Financial planning involves more
than just placing money
Investments where one can earn higher returns; it also involves understanding a person’s current financial needs and making investments in such a way that, in the event of retirement or the untimely death of the family’s primary breadwinner, they will still have the same source of income in the future. There is no reduction in the standard of living! The result would be ideal financial planning, which is a well-balanced blend of investing money in different streams. Mutual funds, real estate, bonds, insurance, and small savings plans are a few examples of the types of investments that can be made with these funds.
Numbers Speak For Themselves!
With 16+ years of experience, Online Wealth’s Mr. Praveen Kumar ( registered mutual fund distributor) has the expertise in knowing an individual’s requirements to meet their future goal. With an MBA he was also the member of MDRT and also has experience of 15+ years in investing in Mutual Fund. They deal in Mutual Fund, Life & Health Insurance, Loans & Stock Advisory. Online Wealth has a team of 15 which has a great client base and an AUM of 18 Crore. The team and is updated through various their research team, websites and newspapers to make sure any investor gets the best of the advice!
The Vision and mission being constant as making each day better and easier for clients and helping them achieve all their financial goals.