Wealth
to the next generation
A 3600 approach to
your wealth
Building Wealth
We help you build wealth through investments across assets like:
Equity shares / stocks
Bonds- Debentures
Mutual Funds
Portfolio Management Services (PMS)
Alternative Investment Funds (AIFs)
Corporate Fixed Deposits
Investments in gold
Unlisted shares / securities
Real Estate
Managing Wealth
We help you mange your wealth through:
Tax Management
- Tax planning
- Filing of income tax returns
Liability management
- Home loan
- Car loan
- Gold loan
- Personal loan & other types of liabilities
Accounting & Financial reporting
- Track all your investments across assets at one place
- Book-keeping & accounting services
- Cashflow management & statement
- Net worth statements.
- Expense Management & Budgeting
Protecting Wealth
Protecting your assets & investments through prudent risk management.
Using insurance planning to protect assets
- Life insurance
- Health insurance
- Motar car insurance
- Fire & general insurance
Systematic transmission of wealth to the next generations
Our estate planning & legacy planning services helps for smooth, effective & efficient transfer of wealth to the next generation through:
- Wills
- Trusts
- Philanthropic planning like setting up & operating charitable trust
Goal based financial planning
We provide financial planning solutions to achieve your financial goals & objectives such as:
- Financial planning to receive regular passive income post retirement.
- Financial planning to meet child's education expense (e.g. studying abroad)
- Financial planning to meet child's marriage expense
- Financial planning to purchase life style assets like buying your dream house or car
Including - making comprehensive financial plans that optimize inter related wealth components - Income, expense, assets, liabilities, tax, insurance, cashflows etc. Based on your financial goals, risk profile & investment objectives
NRI Services
- WEALTH 360 facilitates NRI investments across asset classes
- We provide NRI specific tax planning & filing of income tax related services
- Book keeping & accounting services for NRIs
Founder & principal financial planner at wealth 360
Name : Anuj Shah
Anuj shah is a proficient Certified financial planner (CFP) & MBA finance with over 17 years of experience in areas of investment management, portfolio management & fund management. He specializes in making comprehensive financial plans optimizing each inter-related wealth component i.e investments, assets, liabilities, income, expense, cashflows, insurance planning as well as legacy & estate planning, based on financial goals, risk profile & investment objectives of the client. Over the years he has helped hundreds of clients from diverse backgrounds (Business owners, self employed, professionals & salaried individuals) achieve financial freedom & have help them grow, manage & preserve their wealth for generations.
- info@wealth360.in
- 9820890409