Personal Finance Investment Solutions

WealthAndMe Investment Solutions

Growing Your Wealth through Collective Wisdom

Take Charge of

your Family’s

Future.

Achieve

Financial

Independence.

Grow your wealth through collective wisdom

Are you investing for the future of your family?

All of us invest in various financial products.

Are they invested keeping in view your various financial needs, your risk

profile and are these financial products tax efficient?

Are your investments diversified across asset classes in proportion to your

financial and wealth creation needs?

Are the investments in professionally managed, researched and rated

investment products?

WealthandMe Investment Advisory Solutions

Our investment solutions are designed to address the above questions and

guide you achieve financial independence, wherein your assets generate

income greater than your expenses.

As a personal finance advisory firm, we advise on investing in Equities,

Equity and Fixed Income Mutual Funds, Insurance, Gold ETFs &

Alternative investments.

Grow your wealth through collective wisdom

Benefit from using our services

We follow a portfolio approach to investing. Solutions we advise are with the

primary focus of generating income from well researched financial products,

help you save taxes and are flexible for portfolio rebalancing.

We recommend products based on detailed analysis of the research reports

available from major Mutual Fund houses, India Infoline, top brokerage firms

like HDFC Securities/ICICI Securities and Rating Agencies. We recommend

products which are simple, focussed and not hybrid.

Our investment recommendations in equity/fixed income products are based

on your financial/wealth creation needs and your risk profile.

We have an active investment blog and a Facebook fan page to facilitate in

you enhancing your knowledge on investing and for gaining from collective

investor community wisdom.

Below are a set of investment solutions which would help address financial/wealth

creation needs each of us have. Do contact us to know more. We would be happy

to understand your needs and guide you with the right investment products.

Grow your wealth through Collective Wisdom

Investing money required in the short term? Find

smarter ways to save tax

All of us have short term financial needs, be it funding for the

latest smart phone, next-gen television, buying jewellery etc.

We normally park these funds in bank savings or deposits.

Through our ‘Smart Save’ Solutions, we recommend financial

products which are tax efficient with no penalty for early

withdrawal of full or part amount. Know more…

Investing to fund your children’s higher education,

your next car or your first home in the next few

years? Explore secure ways

It helps to invest in products that have higher probability

returns with minimum risk for achieving those needs that are

close to our heart. With our ‘Achieve for Sure’ Solutions, we

recommend financial products that suit your risk profile and

make money available when you need it most. Know more…

Are your savings being spent on increase in

prices? Guard against Inflation

Inflation in prices of products we buy on a regular basis

would severely dent our potential to save for our other

needs. Through our ‘Inflation Guard’ solutions, we

recommend fixed income products to invest on a recurring

basis with facility to withdraw when needed. This helps you

to systematically plan your new investments or expenses and

thereby benefit from the timing of the investment or the

expense. Know more…

‘Smart Save’ – Tax Efficient

Savings Solutions

Guard

‘Achieve For Sure’ – Wealth

Protection Solutions

Solutions to Secure Future Savings

Investing to create wealth to build your next

big house or fund your children’s marriage?

Discover wise ways to lead a happy life

With our ‘Happy Family’ Wealth Creation solutions, we

recommend financial products with higher capital

appreciation potential. Products we recommend are across

asset classes taking into account your risk profile and

specific financial needs. It helps to invest in the best

professionally managed financial products to grow your

wealth and live prosperously. Know more…

Investing for your retirement needs? Check on the

returns

Investment solutions for building a retirement corpus are to be

in investment products that are relatively safe and provide

higher annual returns. This is because, higher annual returns

help build grow a bigger corpus when the power of compounding

is applied. Our ‘Retire Happy’ Retirement Planning solutions

help you invest in relatively safe financial products with higher

yield potential. It helps to retire happy. Know more…

Started great on your career. Build your

investments

The early years of your career are very crucial to build a

strong financial foundation. Our ‘StrongFoundation’

investment solutions identify those investment products

that best suit your earning potential and invest in the

best professionally managed products. Know more…

Grow your wealth through collective wisdom

‘Happy Family’ – Solutions to

Create Wealth

‘Retire Happy’ – Solutions to

earn higher safe returns

‘’’Strong Foundation’ – Solutions to

get it right early

WealthAndMe Investment Solutions

Website: www.wealthandme.com

Contact Number: + 91 89713 22704

Email: natraj@wealthandme.in

Like us on Facebook: http://www.facebook.com/WealthAndMe

Visit our Blog: http://wealthandme.blogspot.in/?view=flipcard

Our Team

Our Team constitutes members who are Certified Personal Financial

Advisors, AMFI Registered Mutual Fund Distributors and with a wealth of

experience in the Financial Services Industry.

Our Partnership

Grow your wealth through Collective Wisdom