Our vision
To provide unconventional solutions for wealth creation, risk management, financial security and financial freedom to our clients.
We wanted to serve our community and the best way to do this was to use our experience, knowledge and passion.
We established WEALTHPLUZ, a Financial Services Firm, dedicated to provide tailor made Financial Solutions to individuals, families & organizations with the aim to achieve specific financial goals.
Our plans focus on investments along with Savings, Budget, Insurance & Tax Strategies.
We help you craft the right action plan on the basis of right information, mindset & risk-taking capabilities.
Our reach spans globally with our clientele scattered across various sectors such as Information Technology, Banking, Merchant Navy and Mining, to name a few. We also provide customized services & consultations for Women Professionals, HNI’s and Merchant Navy Professionals.
Tell us what you need, and we will do the rest.
Founder Members
CMA Purnima Goyal
ACMA, CA(Final), M.Com
Mrs. Purnima Goyal (AMFI Registered Mutual Fund Distributor & IRDAI Registered Life & Health Insurance Planner) is a Financial Coach at Wealthpluz Financial Services Firm.
Her vision is to impart financial awareness & simplify the complexities of Financial Planning for individuals from all walks of life.
She strongly believes in a famous quote by Will Rogers “The Goal isn’t more money, the goal is living life on your terms”.
She is a associate Member (ACMA) of the Institute of Cost Accountants of India (ICAI) & presently serving as Vice President at ICAI, Jaipur. Prior to venturing in Financial Domain, she has worked with ICAI & Accenture India.
Mr. Harish Chandra Goyal
Mr Harish, a Retd. AGM from Reserve Bank Of India, comes with a vast experience in the Banking & Financial Domain.
He is an IRDAI registered Insurance Advisor and has always been inclined towards Equity Markets & Financial Planning.
After a successful innings as a banker, he has now collaborated with Wealthpluz & is the main driving force & mentor to us. He is deeply engaged in back end process & client education.
With this vision he encourages all our clients to attain Financial Freedom by following the right financial path right from an early stage.
Our Supporting Team
Mr. Arpit Goyal
Mr. Arpit, by profession, is a B.Tech (Marine) graduate from Naval Maritime Academy, who started his sailing career in 2006 with American Eagle Tankers (AET) and is presently working as 1st Assistant Engineer with BPMS, Singapore.
As a finance enthusiast, he has experience and expertise in handling personal finances of seafarers. He is currently managing the investment portfolios of more than 40 Happy Seafarer’s.
Arpit firmly believes in the philosophy that Goals do exist for everyone, but what makes a difference is how well you identify and consistently approach them.
People Who Love Our Place
Some of our happy clients.
