Financial wellness centre - Your guide to financial prosperity

Our Financial Services

Expert guidance for mutual funds, insurance, tax, and estate planning tailored to your needs.

A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
A person is looking at a computer screen displaying a document titled 'Overview - All Private Equity - Fundraising, Investments, & D'. The document contains statistical charts and graphs related to private equity market statistics from 2007 to 2022. Various tabs and functions like 'File', 'Home', 'Insert', and 'Design' are visible in the interface.
Mutual Fund Distribution

Personalized investment strategies based on your financial goals and risk appetite.

Estate Planning

Comprehensive advice on term and health insurance to protect your future as part of Estate Planning

Tax Planning

Strategic tax solutions to optimize your financial situation and maximize savings for your Mutual Fund Investments

Financial Services

Your one stop destination for Mutual Fund Investments

A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
A person holds a smartphone displaying a financial or stock trading app, with detailed graphs and numerical data visible on the screen. In the background, there is a blurred computer monitor and office setting, suggesting a work environment.
Mutual Funds

Tailored investment strategies for your financial goals.

A person holds a smartphone displaying a stock market application with graphs and financial data. A laptop is visible in the background, slightly blurred.
A person holds a smartphone displaying a stock market application with graphs and financial data. A laptop is visible in the background, slightly blurred.
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A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
Estate Planning Services

Planning for the future is essential to ensure that your wealth and assets are distributed according to your wishes while minimizing legal complexities and tax burdens. Our Estate Planning Services help you secure your legacy and provide financial security for your loved ones.

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Financial Wellness Centre provided exceptional guidance on my investments and helped me achieve my financial goals.

Santhosh

A digital stock trading interface with the focus on AMC Entertainment Holdings, Inc. The screen displays various financial data including stock prices, volume, and market cap. A red line graph shows stock performance over time and several buttons allow for different time frame selections like 1W, 1M, and 1Y. Various stock metrics appear in rows and columns.
A digital stock trading interface with the focus on AMC Entertainment Holdings, Inc. The screen displays various financial data including stock prices, volume, and market cap. A red line graph shows stock performance over time and several buttons allow for different time frame selections like 1W, 1M, and 1Y. Various stock metrics appear in rows and columns.

Their expertise in mutual funds and insurance planning has truly transformed my financial outlook for the better.

Suresh Kumar

A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
★★★★★
★★★★★
Services

Expert financial guidance for your Mutual Fund investments strictly based on your financial goals

Contact details

to know more about us email to

financialwellnesscentre.ekm@gmail.com

Mobile +91 9995412512

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