifically around how you will manage your finances

Retirement Planning

"A walking stick is not a symbol of weakness but rather it's a symbol that you can walk independently" true we try & provide you the "walking stick" of perfect Retirement Planning.

Insurance Planning

"You don't buy life insurance because you are going to die, but because those you love are going to live." RISK management is the most important aspects of any financial planning or Investment planning

Will & Estate Planning

Most of the family disputes in India are due to lack of the paper "Estate Planning". People usually think it's the last thing to do in later stage of Life & ignore.

NRI Investment Planning & taxation

India is a most preferred investment destination now. The Govt. policies are also encouraging foreign investments in India.

What Investment products we offer

We have varied ‘Investment Options’ but we are committed to offfer you the Right Investment Mix by picking & choosing Right options in Right quantity as per your Risk Appetite & per your various Goals!!

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