If you looking for experts in Mutual Funds in Jaipur, Wealth Management in Jaipur, Financial Planner in Jaipur, Financial Advisor in Jaipur, SEBI Registered Financial Advisor in Jaipur, Investment Advisor in Jaipur, Direct Plan Adviser, Only Direct Plan Advisor in Jaipur – Welcome!
Are you looking for a Professional, Experienced, Unbiased, Qualified & Service-Oriented partner for your Financial Planning, Financial Advisory & Wealth Management? Your search ends here.
We are the WealthWisher Financial Planners & Advisors. A leading boutique firm to solve all your Personal Finance queries.
How We Do It?
• Discussion on your requirement & explaining/solving any queries you have.
• Establishing your financial goals for you (in case you are not clear about them).
• Preparation on your Investment Plan.
• Defining the actions & documentation to be done to implement the plan.
• Helping you in taking the life and health insurance decision if required (Risk Protection)
• Set up your SIP and investments along with documentation process (if any)
• Complete Execution of your investment plan
• Reporting of Portfolio on Quarterly Basis.
• Semi-annual review of your investments done through our platform
• 365 days support on email / phone (for your investments done with our guidance)
• FREE Transaction platform (for mutual funds)
• FREE Mobile and web app to check your portfolio and financial goals
• Investment support for your parents/siblings (Anywhere in India Or abroad if they want to invest money with us)
• Newsletters/ebooks and other tools are shared with clients from from time to time through WhatsApp & Emails.
What We Specialize in?
We deal in Portfolios, Wealth Management, Equities & Mutual Funds. We make Comprehensive Financial Plans. We implement Wealth Management Strategies. We create a Family office for you. We Are Advisors & Mangers for you.
We are SEBI Registered Investment Advisor. It takes lot of experience, commitment, expertise, process- orientation to register with SEBI. Know about SEBI RIA.
Products comes last… We deal in Solutions to reach your Investment Goals. Our entire phylosophy of advice is based on Value Investing & Financial Planning.
For your solutions we recommend all types of Mutual Funds, Equity, Small Savings Schemes, NPS, PPF, Insurance (Life & Health), PMS, AIF, Fixed Income Bonds/Preference Shares, Fixed Deposits, High-yield Structured Products, International Funds, Real Estate (selective & genuine), Tax Saving Schemes.
Some Links To Help You in a Better Way
Want to speak to us or want to visit us or want us to visit? Contact Us Schedule a Meeting Ask Us
Want to know who manages TheWealthWisher Team & his Experience? Know Madhupam
Want To meet TheWealthWisher Team? Team Page
Want To see our Testimonials? Testimonials Page
Want to see what we write in Media? Media Page
Want To check our Free Ebooks & Calculators? Downloads Page
Our Clients/Investors
As on 1 April 2018 – No of clients 380. All over the globe.
