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Financial Planning
It is the process which provides a framework for achieving your life goals in a systematic, planned and proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning.
Read MoreInsurance Planning
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. we work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind.
Read MoreRetirement Planning
With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to Manage the expenses. During such times, careful retirement planning is the only thing, which can undoubtedly make your retirement period a golden era.
Read MoreAbout Us
EKAM WEALTH aims at providing customized financial and wealth management services to their clients while keeping in mind their objectives, goals and risk profile. It offers innovative investment solutions with superior risk adjusted returns to its clients by ensuring proper asset allocation in their portfolio and also rebalance it as and when required.
Our experience in the financial services space has given us an insight into what clients need and are able to offer services based on trust, transparency and a no conflict of interest approach in all our client dealings. We offer a wide array of products and services, including Integrated Financial Planning, Wealth Management, Tax Consulting Services, Insurance & Mutual Funds.
Our Products
Mutual Funds
Mutual funds are investments that pool your money together with other investors to purchase a collection of stocks, bonds, or other securities that might be difficult to recreate on your own. This is often referred to as a portfolio. The price of the mutual fund..
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Portfolio Management Services
PMS or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing it themselves. PMS could either be Discretionary; i.e.
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NCDs (Non Convertible Debentures)
Non convertible debentures are issued by the company so as to raise money from public. It is for a specific tenure where the company pays a fixed interest on the investment. NCDs cannot be converted into shares. On maturity, principal amount along with interest will be paid.
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Health Insurance
Health Insurance has become a necessity in today’s world, when the medical expenditures are so high. So to be on a safer side, one must opt for health insurance. Be it for best medical attention or to safeguard for sudden financial needs. Medical emergencies..
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General Insurance
Motor Insurance or vehicle Insurance is all about protecting against financial losses arising out of vehicle usage. Auto Insurance is one of the most common types of general insurance products. Car Insurance is mandatory by law and protects you and the people riding..
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Life Insurance
You will do anything for the ones you love. Thinking about why you need life insurance can be an emotional and stressful task. However, life insurance is one of the most responsible decisions you can make to help ensure that your spouse, children or other loved ones can continue..
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Corporate Fixed Deposits
Company Fixed Deposit (corporate FD) is a term deposit which is held over fixed period at fixed rates of interest. It is offered by Financial and Non-Banking financial companies (NBFCs). The maturities of various company fixed deposits can range from a few months..
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Loan
We can help you avail secured or unsecured loan at the most competitive rates in a hassle free, quick and easy manner through Banks/NBFCs based on your needs and requirements. The different types of loans that we can facilitate are
Read MoreGet Expert Financial Advice !
To understand the precise method of investment at the right time with the right strategy articulates a vision for spending today and saving for the future. This is of a broad financial plan. But some rules of thumb can notify you if your investment is on the right track. Mint spoke to financial planners to understand some ballpark ratios that will advise you if you are doing okay. This is where we have our expertise.
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