Thank you for visiting our website. I am SUNIL MEHTA. We specialize in Wealth Management Services and Insurance Consultancy services for all types of Mutual Funds and Insurances, such as Pension Plan, Health Insurance, Term Plan, Children education/ Marriage/Securing future, Financial Planning etc. We offer customized Wealth Solutions which help people to achieve their long term and medium term financial goals through effective financial planning. Since last 28 years, we have helped more than 500 families and individuals in retirement planning, child’s education planning, financial protection against any unforeseen events etc. We offer a wide range of plans to suits your diverse needs. Our clients include salaried, businessmen, students, professionals, housewives, government employees and retired people.
Happy Family
Years of Experience
Certifications
AMC's
We love numbers! We collect data and insights, analyze them then take the time to learn about your objectives, ask the right questions to understand your financial goals.
Solutions are born from proper research, hard work, and strong strategy. We build data-driven roadmaps for your every financial goal to make and pave the way to achieve them.
We design the right solution for you. We provide and personalised services that are easy to use and easy to understand.
We assist in choosing the right solution for your financial goals. Help you choose from a large range of existing investment options a specially curated portfolio and minimize risk with our wide range of mutual fund options.
We get the right solution for your needs. Let our team of financial experts guide you towards the right mutual fund investments for your needs.
C3A/103C,2nd floor DDA FLATS Janakpuri, New Delhi - 110058