Secure Your Financial Future with Investment Point !
Your Trusted Partner in Wealth Management and Financial Planning
Expertise
Mutual Fund Advisory
Guiding you to invest in top-performing mutual funds.
Life Insurance Planning
Ensuring financial security for your loved ones.
Health Insurance Solutions
Protecting you against unforeseen medical expenses.
Estate Planning
Helping you manage and transfer your wealth efficiently.
Wealth Management
Comprehensive strategies to grow and preserve your wealth.
Tax Planning
Optimizing your finances to minimize tax liabilities.
Why Choose Us for Your Financial Freedom?
We can be your ideal investment partner on your path to become rich.
Create Wealth
Accumulation of assets over a long period of time. A major example of wealth creation is a retirement plan.
Meet Goals
To help you get started on your financial goals through budgeting saving and building your credit.
Save Tax
Learn more about Different Tax Saving schemes and Investments to reduce the Taxable Income in India.
Be Rich
The key to growing your wealth is to start early and make regular investments and be rich
Why Do People Fall Behind in Financial Success?
- Lack of Financial Education: In India, we don’t learn much about money in schools, leading to a poor understanding of how to manage it.
- Break Free from Financial Struggles: If you’ve seen your family face financial difficulties and want a better future for your children, this webinar is perfect for you.
- Build Wealth for the Future: Discover how investing in mutual funds can help you create wealth and leave a legacy for the next generation.
- Affordable Learning: Join us for just FREE and gain valuable insights that can change your financial life for the better. Get expert insights from mutual funds India’s robust research team.
GIVE S H A P E TO YOUR INVESTMENTS....
Managing Your Money
✅ Create a budget to track income and expenses effectively.
✅ Build an emergency fund for financial security in unexpected situations.
✅ Reduce debt to improve cash flow and increase financial freedom.
Investing Wisely
✅ Diversify your portfolio to reduce risk and maximize potential returns.
✅ Start early to take advantage of compound interest and long-term growth.
✅ Do your research to understand market trends and make informed decisions.
Achiveing Financial Freddom
✅ Live below your means by controlling spending and saving consistently.
✅ Invest for the long term to grow wealth and create passive income streams.
✅ Eliminate high-interest debt to free up cash flow and reduce financial stress.
Planning for Financial Goals
✅ Set clear, specific goals to guide your financial decisions and track progress.
✅ Create a realistic budget to allocate resources towards achieving your goals.
✅ Review and adjust regularly to stay on track and adapt to changing circumstances.
Clearing Loans & Credit Card Dues Fast
✅ Prioritize high-interest debt to reduce the overall amount paid over time.
✅ Make extra payments whenever possible to shorten the repayment period.
✅ Consolidate loans to simplify payments and potentially lower interest rates.
Retiring Early & Beating Inflation
✅ Start saving and investing early to maximize compound growth.
✅ Invest in inflation-beating assets like stocks or real estate.
✅ Live frugally and reduce unnecessary expenses to save more.
Who can benefit from our financial expertise?
Begineers in investing
Individuals seeking financial knowledge
Parents planning for their children’s future
Anyone facing financial challenges
Those looking to build wealth
People aiming for early retirement
About Your Mentor
I, HARENDRA MAHESHWARI, AMFI -Registered Mutual Funds Distributor & IRDA Certified Insurance Advisor, Financial Goal Planner, Peace Of Mind Provider present my Firm INVESTMENT POINT which has been consistently working since April, 2007 to help people find their financial freedom. I have also successfully completed Training Program on certified Financial Goal planner -advanced Program conducted jointly by NSE Academy Limited and PGP Academy from 6th April, 2022 to 2nd July, 2022. Since I started my own firm, INVESTMENT POINT in April, 2007, I have helped several individuals define, achieve and redefine their financial goals as their wealth consultant. In this manner, I have been able to grow more in sync with the in-depth insights of my client friends and the market offering them one-on-one attention. Hence further, clarity has been established in building trust worthy relationships and what they want. With extensive wealth consultancy experience, I mentor my clients every step along the way to fetch what they need. My services include budgeting, cash flow management, life insurance planning, health insurance planning with timely renewals, vehicle insurance renewals, Goal based investment planning, pension planning etc. Currently, I am serving more than 500 families in their desired financial pursuits.
Our Misson
Our Mission is to Educate, Empower & Inspire people to live their financial dreams. My objective is to serve 200+ new clients every year as well as all existing clients. The reliable outlook and direct communication only facilitate the best from both ends.
Our Vision
By providing premium financial education, trainings, conducting
several awareness programs regularly for investors and corporates
alike from various segments of society for their financial aid. And
empower people to take control of their financial future.
Real Stories, Real Results
"I’ve always struggled with managing my finances, but after consulting with this team, I finally have a clear investment strategy. Their advice on mutual funds and tax planning has helped me grow my savings and plan for the future. Highly recommended!"
"The financial guidance I received has been a game-changer. Their team helped me understand the importance of diversifying my investments, and now I’m on track to retire early. I can finally stop worrying about my finances!"
"The personalized financial plan I received exceeded my expectations. They not only helped me with mutual fund investments but also gave me practical advice on saving for long-term goals like my children’s education and retirement. I feel more confident about my financial decisions now."
"As a single mom, I didn’t know where to start with my savings and tax planning. This service not only simplified everything for me but also helped me optimize my mutual fund investments. I feel so much more secure about my financial future!"
Frequently Asked Questions
What services do we provide ?
We offer a range of financial services including investment planning, retirement planning, tax strategies, risk management, mutual fund advisory, estate planning, and budgeting. Our goal is to help you make informed decisions to achieve financial security and growth.
How can I benefit from working with a financial advisor?
A financial advisor helps you identify your financial goals and creates a personalized plan to achieve them. We provide expert advice on investments, tax-saving strategies, and wealth management, helping you navigate complex financial decisions with confidence.
Do I need a large amount of money to work with a financial advisor?
No, you don’t need a large sum of money to start working with us. We cater to clients of all income levels and help you make the most of your current financial situation, whether you’re just starting out or looking to grow your existing assets.
Can you help me with tax planning and saving on taxes?
Yes! Our financial advisors provide tax planning services to help you minimize tax liability through strategies like tax-efficient investments, tax-advantaged accounts, and strategic withdrawals. We’ll work with you to ensure that your financial plan considers both current and future tax implications.
What are mutual funds, and how do they work?
Mutual funds pool money from multiple investors to invest in a diversified portfolio of stocks, bonds, and other securities. As an investor, you own shares in the fund and benefit from its overall performance. We offer expert guidance on selecting the right mutual funds based on your financial goals and risk tolerance.
Disclaimer: Investment in securities market are subject to market risks, read all related documents carefully before investing. Wealth India Financial Services Pvt. Ltd is a registered member of BSE and NSE and Mutual fund distributor with AMFI Reg no. ARN – 69583. *T&C Apply
Feel Free to Contact Us
4/149, VIDHYADHAR NAGAR,
JAIPUR, RAJASTHAN,
INDIA PIN 302039
hr_maheshwari@yahoo.co.in
