About Me
Wealth Concept. The firm majorly is working for Complete Financial Planning, Tax Planning, Wealth Management, Financial Advisory, Retirement Planning, Risk Management etc. From past two years, the firm is successfully providing wholesome goal-oriented financial planning and solutions to achieve clients’ aspirations.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
I know Shveta from 2013. She was introduced to my wife through our family friend and she used to advice my wife on financial matters. Later I also started consulting her to manage my mutual fund investments and insurances etc. She being EX Banker and experienced lady, can make things easy for us by going beyond terminologies. What I like about her is Quick response and prompt service. Without any hesitation she will visit us on Sundays or at odd hours. She understands our needs and accordingly select products for us to balance the financial platter. We are very happy with her services and look forward to a long term association with her.
Vicky Ratnani
celebrity Chef
I know Shvetajee from 2016. My friends from food industry at Hyderabad and Pune suggested her name to me. She guided me from scratch how to build savings habits and how to meet my short-term and mid and long term requirements. I know she is always there for me to give me quick response with solutions. The connectivity with my Financial advisor gives me comfort and peace of mind. Her solutions are very practical and customised for me. Today I am confident that I will achieve my goals with her guidance.
Pradeep Pawar
(Sr Manager L & D-Browse House Baking PVt Ltd)
I know Shveta for more than 25 years. After she took VRS from HSBC in 2004 she continued her career in financial services and from that time she is my advisor. We trust her advice and she knows exactly what we need. My elder son who recently started working also took her professional help for his financial planning. She explained to him in simple words how the mutual funds and the different types of investments will work for him. She connects with youngsters very easily as she uses advanced technology and apps best suitable for them. She has professional skill to handle all types of investors. I have recommended her name to many friends.
Sreeram Manian
(OPC/CBO - Crédit Agricole Corporate & Investment Bank)
I know Shveta for last 4-5 years through my friend. I was in teaching profession that time and now I am a businesswoman in supply chain management. I got lot of support from Shveta to start from small savings. She understood my needs and encouraged me to do online SIPs and made profits for me which I would not imagine with Bank Fixed Deposits and other traditional products. I have to just make a call and she will help me. Her availability for me all the time gives me peace of mind. Her advice is unbiased and always in my interest. She is truly a friend, philosopher & guide to me.
Surbhipriya Deshpande
(Entrepreneur)
I have known Shveta for over 10 years, with her I began my journey into investments and with her guidance and help I seen my small sapling grow. She has good knowledge of not only the products but is extremely sensitive to the needs of all her customers. Her biggest attribute is her honesty and integrity and her passion in all that she does.
She never fails to amaze in even the smallest of requests and I am so glad that my portfolio is management by a person with sound technical and product skills
Helen Anthony