Smart Strategies. Stronger Wealth

Welcome to
Wealth Financial Services

We adopt a structured and disciplined advisory approach.We are providing Financial Services to the Clients since 2000. We provide all most, all investment options to retail & HNI Individuals.We offer you a complete range of financial solutions. We will help the investors to increase wealth, manage wealth, minimize the risk and safeguard the uncertainty of the Life. Our services help you to achieve the financial goals in all levels.

Our Philosophy

consultations

Goal based Financial Planning

It's A Good Time To Invest And Plan Your Goal

By starting with a small SIP amount, you can benefit by power of compounting to meet this goal

Steven Park

Dream Home

You are planning to buy a house or villa. Everything is possible with a plan.

Jeremy Martin shape

Wealth Creation

Simple Small steps from an early age is key to wealth creation

Keith Thompson shape

Retirement

To maintain the same life style, Various Retirement plans and methods help you

Sara Vega shape

Child's Education

A foreign degree or the best college here, it is not easy to get in without a huge corpus.

Keith Thompson shape

Child's Wedding

Marriages are much more than meeting the two hearts together. Figure out the cost.

Sara Vega shape

Emergency

What happens when you lose a job or emergency comes in suddenly. Be prepared always.

Our All Service

What we provide to our clints

Wealth Management is more than just investment advice, it's a continuous process for the growth of the investment and it covers all parts of a persons financial life.

Wealth Financial service

Value of your SIP in different stages of investment

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  • 2025 : ₹5000
  • 2030 : ₹385136
  • 2035 : ₹1003284
  • 2040 : ₹1995416
  • 2045 : ₹3587798
  • 2050 : ₹6143586
  • 2055 : ₹10245650
  • 2060 : ₹16829502
  • 2065 : ₹27396646
  • 2070 : ₹44357013

Financial Videos

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Ready to start your SIP with us ?

That's great! Give us a call

+91 960 032 8109, +91 974 422 9993

Send us an email and we will get back to you as soon as possible!

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Disclaimer : This calculator is meant for illustrative purposes only. It demonstrates the power of inculcating a regular savings habit for the long term. There is no assurance or guarantee that the future values demonstrated herein would be achieved.Please read the Statement of Additional Information / Scheme Information Document carefully before investing.

Wealth financial Service

The process of making plans for something is called planning.

Wealth financial service

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Our Faq Us

Get this asked Answers
common questions

Who is a NRI?

According to the Foreign Exchange Management Act (FEMA), 1999, "an NRI is a person resident outside India who is either a citizen of India or a person of Indian origin (PIO)."

A person who has been in India for 182 days or more during a financial year and 265 days or more during the preceding four financial years qualifies as a NRI. NRIs can continue to enjoy non - resident status in India if their presence in India is more than 60 days but less than 182 days in a financial year, even if their stay in India during the past four financial year is 365 days or more.

Also, a person who has been deputed in a job overseas for more than 6 months, also qualifies for non-resident status. However, those who stay abroad on business visits or medical treatment, study or such other purposes which do not indicate or mean an intention to stay there for an indefinite period are not considered NRI.

Who is a person of Indian origin (PIO)?

A Person of Indian Origin (PIO) means a citizen of any country (other than Bangladesh or Pakistan), if he or she at any time has held an Indian passport or He or she or either of his/her parents or grandparents was a citizen of India by virtue of the constitution of India He or she is a spouse of an Indian citizen.

What are the different types of rupee accounts that are permitted and can be maintained by NRIs?

A NRI can maintain three types of rupee accounts in India as mentioned below -
NRE: Non-Resident (External) Rupee Account
NRO: Non-Resident (Ordinary) Rupee Account
FCNR- B: Foreign Currency (Non -Resident)

What are NRE and NRO accounts?

Non-Resident (External) Rupee (NRE) Account - NRE is a rupee bank account from which funds are freely repatriable. It can be opened with either fund remitted from abroad or local funds maintained in NRE/ FCNR accounts, which can be remitted abroad. The deposits can be used for all legitimate purposes. The balance in the account is freely repatriable.

Interest credited to the NRE accounts is exempt from tax in the hands of the NRI

Non-Resident Ordinary Rupee (NRO) Account - NRO is a rupee bank account and can be opened with funds either remitted from abroad or generated in India. The amounts in such an account generally cannot be repatriable. However, funds in NRO accounts can be remitted abroad subject to/as per various directives in force at the time of repatriation.

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What our clients say about us


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More than 500 channel partners enjoys trust and confidence with brand Wealth

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Dennis Wright

Yes, I am ARN Holder

/ AMFI-NISM Certified

Sabrina Milton

I am not AMFI Certified but I want to become a MF Distributor

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