Wealth Munshi - Your Goal Base

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