Steering towards your Financial Goals
Why Financial Planning?
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.
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.