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ABOUT OUR COMPANY
Over 10+ Experience in Finance Industry
We Make Money Work For You
Health and Welath management Is started 10 years back with the Vision of Creating awareness of Financial Planning and Importance of right Investment instruments as per intent.Started with small amount of Rs.500 in MF and today serving more than 600 clients with AUM of More than 150cr including MF, Insurance, Equity and FD.
Ashwini Shah
ASHWINI SHAH
CEO/ Founder
OUR BEST SERVICES
We pride ourselves on offering Great service
Wealth Management
Wealth management is a comprehensive financial advisory service that focuses on managing
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Financial Planning
Financial planning is the process of setting and achieving personal or organizational
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Investment Analysis
Investment analysis is the process of evaluating potential investments to determine their
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Mutual Funds
Mutual funds are investment vehicles that pool money from multiple investors to
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Equity Investment
Equity investment, also known as stock investment, involves buying shares or
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PMS
A portfolio management system (PMS) is a comprehensive software or platform used
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Life Insurance
Life insurance is a contract between an individual (the policyholder) and an
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General Insurance
General insurance, also known as non-life insurance or property and casualty
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Medical Insurance
Medical insurance provides financial protection against unexpected medical expenses by
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We Are Professionals And more Experiences
Trusted by more than 600 clients with AUM of More than 150cr including MF, Insurance, Equity and FD.
Clients
Asset (Cr )
Insurance ( Cr )
- Mutual Funds 65%
- Equity 20%
- Insurance 15%
WHY CHOOSE US
Delivering the Best Consulting Experience
Health and Welath management Is started 10 years back with the Vision of Creating awareness of Financial Planning and Importance of right Investment instruments as per intent.Started with small amount of Rs.500 in MF and today serving more than 600 clients with AUM of More than 150cr including MF, Insurance, Equity and FD.
One Stop Solution
We offer financial Product to meet your short and long-term financial goals. We also offer product which takes care of your liquidity and tax requirement.
Track & Invest Online
Invest Online with Health Of Wealth offer online platform for hassles free investment and can track your investments at ease
End To End Support
We provide end to end support; from on boarding client till Investment execution. Investment is a dynamic process and we provide the required support.
Customized Solution
We offer financial Product to meet your short and long-term financial goals. We also offer product which takes care of your liquidity and tax requirement.
We Make Money Work For You
Our Happy Customers
A Satisfied Customer is the best business strategy of all
I have great experience with Health & Wealth Management, also they provide me good suggestion on time to time & they are very supportive.
Arun Yadav
SEO Analyst
It was a great experience to be associated with Health & Wealth Management. I am very impressed with quality & level of service received from Health & Wealth Management.
Chandrashekhar Patidar
Web Designer
I have great experience with Health & Wealth Management, also they provide me good suggestion on time to time & they are very supportive.
Arun Yadav
SEO Analyst
Frequently Asked Question
How Can We Help You?
How did Health & Wealth Management start?
Health & Wealth Management began 10 years ago with our vision is to be the trusted partner for individuals and businesses, providing expert financial guidance and innovative solutions to achieve their dreams and secure their future. Today it proudly serves 600+ clients with over Rs.150 crore AUM across MF, equity, insurance and FD.
What services do we provide?
Financial planning and investment consulting covers:
- Goal Planning: Identifying financial goals, such as retirement, buying a home or funding education etc
- Risk assessment: Evaluating risk tolerance and developing strategies to manage risk.
- Investment Planning: Creating a diversified investment portfolio to achieve goals.
- Tax Planning: Minimizing tax liabilities and optimizing tax efficiency.
- Retirement Planning: Building a sustainable income stream for retirement.
- Estate Planning: Managing assists and wealth transfer.
- Insurance Planning: Protecting against unforeseen events and risks.
- Wealth Creation: Growing and protecting wealth over time.
- Portfolio Management: Monitoring and adjusting investments to stay on track.
- Cash flow management: Managing income and expenses to achieve financial goals.
What is the minimum amount required to start investing?
The minimum investment required varies depending on the financial products or service. Some options have a minimum, while others may require Rs,5000 to Rs.10000 or more. Let’s discuss your goals and risk tolerance to find the best fit for you.
Why is financial planning important for me?
Financial planning matters because it helps you achieve financial stability, security, and freedom. It enables you to
- Reach your goals, like buying a home or retiring comfortably.
- Manage risk and uncertainty.
- Build wealth over time.
- Make informed financial decisions.
- Enjoy peace of mind and reduced stress.
- Create lasting legacy for loved once.
Take control of your finances and secure future!
WE MAKE MONEY WORK FOR YOU
Get A Free Consultancy Right Now Here
Mail Us
info@wealthwelness.in
Call Us
+919324557717
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