About Us
Shwealth is a Fee-only investment advisor providing comprehensive financial planning services. As a SEBI registered investment advisor (RIA) firm, we prioritize our clients' best interests. We believe in offering unbiased advice by charging a fixed fee and not earning any commissions from recommended products. Our expertise lies in assisting clients in various areas such as:
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Goal based planning
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Retirement planning
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Tax planning
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Mutual Fund Portfolio Review
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Life Insurance planning
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Health Insurance planning
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Budgeting
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Comprehensive Financial Planning
Our USP
Objective
At Shwealth, it is our belief that most people either:
1) Do not engage in any financial planning
2) Engage in investing occasionally when they have spare capital - either through their knowledge or advise of friends and family
3) Invest randomly without having a goal
4) Choose the incorrect financial product that has low returns or high risk
Having an appropriate financial plan in place could actually make a difference of having a networth of several times more by the time you retire or reaching your retirement corpus several years earlier than your retirement age.
Shwealth aims to ensure Clients navigate the complex world of financial products with ease. Our financial planning process aims to equip Clients with the knowledge of their current and expected financial situation and the investment product and strategies to use and implement to bridge any expected gap and to maximise their wealth.
