SSG Wealthshastra Pvt Ltd Welcomes You.
At SSG Wealthshastra, we possess and continuously build, knowledge of all the available financial products in the market related to wealth management. Specifically, we understand which products are suitable for different types of investors based on their investor profile, and we offer only those products that are appropriate for everyone’s needs.
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You can get ready for a customized wealth management journey. Our profiling & consultation is a personalized session in which a client meets with our wealth partner to discuss their financial situation, goals, and objectives. During this session, the wealth partner may ask questions to gather information about the The client's current financial position includes income, expenses, assets, liabilities, and risk tolerance. Based on this information, we develop a customized plan to help clients achieve their financial goals.
Your guide to wealth enhancement … Our expertise is to provide advice based on a thorough analysis of financial markets, economic trends, and investment strategies and is informed by a deep understanding of finance theory and principles. With expertise in finance, economics, and investments, at Wealthshastra, use a variety of analytical tools and techniques to assess market trends, identify investment opportunities, and develop investment strategies. Along with these, we arrive at the unique allocation of products meeting your goals thereby tailored to clients' unique needs and objectives.
Your portfolio is visible, always at ease… Our platform allows you to easily monitor your entire investment portfolio in one convenient location. With our intuitive dashboard, you can view all your investments, including stocks, bonds, mutual funds, ETFs, and other securities, in real-time, giving you a clear picture of your portfolio performance, including gains and losses, asset allocation, and risk exposure. With our platform, you can easily track your investment performance over time and adjust your portfolio as needed, based on your individual financial goals and risk tolerance.
Partnering your wealth management journey… A dedicated wealth partner is a financial professional who provides personalized guidance and advice to clients on all aspects of their financial life. This advisor works closely with the client to understand their unique goals, risk tolerance, and financial situation, and develop a customized wealth management plan tailored to their needs. He enables clients to navigate the complex world of finance and make informed decisions to achieve their financial goals.
Go digital with your wealth with us … We enhance our client’s experience by providing them with a digital platform to automate and streamline their wealth management journey with us. Our platform automates many of the administrative tasks associated with wealth management, such as account opening and maintenance, document management, and reporting. You focus on your long-term wealth, while we focus on a hassle-free way to manage it.
Hassle-free experience just a click away… Our platform provides 1 click and hassle-free transaction. Eliminating the need for the user to go through a multi-step process, which can be time-consuming and cumbersome.
Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new ways to help you manage your wealth and optimize your profits.
“ Mr. Vinay Marawar, a retired corporate leader, now leads a comfortable lifestyle thanks to Wealthshastra's expert management of his lifetime corpus. After formalizing an agreement with Wealthshastra before his retirement, Mr. Vinay's post-retirement goals, lifestyle, and risk capacity were assessed and mapped against his assets, investment patterns, and liabilities. Wealthshastra then diversified his portfolio by channeling and safeguarding his wealth with appropriate investments in various instruments. For the past 4 years, Wealthshastra's knowledge, adaptation to market changes, and understanding of changing trends, policies, and profitability have made Mr. Vinay extremely happy. He admires Mr. Giri's honesty, supportiveness, and humility when providing recommendations and connecting with industry partners to enhance client satisfaction. With his wealth being professionally managed and protected, Mr. Vinay lives a stress-free life."
“ Mr. Vinod, NRI Corporate Professional Being an NRI, I prioritize efficient wealth management with strict compliance and documentation adherence due to currency differences. SSG Wealthshastra fulfill fulfills this need by ensuring my portfolio is compliant and balanced with the right investment strategies. Mr. SS Giri, the founder, is highly knowledgeable and always available for advice. With his proactive updates on the latest trends and changes, I feel at ease knowing that my wealth is managed by capable professionals. SSG Wealthshastra's innovative investment strategies and excellent services come highly recommended."
