Manage your money the easier way get your plan now.

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Manage your money the easier way
get your plan NOW!!!

• Wealthcare India Securities Pvt. Ltd
• Visit www.wealthcareindia.com
• Contact Us 91-98101 84368
• Email ID sales_at_wealthcareindia.com

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Overview

• Financial advisory is cost effective, and you
  dont have to pay a visit to advisors office or
  expect him to do so. You can get this job done
  through any of the online financial planning
  platforms. One such platform is that of
  Wealthcare Securities Pvt. Ltd. Wealthcare is a
  specialist Private Wealth Management Firm set up
  by entrepreneurs with Private Banking background
  to provide a professional platform of Private
  Wealth Management services.

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These services you can avail online

• Goal Based Investment Plan Goal Based
  investment planning helps identify long term
  financial goals and works best when started early
  to create the desired surplus for future. It is
  not a very developed practice in India but is
  gaining increasing traction with more and more
  investors.

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• Risk profiling and asset allocation In the
  investment profiles below the allocations to
  property is not listed property trusts but to
  direct property or direct property trusts. Some
  advisors in the financial services sector have
  classed a persons home and holiday homes as a
  property investment. Both of these are lifestyle
  investments and should not be taken into
  consideration when putting together an investment
  portfolio.

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• Tax related advice Most of us invest in Public
  Provident Fund or any other tax bachao schemes.
  However, despite of the Mutual Fund Awareness
  campaigns organized by Government of India and
  other private companies- banks, fund houses and
  those involved in investment advisory

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• Investment dashboard The investment portfolio
  dashboard is meant to keep investment managers up
  to date with portfolio performance and
  allocations. The data will allow managers to
  change allocations on the fly as well as keep
  their clients informed on performance.

• Fund selections and investment accordingly Your
  online investment advisor will analyze your data,
  your profile and then he or she will suggest you
  where to invest and how much to invest. You
  should trust your advisor with the data you
  provide.

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How it works?

• Online financial planners work almost on the same
  pattern as any other regular financial advisor.

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How it works?

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• Your current financial profile is analysed and so
  are your financial goals.

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• You can have detailed report of your liabilities.

• You can have access to your finances anytime and
  from anywhere.

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• You can be sure of the fact that all your
  personal information remains private.

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Thank You

• Any Questions.
• Ask 91-95820 12572
• OR
• Visit https//www.wealthcareindia.com/