Services
As an experienced professional, our strategic services meet the needs of all types and sizes of clients - mass affluents to HNIs and UHNIs - and deliver lasting changes with measurable growth. Please get in touch with us today to learn how ATWealth can help your future success.
Financial Health Assessment is absolutely FREE!! Click Here to send in your interest and we will contact you
Financial Health Assessment
Understanding existing investments forms the basis of devising an efficient investment strategy. Our relationship with clients starts off with assessing their existing financial health
Risk Assessment
Investments/Products is one aspect of one's financial life. However, these investments/products can be easily jeopardized if one is not prepared for uncertainties which pose risks. Uncertainties are mainly with regards to one's "Life" and "Health". Being prepared for these uncertainties is extremely important for safeguarding your and your family's financial well-being. Therefore, adequate "Life" and "Health" insurance is utmost important
Education Assessment
Professional education costs are increasing year over year at a significantly higher rate as compared to the normal retail inflation. One can expect the education costs to grow threefold in a couple of years time. We therefore help our clients to understand the education needs and align right investments/products as early as possible
Retirement Assessment
Retirement is the most important milestone in every individual's personal as well as financial life. With increased life expectancy, duration of retired life is around 20-25 years. And with ever increasing inflation and non-pensionary jobs, sustaining the retirement period requires a built of huge corpus. We help achieve that with the right set of investments/products
Investment Strategy
Assessing financial health and requirements is of no use, if not supported by efficient investments/products. Getting the investment/product placement right is critical to help achieve your financial needs. We help with selection of investments/products from the plethora of available investment/product basket
Products
Mutual Funds
Insurance (Life and General)
Bonds
Systematic Investment Plan
Equity
NPS
Systematic Withdrawal Plan
PMS
Fixed Deposits