Wealth & Investment Advisory
💼 Secure Your Future with Smart, Tailored Financial Guidance
Our Wealth & Investment Advisory Services are designed to help individuals, families, and business owners grow, manage, and preserve their wealth with confidence. We combine data-driven strategies with personalized insights to deliver long-term value.
✅ Our Key Services Include:
📊 Investment Planning
Mutual Funds, Bonds, Equity & PMS
Systematic Investment Plans (SIPs)
Retirement Corpus Planning
Goal-Based Investment Strategies
🏦 Wealth Management
Portfolio Assessment & Rebalancing
Tax-efficient Wealth Structuring
Asset Allocation based on Risk Profile
Family Wealth Consolidation & Reporting
🧾 Financial Advisory
Insurance & Risk Management (Life, Health, Term, ULIP)
Tax Planning & Filing Support
NRI Financial Planning & Advisory
Inheritance & Estate Planning
💼 Corporate Advisory
Treasury & Surplus Management
ESOPs & Gratuity Fund Advisory
Capital Gain Reinvestment Support
Business Succession Planning
👔 Why Choose Us?
Certified financial advisors & registered professionals
Transparent, commission-free advisory (fee-based model optional)
Personalized strategies aligned to your goals
Digital dashboards & quarterly review reports
📞 Plan smarter. Invest better. Live confidently.
Let’s build a secure future together — one decision at a time.
📩 care@thaakurjib.store
📞 +91-8800494333