Wealth Management SERVICES
you.
You are working hard and doing great at your job or business. You are looking forward to growth and new challenges. Between work and home your own personal well being has taken a back seat? You know you should invest but unsure as to where and how to go about it. You have bought some Insurance as Investment vehicle. Your Bank Relationship Manager has sold you some ULIPs or SIPS. You don’t know where these investments are taking you now. You have felt self-critical about not taking your financial health seriously or You are stuck in some wrong investments. Does that ring a bell?
us.
Wealth aware is a wealth management firm founded by Tanvi Goyal in 2016. We’re in the business of serving ambitious individuals who are ready to take action and create a financial plan, budget, and investment portfolio in order to achieve the life of their dreams.We are headquartered in New Delhi and work in person and virtually with clients all over the world.
BOOK a FREE Online session with us Today.
01
DISCOVERY CALL
30-minute phone call to confirm its a a good fit.
Book Now02
Data session
Collect financial data and confirm financial goals
03
STRATEGY SESSION
Present custom budget and financial recommendations
04
ACTION SESSION
Implement financial advice and outline next steps
05
REVIEW SESSIONS
Two 60-minute review calls to check in, take action on financial advice.
We love
working on
the following
- Budgeting & Spending
- Debt Management
- Goal Setting
- Buying a home
- Employee Benefits
- Adequate Insurance
- Investment Planning
- Retirement Planning
- Tax Strategies
- Will writing
- Existing portfolio analysis
- Estate planning
Testimonials By Esteemed Clients
- Charushilla Narula
Education Consultant- Manoj Baadkar
All India Inspector General (National Coast Gaurd)
Armaan kapoor
Management, Wingreens, GurgaonAs a client, I am extremely happy with the financial advise I receive from Tanvi and her team. She has a knack of breaking things down and explaining things in a very simple yet concise manner. There is no doubt that Tanvi knows her subject with absolute clarity and goes out of her way to connect with me and update me with the macroeconomy and how it would ultimately impact my investments. Her advise and suggestions are genuine and I am extremely happy investing my money through her.
Aakash and Runika Gupta
Director, Metal Traders India Ltd."As a financial planner, Tanvi is part of our journey. Since I am already In a business of heavy fluctuating commodities, I was averting the risk of holding a mutual fund portfolio. She understood by concerns and that made us happy investors !! The part of her being honest about her advice has made us stick to the plan diligently. "
Amit Verma
Practice Partner, Cybersecurity and Risk Services, WIPROTanvi is a seasoned professional and an astute professional in her area of business. She has a keen attitude to understand one's requirements and financial goals before advising on the investments you should consider. Her honesty with advise and securing investments with a aptly managed risks and returns is highly appreciable. She is always available for consulting and advising on the changes on your portfolio as per your needs and fluctuations. her rigor towards her profession is highly commendable. Her proactive engagement to keep you posted on the latest updates on markets and advisory to keep your funds to maximum benefits as per your goals is commendable. I strongly recommend her for managing your portfolios.