HELPING YOU TO GROW YOUR WEALTH

WE PROVIDE RIGHT PRODUCT FOR YOUR NEED  

WE DISTRIBUTE ALL FINANCIAL PRODUCTS
IN LINE WITH YOUR RISK PROFILE

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Smart Investment Solutions for Long-Term Wealth Growth

At Anviksha Wealth, we help families make informed financial decisions through structured planning, disciplined investing, and personalized wealth strategies designed for long-term financial security.

Mutual Fund Advisory

Expert guidance to select the right mutual funds based on your risk profile, financial goals, and time horizon for consistent wealth creation.

SIP Planning

Build wealth systematically through disciplined monthly investments that leverage the power of compounding and long-term growth.

Goal-Based Financial Planning

Customized financial strategies aligned with your life goals — retirement, child education, home purchase, and financial independence.

About Anviksha Wealth

ANVIKSHA STRATEGIC The firm majorly is working for Complete Financial Planning, Tax Planning, Wealth Management, Financial Advisory, Retirement Planning, Risk Management etc. The firm is successfully providing wholesome goal-oriented financial planning and solutions to achieve clients’ aspirations.

How We Work

Understand Your Financial Goals

We begin by analyzing your income, expenses, risk appetite, and life goals to clearly understand your financial situation and future aspirations.

Design a Personalized Investment Strategy

Based on your goals, we recommend suitable mutual funds, SIP plans, and asset allocation strategies tailored specifically to you.

Ongoing Portfolio Monitoring & Support

We continuously review your investments, track performance, and make adjustments to ensure your portfolio stays aligned with your long-term wealth objectives.

Our Core Services

INVESTMENT PORTFOLIO

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

INSURANCE PORTFOLIO

Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk

WEALTH MANAGEMENT

Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.

TAX FUNDAMENTALS

Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.

MUTUAL FUND

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature

RETIREMENT-PLAN

Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.

Why Anviksha Wealth?

We focus on transparent advice, disciplined investment strategies, and long-term wealth creation to help you and your family achieve financial confidence.

Personalized Investment Recommendations

Goal-Oriented Wealth Planning

Transparent & Honest Advisory

Our Insurance Advisory Service

INVESTMENT PORTFOLIO

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation. Along with these – cash-flow situations, investments already made, net-worth and  are equally important to consider before deciding where should your hard-earned money get invested into.

RISK PROFILING –  Knowing ourselves well is more important than choosing products first. Risk Profiling helps in doing that. By carefully answering a well-researched set of questionnaires, your risk appetite can be known. This may not remain constant forever with changing dynamics of micro and macro-economic factors. Hence, it is important to go back and re-assess after regular interval.

PRODUCTS –  There are many investment products available in the market. The first check should always be that the product must be regulated by a govt. appointed regulatory body. Next, you must consider the suitability. All products are good in their own context and with a certain section of investors. Whether the same suits you or not, depends on your risk profile, investment horizon, liquidity needs and taxation aspect. Also, there are certain products which cater only to a particular section of society, e.g. resident individuals, senior citizens, girl child etc.

ASSET ALLOCATION – We should not put all eggs in one basket i.e. not all our money in one single investment product or category. Distributing our investments into poorly correlated asset classes often saves us from big losses and is expected to generate a steady return. Asset allocation must be re-aligned or re-allocated at regular intervals. There are investment products available which aim to inculcate this very principle of asset allocation in the way they are managed. Otherwise, custom asset allocation can always be done.

INSURANCE POLICIES

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.

Our insurance recommendations include Insurance For

·  Life Insurance

·  Health Insurance

·  Personal Accident Insurance

·  Critical Illness Cover

·  Travel Insurance

·  Motor Insurance

 

If you have existing insurance policies, it is important to realize that both over-insuring and under-insuring can be costly. We will review all your existing policies and ensure that you are appropriately and adequately Insured .

The loss of earnings and dent in wealth basket can be experienced with the death, disability, critical illness or long period of hospitalization and its clear impact is seen on the financial well-being. Planning for covering all such possible risks through insurance  always turns out to be fruitful as well as satisfactory to policyholder.

Instead of considering insurance planning as an absolute tool towards the overall financial planning, we often misunderstand it by calling an investment. Already where our daily lives remain unpredictable with uncertainties including an absolute loss of income, critical illness or even with disability, why not look forward for the attainment of absolute peace of mind  through an effective insurance planning technique.

Targeted Investment

Making holistic investment choice  is always preferred than making random investments. This can be achieved if every investment made is linked to a certain purpose. There are life’s goals which are critical to achieve. That includes – retirement fund accumulation, child’s higher education and marriage etc. Choice of products also depend a lot on the linked goal.

The key to accumulate retirement fund in time  is to start at earliest. It is not necessary to start with a bang. You can start with small amounts and increase it as your salary/income increases. Also, if you start early and you have time with you, you can gain advantage of high returns and maximize your investments by investing in equities or equity mutual funds.

 

TAX OPTIMIZATION

Tax planning  involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws . This should also consider all your sources of income. Tax planning should never be done in isolation. Tax saving just for the sake of utilizing an available section often leads to bad financial decisions. Tax planning should always get linked to overall financial planning paradigm of yours. There is a subtle difference between paying minimum possible tax  and saving maximum possible tax. We always prioritize the former.

We make it a top priority to first calculate your tax liability and then look for ways to save tax while achieving various financial goals. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year  and not just at the end of the year.

 

Our Testimonials

Frequently Asked Questions

Find quick answers to the most common questions about our insurance services, policies, and support process.

The best mutual fund depends on your financial goals, risk appetite, and investment horizon. We recommend funds after proper risk profiling and goal assessment.

 

You can start a SIP with as little as ₹500 per month. The right amount depends on your income, savings capacity, and long-term financial goals.

 

For optimal results, mutual funds are best suited for long-term investing — typically 3 to 5 years or more, depending on the type of fund.

Yes. We provide regular portfolio monitoring and suggest rebalancing to keep your investments aligned with your goals.

No. Financial planning is important for everyone — whether salaried professionals, business owners, or first-time investors.

Contact Us

Call

+91-8108919900

Address

MIDC Phase 1, Dombivli East, Kalyan East, Dombivli, Thane, Maharashtra – India

Email

ashishwani1@gmail.com

Secure Your Financial Future with Smart Investment Planning

Expert guidance in mutual funds, SIPs, and goal-based financial strategies to help you build long-term wealth with confidence.

Schedule a Free Consultation