Services We Provide
Wealth Management
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Custom-built investment portfolios
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Goal-based asset allocation
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Ongoing portfolio review & rebalancing
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Real-time performance tracking
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Tax-efficient investment planning
Investment Advisory
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Mutual fund recommendations across categories
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Direct equity guidance based on market research
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SIP planning & tracking
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Alternative investments (REITs, bonds, etc.)
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Risk profiling and capital growth strategies
Financial Planning
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Retirement corpus planning
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Child education and marriage planning
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Emergency fund structuring
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Tax planning and optimization
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Wealth succession & estate planning
Insurance Planning
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Life insurance and term plans
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Health insurance with top-rated partners
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ULIPs and endowment plans
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Critical illness and accident cover
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Business insurance advisory
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Head Office:
Weathix Financial Services
123 Financial Avenue, Mumbai, Maharashtra, India
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