Wealth Jewels - Wealth Management & Financial Planning
- Investment, Wealth Creation & Insurance
Area of Expertise
o Mutual Fund (SIP & Lum sump)
o Portfolio Management Scheme (PMS – Small & Large)
o Equity
o Health Insurance
o Life Insurance (Term | ULIP | Traditional)
o Pension Planning
o Business Insurance (Key Man | Employer-Employee)
o MWPA
o Group Insurance
o General Insurance (Motor Insurance | Fire, Theft & Burglary | Marine Insurance)
o Legacy Planning
About Us
- We offer diverse services like investment management, tax planning, and estate planning, evolving into one-stop solution for comprehensive financial solutions
- Core Values
Integrity
Earn trust through your actions, embody integrity, and recognize the privilege of being entrusted.
Intellectual Curiosity
Cultivate intellectual curiosity, embrace innovation, and strive for ongoing professional development.
Humble Confidence
Exude humble confidence and take immense pride in our accomplishments
Passion
Infuse passion, exude enthusiasm.
Warmth
Radiate warmth through care, welcome, and kindness
Company Details
- Founded
- -
- Address
- B - 701, N G Garden, Gaurav Garden Complex, Bunder Pakhadi Road, Kandivali West, Gaurav Garden Complex,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://wealthjewels.in/
- Keywords
- Entrepreneurial Empowerment Program for Women, Risk Mitigation, Business Continuity, Retirement Planning, Inflation Hedge, Business Insurance, Married Women's Property Act (MWPA), Legacy Planning.
- HQ
- Mumbai, Maharashtra
- Competitors
Wealth Jewels Questions
Wealth Jewels's website is https://wealthjewels.in/
Wealth Jewels's LinkedIn profile is https://in.linkedin.com/company/wealth-jewels
Wealth Jewels's industry is
Financial Services
Wealth Jewels's categories are Financial Services
Wealth Jewels's founding year is 2019
