A Trusted Partner in Financial Services
We offer comprehensive financial advisory services and help clients achieve their financial goals with effective and smart investment planning. We are certified Mutual fund and Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (insurance Regulatory and Development Authority).
Insurance is a means of protection from financial loss. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss. The amount of money to be charged for a certain amount of insurance coverage is called the premium.
Insurance other than ‘Life Insurance’ falls under the category of General Insurance. General Insurance comprises of insurance of property against fire, burglary etc, personal insurance such as Accident and Health Insurance, and liability insurance which covers legal liabilities. There are also other covers such as insurance for professionals, credit insurance etc.
Investment is time, energy, or matter spent in the hope of future benefits actualized within a specified date or time frame. Investment has a different meaning in finance from that in economics. In finance, investment is buying or creating an asset with the expectation of capital appreciation, dividends (profit), interest earnings, rents, or some combination of these returns.
Fifteen + Years of Experience in Financial Planning and Insurance Services.
Reliable advice backed up by value addition is one of our unique proposition that differentiates us from other vendors. This comprehensive approach of servicing our client base still keeps us at center stage among our happy clients.
Below are the financial services that Unique Wealth Solutions offer to you.
Goal Based Investing
90% of financial mistakes by individuals are made during the tax planning season.Use our tax planning tips to design a best tax saving plan
Financial Planning
The need for a financial plan is all the more very important in the turbulent economic times of today. If you do not have one till now, do not delay any more and Get it Now.
Mutual Funds
We have the breadth and depth of knowledge and technical expertise to help all clients who need support in identifying the right mutual fund plans as per client needs.
Wealth Creation
Wealth is a state of having an abundant time for yourself along with goods and services, luxuries, and abundant money.
Insurance Management
All of us wish to achieve financial freedom and also ensure enough money is available for financial needs for an Individual and a family.
General Insurance
Our specialists in partnership with leading insurance companies in India helps our clients to identify the right insurance for their individual or business needs.
Why Choose Us
We offer a wide range of financial consulting services and financial solutions to both individuals and organisations engaged in various streams. Our core competencies lie in our ability to help individuals, small and medium sized businesses to manage their financial health and to develop a sustainable competitive edge through our individualized plans and services.
Quality and Personalized Service
We take time to understand each client’s unique challenges and goals and provide solutions tailored to them. We maintain a one to one relationship with the client.
Advice
Our advice is focused on what is in the best interest of the client, and is not influenced by hype and market hearsay. Thus our planning advice is trustable & clients rely on us.
Client First
We base your financial plan keeping your needs under consideration to manage your life, goals and ambitions. We understand that this isn’t just about today rather it’s also about tomorrow.
Happy Families
Year Experience
Happy Individuals
Happy Clients
Experience in Wealth Creation
Our consistent, unequalled level of service gives our clients confidence that their financial affairs are handled with the highest level of competency. Our team experience promotes forward thinking, creativity and open communication and exhibits an atmosphere of enthusiasm and optimism, confirming our position as an integral part of a premier financial services firm.
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Testimonials
Our Client Reviews
Our more than 14 years of rich financial planning experience gives us the edge over competition. Our ethical approach ensures the client satisfaction and thus their further trust in our services.
Let Us Improve your Financial Planning!
Planning towards your finances certainly help you out in reaching your goals by evaluating your existing financial picture well. On the basis of your goals evaluation, various expert strategies are outlined to give you tailored individual needs and resources.!
+919989244859
contact@myfundinsights.com