Financial Planning

Get all your Finances related queries rightly answered from us. Get your personal finances planned genuinely through a certified financial planner at a very reasonable cost. Financial Planning can change the way you live your life.

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Mutual Funds

We advise our clients to opt for the best mutual fund scheme. We keep monitoring their investments at regular intervals and guide them to shift their fund to a better opportunity as and when it is available.

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Portfolio Management Services

Makes you a more confident individual as your wealth is being looked after by an expert. Better returns compared to Mutual Funds.

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OUR SERVICES

Steps for Wealth Multiplication

Life Insurance Planning

On the basis of our rich experience of more than 16 years, we have advised hundreds of clients to successfully plan the best kind of bouquet comprising Term, Whole Life, Endowment, and ULIP.

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Health Insurance

We give the best advice for buying medical insurance (commonly known in India as Mediclaim): How much coverage is better for you and suggesting that the company from the industry can serve you the best.

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Retirement Planning

Retirement planning is done with a focus on offering you the highest possible fund at the time of your retirement and in installments thereon.

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Children's Marriage/Wedding Plan

Your son’s and daughter’s marriage / wedding is the single most important festival in your or every parent’s life. A simple wedding today demands 15 to 25 lakhs. Have you prepared a plan for the cost it will take 10-15 years from here at the time of their marriage?

We shall help you prepare a smooth plan that makes you worry free.

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Children's Higher Education Planning

Give them free wings to fly if they want to fly. Secure their future by always remaining their backbone as you have till now. Don’t let them compromise or assume, you may not be able to fund their higher studies costing higher fees.

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SIP ( Systematic Investment Plan )

When we invest a particular amount of our money in a Mutual Fund Scheme of our choice on a fixed date of our choice every month, it is called SIP.

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Estate Planning (Will Writing)

Leave all your worries regarding Estate Planning to us. Get the best guidance from certified experts to distribute your assets in a peaceful and disciplined way after your death as per your own planning. Don’t Delay, Do it Now.

Estate Planning (Will Writing)

At your service , to Multiply your wealth

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Send us your query with name of the field you want to know about and we will get back to you with detailed information as soon as possible.

testimonials..

What our clients say?

Dilip PatelPrinting Master & Textiles Consultant

I started investing my funds in 2006 and gradually invested all my funds in 2010 under complete guidance of Anand Wealth Consultants. I am very happy today for the same. I got their precious guidance at the most important time of my life when I needed it the most. My funds, my wealth actually multiplied several times through investing under Anand Wealth's knowledge and expertise based guidance. Thank you Anand Wealth a lot.

Dipti JariwalaBanker

I started small investments under guidance of Anand Wealth Consultants from year 1999. From the year 2002, I got their help in planning my overall finances. Today, my wealth is 40 times of my invested funds. In the backdrop of my working career, this has worked wonders for me because I was a banker and my bank went bust in the year 2009 blocking all my employee's funds like Gratuity, PF, etc.

Natubhai TandelArtist

I am very happy and always remain stress free for my financial future so far as my finances are planned by Anand Wealth Consultants. These are the most sincere people I have found and are always welcoming and friendly. My fund returns are excellent. My complete financial planning is done according to their guidance from year 2002.

Dr. Dharmendra ShethLinguistic Expert and English Professor

Anand Wealth Consultants are renowned and ethical wealth Consultants based in Surat having clientele from all around the world. All their advise is based on the knowledge of 200 years of investment history updated till the latest of the current affairs plus tons of fundamental research ascertained with technical analysis. They have multiplied their clients' investments by 40 times and even more in 13 years period with their research based consultancy. Hundreds of clients have benefitted from their advise and are living a wealthy, happy and financially free life today. Before buying an insurance policy, a health policy (mediclaim), a mutual fund, SIP, Bonds, Equity shares, a financial scheme, land, property, Gold, Silver or doing any kind of financial planning, I very much recommend you to consult Anand Wealth Consultants. This meeting will definitely be your life changing event because all our myths regarding Investment are busted once we meet them.