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更新日期：2019-06-21
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Wealth Munshi is One of India’s Premier Online Lifestyle Management
Advisory.
Wealth Munshi is well positioned to leverage the rich on-field experience of the
board members since 2001 .
With More Than 3,700 retail investors & 68 Corporate Clients who have been
acquired Since Aug of 2001 in India, USA, Australia, Phillippines & UK .
The Financial Planning Pattern we follow:
Part 1: Financial Planning :
( Goal Based Financial Planning ,Track your existing Goal & Create new Goals )
Part 2: Transact Online :
( Sip , One-Time , Sell, Switch )
Part 3: Track Your & Your Family's Portfolio Together :
( Your Family’s Staggered Investments Together on one Platform)
Part 4: Track Your Long term & Short term Capital Gains tax :
( For Last 10 Years )
Part 5: Track All Your Investments Together :
( Build Your Model Portfolio via Mutual Funds ,Stocks ,Metals, Fixed Deposits,
Recurring Deposits, Insurance & Other Fixed Interest Investments etc)
Part 6: Get Alerts on Your Life / Health /Motor Insurance , Mutual Funds, Bonds
Etc !
( Get updates on your Sip Dates , Insurance Due Dates , Maturity etc )
Here is Our Financial Planning Process :
1. Personal / Corporate Goal Achievement Program.
2. Detailed Income & Expense Analysis.
3. Cash Flow Management.
4. Current Financial Resources.
5. Debt Management.
6. Goal Funding Analysis.
7. Life Insurance Analysis.
8. Risk Profiling.
9. Asset Allocation.
10. Opinion on Structured Investments.
11. Action Plan.
12.Tax Planning .
13.Detailed Personalized Project Report .
Goal in the First Year of Our Relation:
To provide an Access that is both informative & simple for a customer to Understand All
Suitable Financial Products.
To establish strategic Financial Solution with All Service Providers & More Than 13,000
Financial Products Available Currently.
Embedding online Support such as Proactive Chat, Skype, Whats App Etc.
Since We Work on all Financial Products hence Reducing Your Time on Shopping Around
For a Suitable Financial Solution & also provide a personalized service for customers At Door Step.
An Unbiased Advise !
Our Clients :
Non-Resident Indians (NRIs)
Business Executives
Doctors
Architects
Engineers
Entrepreneurs
Persons of Indian Origin (PIOs)
Returned to India (R2I)
High Net Worth Individuals (HNIs)
Professionals in varied areas
Corporates & Educational Institutes.
Our Team is a Part of The Prestigious MDRT( Million Dollar Round Table) For the last 16
years in Which less than 1% of the Global Financial Consulting Organizations qualify.
To Register for a Financial Health Check, Simply click on link below :
https://goo.gl/J98x52
Experience Professional Investing !
wealthmunshi@gmail.com
+91-93979- 98765.
website : http://wealthmunshi.com
______________________________
Wealth Munshi© is A Registered Mutual Funds Distributor with AMFI
(Association of Mutual Funds of India) & a Certified Financial Planner.
A Digitial Initiative By Sanghi Consultancy
支援平台：iPhone