top of page
Friends at Cafe

Take control of your wealth

Fulfil your family commitments

360° wealth advice logo

360° wealth advice

SEBI regd investment advisor

No: INA000019594

​

Fee-only financial planning and investment advisory exclusively for armed forces officers and corporate employees.

For a discussion at no cost - "how can we help you?"

We have no Telegram or Whatsapp channels or apps and only contact details listed on this website belong to us.

3 step process to take control of your wealth

Discover

Design

Grow

  • Sign agreement, complete KYC, and make the payment seamlessly.

  • We begin by understanding your financial goals, current situation, and aspirations.

  • This involves an introduction call or meeting where we gather essential information to tailor a plan just for you.

  • We create a customized financial plan based on your goals, risk tolerance, and timeline.

  • We explain the plan clearly and help you take the right investment and protection steps to secure your future.

  • We regularly monitor your progress and review the plan to ensure you stay on track despite market changes or life events.

  • You get ongoing advice and periodic updates to adjust your strategy as needed.

  • Take control of your wealth and enjoy peace of mind!

Start your guided mutual fund investment journey at less than 2,500/- per quarter 
• Enough income throughout your life, after meeting commitments • Health family & parents • Education and Skills for mental, personal and professional growth • Relationships - enjoy time with friends and family ��• Mobility – the freedom to travel and live anywhere • Time and freedom to pursue one’s passions. • Manage unforeseen events – in health, profession, livelihood
Image by Alexander Grey

What is wealth?

Financial well-being leading to peace of mind

What is wealth management?

Planning your wealth to achieve a comfortable lifestyle that is free of financial worries 

Why 360° wealth advice?

Take Control of your Wealth. Fulfil your Family Commitments

trust

Trust

SEBI registered investment advisor.
No conflict of interest - fixed fee services, not commission based advice.

reliability

Reliability

Veteran - high standard work ethics.
10 years' experience at financial institutions and technology services.
SEBI registered investment advisor - qualified to provide financial advice

growth

Growth

Identify goals & ways to achieve them.
Investments in reliable and high performing mutual funds.
Consistent plans and handholding.

How we help you

360° wealth advice logo

Comprehensive, need based wealth planning across these services

Information Technology

Our Latest Blog Post

Need more details? Contact us

We are here to assist you in achieving your financial goals. Contact us by phone, email, or via our social media channels for personalized financial planning and wealth management services.

We have no Telegram or Whatsapp channels or apps and only the contact details listed on this website belong to us.

© 2024 by 360° wealth advice

Registration granted by SEBI, enlistment as IA with Exchange(BSE) and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.

bottom of page