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 & organisations 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 customised services & consultations for Women Professionals, HNI’s and Merchant Navy Professionals.
Tell us what you need and we will do the rest.
ACMA, CA(Final), M.Com
Mrs. Purnima Goyal (AMFI Registered Mutual Fund Distributor & IRDAI Registered Life & Health Insurance Planner) is a Financial Coach & director 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.
Her focus is to encourage more females to participate in financial planning & creating awareness which eventually helps in empowering women of our society.
She strongly believes in a famous quote by Will Rogers "The Goal isn't more money, the goal is living life on your terms".
Purnima is an associate Member (ACMA) of the Institute of Cost Accountants of India (ICAI) & is presently serving as Treasurer at ICAI, Jaipur. Earlier she has worked as Joint Secretary & Vice Chairperson at ICAI, Jaipur. Prior to venturing into the Financial Domain, she had worked with ICAI & Accenture India Pvt. Ltd. (Mumbai & Bangalore)
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. With this vision he encourages all our clients to attain Financial Freedom by following the right financial path from an early stage.
Mr. Arpit, by profession, is a B.Tech (Marine) graduate from Naval Maritime Academy, who started his sailing career in 2006 and is presently working ashore with team Wealthpluz.
He is an important part of the think tank at Wealthpluz & is best at what he does.
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 50 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 how consistently you approach them."