Wealth Plus Financial Solutions Trivandrum

Financial Planning

WealthPlus can draft a complete plan for your life goals. "If you fail to plan, you are planning to fail."

Retirement Planning

No matter what age you are, Wealth Plus can help you build enough retirement corpus based on your expense.

Tax Planning

Best use of tax exemptions and benefits to minimize tax liability with 80C, 80D, 80EE, 54EC..

Mutual Fund & SIP

We can guide you to invest in Equity, Debt, Liquid, Hybrid funds to achieve your any time financial goals.

Insurance Planning

Protect your dependent from the financial loss of your life and income with Term & Health insurance.

Investor Education

We conduct Investor awareness seminar on second saturday of every month at 10:00 AM - 12:30 PM

Our Comprehensive financial planning

Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation. This includes areas such as cash flow analysis, Retirement planning, Risk appetite, Tax planning, Estate planning and Investment planning includes Childrens education, Marriage, Vaccation...

Financial Planning Standards Board Ltd. (FPSB) defines financial planning as a “Process of developing strategies to help people manage their financial affairs to meet life goals.”

We gather necessary information including your financial goals

Your financial goals can be Childrens education, Marriage, Buy a home, Retirement, Vacation...

Develop and Implement financial planning recommendations

Calculate cost of your current goals and the amount required then, And draft a plan based on your income.

Monitor the financial planning recommendations.

Based on your risk appetite, We can implement the plan and monitor it regularly to acheive the goal.

Our Solutions

we offer truly customised solutions to meet your financial needs.

Mutual Funds

SIP
ELSS (80C)
Retirement Fund
Children’s Plan

Term Insurance

Health Insurance
Term Insurance
General Insurance

Growth of money over time

Our scheme selection is based on personalised financial planning.

WealthPlus Recommendation (12%)

Traditional Investor (8%)

If you invest 5,000/- per month for a period of 20 years at 12% annual return Your SIP amount will grow to 30,00,000/-

“A very genuine and trustworthy Financial Consultant with good intentions to serve the customer is what I can summarise.

Dhanya knows her stuff very well and I have known her even before she started her own business. Worth taking advice as Dhanya is independent and not tied to any financial institutions.