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Financial Planning

Crafting your roadmap to financial success, one goal at a time.

Tax Planning

Maximizing your savings while minimizing your tax burdens - it's not just a strategy, it's our expertise.

Retirement Planning

Dreaming of golden sunsets? Let's ensure your retirement shines just as bright.

Risk Management

Navigating the waves of uncertainty, securing your financial journey with strategic foresight.

Investments

Stock

Dive into the world of potential and possibility with stocks – where every trade tells a story of growth and opportunity.

IPO

Embark on the journey of innovation and growth as you discover the excitement of IPOs – where visionaries meet investors in the pursuit of groundbreaking ventures.

Bonds

Secure your financial future with the steady rhythm of bonds – the cornerstone of stability in an ever-changing market.

Mutual Funds

Join the collective force of investors and unlock the power of diversified portfolios with mutual funds – where dreams of financial freedom become a shared reality.

Invest

An Investment Option For Every Goal

Stock

Dive into the world of potential and possibility with stocks – where every trade tells a story of growth and opportunity.

Bonds

Secure your financial future with the steady rhythm of bonds – the cornerstone of stability in an ever-changing market.

IPO

Embark on the journey of innovation and growth as you discover the excitement of IPOs – where visionaries meet investors in the pursuit of groundbreaking ventures.

Mutual Funds

Join the collective force of investors and unlock the power of diversified portfolios with mutual funds – where dreams of financial freedom become a shared reality.

Wealthebazaar’s Expert Advisory

Ready to safeguard your investments and secure your financial future with confidence? Let our team of experts at Wealthebazaar handle the complexities, while you focus on what matters most – achieving your goals.

Global Scorecard

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Success Scorecard

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Our Clients

Global Scorecard

Market Morning Notes For 1st Feb 2024 - Fintoo Blog

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Market Morning Notes For 1st Feb 2024 - Fintoo Blog

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Market Morning Notes For 1st Feb 2024 - Fintoo Blog

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Confused?

Book a call with our Financial Advisor to know more about our offerings and advice.

Book Free Consultation

Confused?

Book an call with our Financial Advisor to know more about our offerings and advice.

Book A Free Consultation

Confused?

Book an call with our Financial Advisor to know more about our offerings and advice.

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Wealthe

Trusted Business Management App

Advisor-X offers Mutual Fund Distributors & IFA to control their entire business using their Mobile Phones. Place Mutual Fund transactions on behalf of clients and share Valuation & Tax Package reports on Whatsapp. Equipped with valuable features like Video KYC, Goal GPS, Portfolio Analysis, and much more.

Benefits of E-Filing Your Income Tax Returns

Effortlessly file your tax returns and enjoy a hassle-free tax season with e-filing

Claim Tax Refund

If you have paid more income tax, you are eligible for a tax refund

Avoid Late Filing Fee

A delay in filing ITR makes you liable to pay a fee of up to 5,000 INR.

Obtaining Visa

Foreign consulates may ask you to furnish your income tax returns for obtaining Visa

Easy Loan Approval

The income tax return serves as an important document for loan approval

Advice on investment to save tax

Book a free appointment

Consultation over a call

Free tax saving advisory

Investment to save tax

We file your ITR for Free.

Book a free appointment

Consultation over a call

Free tax saving advisory

Investment to save tax

We file your ITR for Free.

Book a free appointment

Consultation over a call

Free tax saving advisory

Investment to save tax

We file your ITR for Free.

Financial Planning

Frequently Asked Questions

A qualified financial coach will give you professional advice and give you effective ways to attain your objective in a short period of time.

Start by reading the information about performance of different investment options such as index funds and ETFs and then progressively increase the level of your knowledge as you get more experience.

Ordinary savings come with tax deferment, whereas Roth accounts lets you make tax-free withdrawals during retirement. Pick the plan that is the best fit having a regard for your current tax situation and financial goals.

Invest in multiple assets, stay long-term and use the help of the financial advisor if you have the need for this in the times of instability.

Your plans will include assessing your finances, identifying the goals, creating the savings plans aiming at the expenses related to the significant milestones in your life.

WEALTH ELITE

Multi-Asset Transaction and Management Platform

Wealth Elite is the top mutual fund software for distributors in India. It is an AI-based white labeled Multi Assets SaaS platform for MFDs and IFA in India, equipped with digital Client Lifecycle Management (CLM) solutions offering Powerful Business Intelligence, Automated onboarding with Video KYC, Online Transactions, Online ATM, Goal GPS, Portfolio Re-Balancing, and much more.

Trusted Business Management App for MFDs

Brings complete Business of MFDs at their fingertips. Place MF transactions on behalf of clients, share reports on Whatsapp, track clients’ portfolios, and much more.

Portfolio Analysis !

Portfolio Analysis !

Research !

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