WayToEquity is formally known as Way2Wealth Financial Services

FINANCIAL PLANS

INVESTMENT PLANNING

Our investment advisory services will help craft personalized strategies and recommend the best investment options tailored to your financial goals.

Need of Investment Planning

Investment planning is essential in India due to the country's dynamic economic landscape, rising inflation, and the increasing need for financial security. Proper investment planning helps individuals and businesses manage their finances efficiently while ensuring long-term wealth creation and financial stability.

 

Investment planning is not just about growing wealth; it is about securing the future, ensuring financial independence, and making informed decisions to navigate economic uncertainties. Proper guidance from financial experts and a disciplined approach to investing can help individuals make the most of their money in India’s evolving financial landscape.

Benefits of Investment Planning

  • Ensuring Financial Security.
  • Beating Inflation.
  • Creating Emergency Funds.
  • Liquidity Management.
  • Reduce Dependence on Loans.
  • Capital Appreciation.

GOAL PLANNING

Our advisors specialize in goal-based financial planning, helping you identify and prioritize your financial goals which sets your dream into reality.

Need of Goal Planning

Goal planning is essential in India due to rising financial aspirations, increasing cost of living, and the need for long-term financial security. Whether for personal or professional growth, structured goal planning helps individuals and businesses stay financially prepared for the future.

 

Goal planning is not just about managing money—it’s about creating a financially secure future, reducing financial risks, and ensuring that personal and professional aspirations are achieved without unnecessary financial stress.

Benefits of Goal Planning

  • Financial Stability & Security.
  • Helps in Prioritization.
  • Creating Emergency Funds.
  • Enhances Overall Financial Growth.
  • Reduce Dependence on Loans.
  • Encourages Savings & Investments.

RETIREMENT PLANNING

Our investment advisory services will help craft personalized strategies and recommend the best investment options tailored to your financial goals.

Need of Retirement Planning

Retirement Planning is crucial to ensure financial security and independence in later years. If a person hasn’t a proper planning for retirement he/she may face individual risk finance when they no longer have a regular income. It’s important to have a proper plan or strategy and start saving early to take advantage and be risk-free in future.

Benefits of Retirement Planning

  • Ensuring Financial Security.
  • Avoid Financial Dependency.
  • Creating Emergency Funds.
  • Healthcare Coverage.
  • Reduce Dependence on Loans.
  • Tax Benefits.

CHILD FUTUTRE PLANNING

Our investment advisory services will help craft personalized strategies and recommend the best investment options tailored to your financial goals.

Need of Child Future Planning

Child Future Planning is essential for any parents for their children to build a safe and secure future whether it’s for education or housing or starting a new career. Early planning allows parents to take advantage of building and securing their kids future for better.

 

Child Future planning also helps with future expense management. With rising cost of education having a dedicated saving plans for children can help elevate the burden of student loans. Also additionally it also helps with healthcare expenses or career changes can provide a safety net for you child.

Benefits of Child Future Planning

  • Flexibility for Child's Future Choices.
  • Enhanced Security.
  • Plan Great Education without Educational Loans.
  • Liquidity Management.
  • Reduce Dependence on Loans.
  • Growth Opportunities.

TAX PLANNING

As a tax planner specialists we will guide you with different tax-saving strategies and investment options, ensuring you keep more of your hard-earned money.

Need of Tax Planning

Tax Planning is essential for minimizing liabilities and make sure that you keep more of your hard earned money. By planning tax, you can manage your income, your investment and deductions, you can also reduce your tax burdens and maximize savings. Tax planning helps you with the advantage of tax credits, exemptions, and deductions that you might otherwise miss.

 

Tax Planning also helps you with decisions about retirement savings making your investments and making your major financial moves to minimize takes over time. Tax planning can make your financial situation stable in future by providing a clearer picture of your future expenses and being financially stable.

Benefits of Tax Planning

  • Maximizing Savings.
  • Prevent Tax Penalties.
  • Peace of Mind.
  • Liquidity Management.
  • Compliance Assurance.
  • Capital Appreciation.

NPS

As a tax planner specialists we will guide you with different tax-saving strategies and investment options, ensuring you keep more of your hard-earned money.

Need of NPS

The National Pension System (NPS) is a government-backed retirement savings scheme aimed at providing financial security to Indian citizens post-retirement. NPS allows individuals to contribute regularly during their working years, and the corpus grows through market-linked returns.

 

NPS also offers portability, meaning the account can be transferred across employers or locations, providing continuity in retirement planning. The system offers two main investment options: Active and Auto choice, allowing flexibility in choosing risk levels. At retirement, the accumulated corpus can be partially withdrawn, and the rest must be used to purchase an annuity for monthly pension payments. It is open to all Indian citizens between the ages of 18 and 70, encouraging long-term savings.

Benefits of NPS

  • Maximizing Savings.
  • Early & Partial Withdrawals.
  • Peace of Mind.
  • Flexibility.
  • Compliance Assurance.
  • Long Term Security.

PMS

As a tax planner specialists we will guide you with different tax-saving strategies and investment options, ensuring you keep more of your hard-earned money.

Need of PMS

Portfolio Management Service (PMS) is a personalized investment service offered to high-net-worth individuals (HNIs) that focuses on managing their investment portfolios. PMS involves active management of assets, where portfolio managers select and manage securities such as stocks, bonds, and other financial benefits. Clients benefit from professional expertise and have the option to invest in a variety of asset classes, including equity, debt, and hybrid options.

 

The service provides greater flexibility, transparency, and control compared to mutual funds, with customized strategies to optimize returns. PMS accounts are typically offered by asset management companies (AMCs) and come with minimum investment requirements, often starting at ₹50 lakh or higher.

Benefits of PMS

  • Personalized Investment Strategy.
  • Diversification.
  • Tax Efficiency.
  • Higher Returns Potential.
  • Minimum Investment Threshold.
  • Capital Appreciation.

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