Namaste
Dear friend,
If there is one thing the COVID-19 pandemic has highlighted yet again, it is that the only constant in this world is change. And sometimes, change can be both unforeseen and unfortunate, leaving us or our loved ones In a diffIcult situation.
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While you have surely taken several steps to secure your family’s future, changes in your lifestyle or life situation or unforeseen economic factors can impact your income generation and future financial security..
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Are you certain your financial plans are still aligned to meet your future needs? Perhaps it is a good time to review your financial readiness to meet any unforeseen circumstances and identify any gaps in your financial planning.
And this is where we come in. Our team of highly experienced Financial Advisors can help you identify any gaps, weed out any under-performing assets and recommend customised financial solutions to refresh your investments for a better performance.
About Us
We are ‘myWealthline Financial Advisors’, a team of cross-domain advisors and Associate Partners supported by a centralised Research, Market Intelligence & Client Co-ordination team, dedicated to helping global Indians map their life-goals and recommending to them goal-oriented, tax-efficient financial solutions in following areas::
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A. Investment Advisory
> Mutual Funds & ULIPs
> Systematic Investment Plans
> Guaranteed Return Plans
> Govt. Bonds & Savings
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B. Wealth Management Advisory
> Wealth Multiplier Strategies
> Retirement Planning
> Inheritance Provisioning
> Personal Taxation
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C. Risk Management Advisory
> Family Future Protection
> Second Income Strategies
> Optimising Healthcare Costs Mgt.
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OUR USPs
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As independent financial advisors, we are not obligated to recommend any specific investment products from any Company, and this allows us to focus on developing customised financial plans best suited to meet our clients’ objectives and financial capacity
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With our group's presence across India, UK, U.A.E., Kenya, Singapore, and Hong Kong, we are in a position to offer financial advisory right at your doorstep, anywhere in the world..
Our Services
GOAL SETTING & PORTFOLIO REVIEW
Our team highly skilled financial advisors - with a combined experience of over five decades - is dedicated to providing global Indians a customised goal-oriented, tax-efficient investment solution mapped to meet any foreseeable life goal.
CUSTOM CRAFTED FINANCIAL STRATEGIES
We are product agnostic advisory group, Our teams are equipped to give you a holistic, customised financial solutions that are aligned with your specific life goals.
ZERO COST DOOR-STEP ADVISORY SERVICE
Our groups' presence in India, UK, UAE, Kenya, Singapore and Hong Kong allows us to offer you end-to-end financial advise anywhere in the world. And once you are ready to execute your financial strategy, our support team will co-ordinate directly with you for all documentation requirements, so you never have the need to step out of the comfort of your home or office.
PROACTIVE ANNUAL REVIEWS
Recognizing that future can throw-up unforeseen challenges - economic changes, tax laws or even changes in your personal life situation. Also with time, newer more lucrative investment options come by as well. We take a highly proactive follow-up approach to ensure the financial strategy adopted by you continues to address your life goals over time and we are able to address any unforeseen situation as they occur.
Strategies For A Secure Financial Future
We recognise that every individual’s needs and circumstances are unique, and no one strategy can help everyone. Which is why each one of our clients gets our personal attention - from identifying their life goals to crafting customised financial strategies to execution of documentation to annual reviews.
Planning for Retirement
For years, you have sacrificed a lot of personal time for your work. So why should you compromise on your lifestyle in your retirement years? We recommend investment strategies to help you build a corpus and income that you'll need to pursue the retirement activities you want. We can help you with
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> Monthly Income Plannjng for 5 - 40 years
> Retirement Fund Reinvestment
> Lifelong Spousal Income Plans
Planning for Child's Higher Education
For needs that are time-defined, so should be the liquidity of your investments, We can guide you with time-specific investment planning , so that adequate funds required to meet these needs are available – in time and in full. We map financial strategies with your specific needs to ensure your children's dreams come true - be it their college education or their start-up venture!
Planning for Protecting Family's Future
A well-structured insurance strategy is a must to help protect your loved ones from the financial consequences of unexpected events, yet at reasonable costs.. As product agnostic independent financial advisors, we are uniquely equipped to recommend a customised insurance strategy to secure your family. We cover
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> Wealth Multiplier strategies
> Continuity of Spousal & Family Income
> Liability Protection for family
> Tax Mitigation Planning
Inheritance & Legacy Planning
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We can advise you on how to create a huge legacy to take care of your family after you..
And especially for Indians settled abroad, we can advise you on
managing your personal affairs within your lifetime and planned distribution of wealth thereafter, in most tax efficient ways.
Family's Healthcare
Medi-care costs can be killing (pun intended). We recommend Health Coverage plans that enable you to manage the financial burden of illnesses that are bound to come up as you age. We can advise & assist you with acquiring low cost health covers for Entire Family covering all illnesses (incl. Cancer & COVID-19) and option of getting treatment anywhere in the world
Tax Planning
Knowledge of fully compliant yet tax -efficient investment strategies can help you better manage your overall wealth.
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> Maximising tax rebates
> Planning for Tax Exempted Returns
> Setting up a Trust or HUF
> Cross border Taxation
Building Wealth
Accumulating wealth involves more than managing a budget, or timing the market. Our expert advisory team can recommend an investment strategy specifically mapped to your personal goals, time horizon and risk tolerance. We speciailse in identifying highly tax efficient and low-risk investment options to ensure your wealth grows in sync with your goals.​
Our expertise covers diverse asset classes :
> Mutual Funds, ULIP & Systematic Investment Plans
> Guaranteed Wealth Builder Plans
> Guaranteed Income Bonds
> Complete Portfolio Management
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How To Get Started?
As in life, so in the world of Financial Management, without clear objectives and direction, any journey can seem overwhelming. But good news is, you don't have to do it all alone. With expert guidance from our advisors, financial planning can be an effortlessly smooth and purposeful journey to a secure future.
> We recommend scheduling a personal meeting with our financial advisor to help us determine your specific financial goals, investment time horizon and your risk tolerance
> We will then develop a customised investment strategy - one crafted specifically for you.
> Once you decide to execute our recommended strategy, our support team will co-ordinate directly with you for all documentation requirements, even as your financial advisor stands-by for providing any further clarifications you may want.
With our door-step service, available globally, you will never have the need to step out of the comfort of your home or office.
Contact Us :
