Wealth Management Services
Rs. 2,500.00
Your wealth, managed with vision.
Wealth Management goes beyond investing — it’s about designing a financial life that reflects your goals, values, and legacy.
Our service is tailored for high-net-worth individuals and families who need a 360° approach to growing, protecting, and transferring their wealth. From investments and taxes to retirement and estate planning, we bring everything under one expert-led strategy.
What We Offer:
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Holistic Financial Planning
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Investment & Portfolio Management
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Tax Planning & Optimization
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Retirement & Succession Planning
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Estate & Legacy Planning
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Ongoing Financial Advisory
Key Benefits:
✅ End-to-End Financial Strategy
All aspects of your financial life are seamlessly managed under one unified plan.
✅ Tailored Wealth Solutions
We align every recommendation with your unique goals, values, and risk profile.
✅ Tax-Efficient Planning
Maximize what you keep by strategically reducing tax liabilities across your portfolio.
✅ Legacy & Estate Support
Protect your family’s future and ensure your wealth is transferred exactly as you wish.
✅ Ongoing Expert Advice
Your dedicated wealth advisor is available for continual guidance as your life evolves.
Frequently Asked Questions
Q: What is included in wealth management?
A: It includes investment management, tax planning, estate planning, retirement planning, and other financial services customized for your needs.
Q: How is wealth management different from portfolio management?
A: Portfolio management is about handling your investments. Wealth management is broader, covering your full financial life — investments, taxes, retirement, estate, and more.
Q: Do you assist with estate planning?
A: Yes. Estate planning is a key focus, ensuring your assets are preserved and distributed as per your wishes.
Q: Who typically uses wealth management services?
A: High-net-worth individuals and families who seek a comprehensive, long-term financial strategy rely on wealth management for personalized guidance and security.
Pairs well with
Wealth Management Services
Rs. 2,500.00
If you have any questions, you are always welcome to contact us. We'll get back to you as soon as possible, within 14 hours on weekdays.
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Shipping Information
All our products are uniquely made upon each order. We ship within 3 days from receiving the order (excluding Sundays).
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Customer Support
We are available from 11:00 AM to 6:00 PM from Monday to Saturday. Reach out to us by mailing at urgent@shunyatax.in or Whatsapp/Call us on +91 9461513673
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FAQ’s
Please visit our FAQ page or scroll down on the product page to see. If you sill have any doubts or questions, feel free to reach out, we love interacting with our community.
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Contact Us
We're all balanced by the great ledger of life. Debit your doubts, credit your courage, and reconcile your thoughts to reach us. Just connect by hearts, not by a number.
CONFIDENTIAL, TRANSPARENT.
We keep your information to ourselves and all the services are transparent, no hidden charges. You also get to directly talk to chief/ our top-tier advisors.
Service details
Professional Insight
Benefit from expert knowledge to ensure the best output/discussion.
Transparent Pricing
In-depth session with no hidden charges.
Privacy
Your personal details are safe and secure during the process.
Confidential
All advice and discussions are classified, hence assuring privacy and trust of our clients.
FAQs
Please read our FAQs page to find out more.
What happens after I purchase a service?
You will receive an automated confirmation email if you've entered your email at the checkout. After a shirt while, you will also receive a call from our confirming the details and the time of the meeting.
How do you ensure the confidentiality of my information?
Confidentiality is at the core of our services. All consultations and transactions are handled securely, and we implement strict data protection measures. Non-disclosure agreements (NDAs) when required are signed to protect your sensitive information. We have systems in place to ensure that your data remains private and is used only for the purposes of our professional advisory services. We also involve a very limited team members while doing the consultations.
What platform will be used for the meeting?
We usually opt for Google Meet or Zoom to have all our sessions.
Do you work with clients internationally?
Yes, we provide consultancy services to clients globally. Whether you’re located in North America, Europe, Asia, or anywhere else, we are equipped to assist you with international financial matters, including taxation, transfer pricing, and funding. Our team is knowledgeable about cross-border financial regulations and can offer expert advice no matter where you're based.