Wealth Nation ONE

Wealth Nation

Wealth Nation ONE symbolizes specific Financial solutions delivered during a Single time frame.

  • These can be availed as a stand-alone service or in combination with each other.
  • We, however, recommend to avail our ‘Freedom plans’ if the requirements are spread over more than two services rather than choosing multiple ones.
  • Implementation support is included in these plans depending upon the type of services selected.
  • Engagement periods for these services will range from about 7 days to 1 month.
Wealth Nation Website

Review Existing Investments

Rs. 5000/-

Streamline your existing Investments by identifying and segregating under-performing investment assets. Optimize your Portfolio with suggested Investment instruments basis advisory protocols.

Financial Goal Planning

From Rs. 5000/-

Find the Optimum pathway to your one or more Life Goals like Children’s Education, Assets Purchase, Expensive Vacation, Emergency Funds accumulation among others. (Except Retirement Planning)

Risk Assessment and Insurance Planning

From Rs. 5000/-

While its important to plan for various Goals and work to fulfill them, equally important is to fool-proof them with Alternate Planning. Get Advice for Health and Life Insurance Plans as part of Risk mitigation strategy.

Retirement Planning

Rs. 10000/-

Often one of the most under-rated and overlooked aspect is Planning for Retirement Life. With advent of Nuclear families, Life style advancements, Spending habits, Increase in Medical Costs and Life expectancy; Proper Retirement Planning is a must. We help you do it Clearly and Thoroughly.

Estate Planning

From Rs. 5000/-

One of the ultimate aims of Wealth creation is that the Assets created over the lifetime are efficiently and effectively channelized as per our Wish. We offer basic to advanced Estate planning services with help from subject experts wherever necessary.

Financial Planning

From Rs. 15000/-

Financial Planning is about taking a holistic view of various aspects of your Personal finance. With Our Standard and Advanced Financial Planning services, we help you connect the dots of your varied resources with your Life Goals to create optimum outcomes. Here, Financial Planning solutions are as a one-time engagement service.

Process Flow

Wealth Nation
  • Primary contact is established via any of the applicable channels
  • Appointment is fixed to connect via electronic media (or in person).
  • At this stage, basic financial and non-financial Client data is required
  • A suitable understanding is established of advisory support required
  • Final decision about the exact service requirements is reached
  • Client – Adviser agreement is signed off to define proper structure
  • Fee payment is to be done as per the decided agreement terms
  • Personal and Financial information to be provided in given format
  • KYC process is undertaken as per SEBI guidelines
  • Client Risk Profile is determined to ascertain Asset allocation strategy
  • Goal Planning is done where required to work out further strategy
  • Advisor analyses and charts out stress tested solutions
  • First cut of results and solution is shared with Client for review and discussion
  • Basis feedback, Final solution is reached. It is shared and explained to Client
  • Active Implementation services will be provided wherever required and agreed
  • Online platforms for implementation, tracking, reviews are provided where necessary
  • Certain services like Estate and Tax planning might have different process flow
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