Wealthpluz is a financial services firm, dedicated to provide tailor made financial solutions to individuals, families & organisations with the aim to achieve defined financial goals. Our vision is to provide unconventional solutions for wealth creation, risk management, financial security and financial freedom to our clients. Founder member PURNIMA GOYAL has her focus to impart financial awareness & simplify the complexities of financial planning for individuals from all walks of life. At Wealthpluz we offer a wide array of products and services including Comprehensive Financial planning, Investment solutions, Wealth management, Insurance, Mutual Fund & Tax saving solutions. Wealthpluz serves clients from all walks of life comprising of retail investors, families, NRI & HNI clients. Our aim is to provide independent, high quality and customized services to all our clients with strong focus on good planning & disciplined approach to ensure consistency over long periods. Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios , offer a comprehensive selection of investment alternatives that will suit their Financial goals.
We at Wealthpluz truly concur with this famous quote & are aware that we are catering to Millennials who are smart, introspective and an engaging group, who like to take well-informed decisions. All they need is a reliable partner like Wealthpluz to guide them. So, what’s stopping you?
Reach out to our experienced team at Wealthpluz for all your finance and investment related queries.
We started our journey by coaching our clients on topics related to personal finance, insurance adequacy, managing debts etc., with the aim of setting clearly defined personal financial goals & achieving them.
A financial plan is the road map for your financial life.
A financial plan is the road map for your financial life.
In todays current investment markets, there has been an increase
In todays current investment markets, there has been an increase
Tax planning is not a device to reduce tax burden. In fact, it helps savings by
Tax planning is not a device to reduce tax burden. In fact, it helps savings by
With retirement not far around the corner, your needs will be rapidly changing.
With retirement not far around the corner, your needs will be rapidly changing.
Today, we all know that prices are sky high and our demands are hitting the roof.
Today, we all know that prices are sky high and our demands are hitting the roof.
Today, almost everybody owns a life insurance policy. It could be for various reasons like
Today, almost everybody owns a life insurance policy. It could be for various reasons like
We at Wealthpluz understand that every individual has different needs. But this becomes all the more important with people falling under the category of NRI/Merchant Navy Professional/HNI.
Frequent Travel, Taxation Issues, Less time available to track Personal Investments, High cash-flow etc are some of the challenges which are commonly faced by above category clientele.
While you are juggling between family & work away from home, we can support you by managing your finances which needs enough time & care.
Don’t worry, Give us a chance to talk to you.
For many years, I was not sure of how and where to invest my funds accurately? And I always thought simple bank savings was enough. But I realised that in order to achieve financial goals, there has to be a diversified portfolio to cover short and long term goals. After watching my friends do it, I started doing it myself and was able to get decent returns but associating it to definite goals was difficult!
One day my friend referred Ms. Purnima Goyal (Founder of Wealthpluz Financial Services). I fixed up a meeting just to understand how she / her firm could add value to my current investment. In the meeting I was really impressed to see that she had complete knowledge, she was able to efficiently answer all my queries, she did my portfolio analysis and gave me exact figures that I need to deploy going forward to achieve my goals such as child higher education, child marriage, my retirement ,my new flat, new car, foreign trips etc. I realised that it’s advantageous to have a qualified professionals like Ms Purnima to manage my funds. Furthermore, she reviewed all my current policies of Health & Life Insurance. She brought to my notice that I was getting very less coverage in my current health plan. Then with same premium, she offered me a better plan with much higher coverage & better features. She really has an eye for detailed analysis. So, all I want to say is I am really happy to offload my portfolio management and even management of my policies / health insurance to Wealthpluz and if I wasn’t associated with them , I would have been blindfolded and may have found it very difficult to achieve my goals.
Wealthpluz is a financial services firm, dedicated to provide tailor made financial solutions to individuals, families & organisations with the aim to achieve defined financial goals. Read More
