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Financial Planning

Way2Wealth is a leading Financial Planning Advisor in India.We are fee based financial planners, servicing clients across major cities like Bangalore, Hyderabad, Chennai, Mumbai and others.

We, understand that wealth is much more than money. True prosperity is the freedom and ability to accomplish the things most important to you. We believe that true prosperity can only be achieved when you have aligned your values with your financial assets.

Our Financial Planning team provides complete financial advice and service, helping you to develop an appropriate strategy and update to adjust as your life and circumstances evolve. We believe in providing our clients the best possible advice. Our comprehensive financial planning and investment process helps families like yours accomplish their goals.

Our Financial Planning team consists of Certified Financial Planners (CFPCM), a globally recognized mark for Financial Planning professionals. Certified Financial Planners have to fulfill the certification requirements of “Financial Planning Standards Board India” (FPSB India) to display the CFPCM marks, which represent a high level of competency, ethics, and professionalism.

Our financial plan will address important questions like:

  • What are your long-term financial goals?
  • Where are you now financially and where will you likely be in the future?
  • What do you need to do to achieve your financial goals?

Financial planning and investment is not a one-time event, but is an ongoing process. The Financial Plan is a base to making financial decisions, the plan can and should change over time based upon changes in one’s personal circumstances. Together with your Way2Wealth Financial Planning Advisor you will be able to achieve your life’s goals and aspirations.

We also advice on medical and critical illness insurance, accident and disability insurance, estate planning services, child education and savings, retirement planning, children marriage goals, etc.

Way2Wealth is in process acquiring SEBI Registered Investment Advisor (RIA) license, which shows our commitment towards client’s interest.

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