Investment Advisory Services

We at Wellworth Share & Stock Broking Ltd (WSSBL) believe that there is a tremendous need and scope in the business of Investment Advisory Services, Personal Finance Composite Services & Distribution of Financial and Insurance Services because the person today in pursuit of his desired goals has become too much engrossed in his self chosen business or job to such an extent that in spite of his will and desire to invest his disposable/ investible surplus funds he does not find the time to select, choose and make appropriate investments which would be in sync (tune) with his investment horizons and risk/return appetites. As a result he ends up making wrong investment decisions.

We adopt the “Financial Planning Approach” to identify the appropriate investment product suitable for a client. Instead of using traditional methods to sell the financial products. We interact with the client & based on such an interaction perform a “NEEDS- ANALYSIS” of the individual client and design a customised investment plan for each client. The plan is designed to “MAXIMISE THE CLIENT’S WEALTH” and it takes into account the individual client’s financial resources, risk appetite, the purpose for which the investment is made e.g. for children’s higher education / retirement planning and tax benefits.

At this stage we do not stop after preparation and implementation of the Investment plan but we continue to monitor the same on a day to day basis. We advise our clients to make the necessary changes in the plan depending upon the market scenario from time to time and according to the objectives/triggers which may be pre-decided upon in consultation with the client.

We distribute financial products in the areas of investment and risk management. The products dealt by us include Mutual Funds, Postal Savings Schemes, Public Provident Fund, Government of India – Savings Bonds (RBI BONDS), 54EC Bonds, Infrastructure Bonds, Equity/Bond Public Issues.

We at WSSBL have deployed PROFESSIONALS and HIGHLY EXPERIENCED PERSONNEL to carry out the above activities of Investment Advisory and Wealth Management Services on behalf of our clients without compromising our fiduciary role as the trustee for the client. We also draw upon our strong network of Corporate Clients and High Networth Individuals & huge retail clients to market the financial services.