Consultancy
We can provide you best plan which suits your needs,you can save tax, create wealth and secure family
- Role
- Senior Consultant at Wealthe
- Location
- Meerut, IN
- LinkedIn followers
- 500 followers
About Consultancy
Some financial planning questions for you: 1. Do you have enough life cover? Do you have a health cover? Do you need to take a term and health policy. Have you written down your monthly and annual cash flows? Earnings and expenses statement. How much do you save approx. on average monthly? Do you have enough liquid cash for emergencies? What expenses can you cut? Have you done your tax planning? What are your key life goals? What is the time frame and what expenses do you estimate for these? Have you done your current portfolio mapping? Real estate, mutual funds, FDs, insurance savings, PPF, PF, NPS etc. What is your Equity: Debt? What is your risk profile? Do you consider yourself conservative, balanced or aggressive? Re-evaluate based on age, responsibilities and current net worth. Do you need to reallocate your investments given your risk profile? Any risky investments you would like to exit? Have you completed nominations for all your investments? Have you written your will? Have you filed your investment documentation and removed all old investment papers? Is your file as on date? Do you have a soft copy back up? Have you run your spouse/family through these documentation and they know the investments as you wish them to know? Have you calculated how much money you will need post your retirement? Is there a separate corpus that your are building for the same? Make the best use of this time at home and ensure all the above
Experience
Senior Consultant
Dec 2024 — Present · Meerut, IN
At Wealthe Investments, we specialize in providing comprehensive wealth management solutions tailored to meet the unique financial goals of individuals, families, and businesses. With a client-first philosophy and a commitment to long-term success, our team of experienced advisors offers strategic guidance in investment management, financial planning, tax optimization, and retirement solutions.We combine deep industry expertise with personalized service to help you grow, protect, and transfer your wealth efficiently to younger generations. Whether you\'re planning for retirement, managing a complex portfolio, or building generational wealth, we are here to guide you every step of the way.Discover how Wealthe Investments can help you achieve financial clarity and confidence—today.Request you for a meeting to convey how we can add value to your networth and form synergies of working together.Ask us for a Solid Advice on :1. Trading & Investments ( Equity & Derivatives, Real Estate ).2. Wealth Management ( Mutual Funds, Bond & Debentures, Fixed Income Plans )3. Insurance ( Term, Life, General, Health )4. Wealth Creation ( Portfolio Management & Alternative Investments )Call us on :
Education
Wilsonia Degree College
Senior Secondary, Science
1996 — 1997
Punjab Technical University
Master of Business Administration - MBA, Information Technology
2000 — 2002
Apeejay School Of Management
Bachelor’s Degree, Computer Software and Media Applications
1997 — 2000
Wilsonia College
High School, Computer Science
1994 — 1995
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