Steering towards your Financial Goals

“Do not save what is left after spending, instead spend what is left after saving.”

-By Warren Buffett

Why Financial Planning?

Financial planning needs patience and foresight and too often, lack of proper planning, guidance and knowledge, leads to bad decisions and poor outcomes. Need money for your Next trip, want to plan for sudden emergencies, thinking about your child’s education needs, what would your life after work be like – these are some of the areas that we can help you plan for.

COMPREHENSIVE FINANCIAL PLANNING

Financial planning is like navigation. If you know where you are and where you want to go, then it isn’t such a great problem. It’s when, you don’t know the two points then it’s difficult.
-By Venita VanCaspel

Why Wealthpluz?

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.

INVESTMENT PLANNING

Planning is bringing the future into the presence so that you can do something about it now.

-By Alan Lakein

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TAX PLANNING

The end goal for tax planning is to keep more of what you make.

-By RodKhleif

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RETIREMENT PLANNING

Retirement is not end of road. It is beginning of new highway.

-By Glenn Emms

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CHILD EDUCATION PLANNING

The cost of College should never discourage anyone from going after a valuable degree..

-By Arne Duncan

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LIFE INSURANCE PLANNING

Never say, that won’t happen to me, life has a funny way of proving us wrong.

-By Msgirish

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HEALTH INSURANCE PLANNING

Buying insurance can't change your life; instead it prevents your lifestyle from being changed.

-By Jack Ma

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Customized Services : Merchant Navy Professionals/NRI/HNI Clients

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. .

Capt. Sameer Saxena (Jaipur)

Master with Navigate Shipping

Wealthpluz team has very convenient and flexible approach for advising clients in tax savings and other investment products...

Apoorv Naidu (Dubai)

Working at Dubai Islamic Bank

I would like to thank Purnima & Arpit from bottom of my heart for their incredible dedication & guiding me correctly...

Parul Ajmera (Bengaluru)

Senior Software Developer

I am so happy and very much satisfied with the financial guidance that Purnima & Arpit has provided. I have been very...

Ekta Bishnoi (Jaipur)

Director at Yasheeta Info Solutions