About Me
ANVIKSHA STRATEGIC The firm majorly is working for Complete Financial Planning, Tax Planning, Wealth Management, Financial Advisory, Retirement Planning, Risk Management etc. The firm is successfully providing wholesome goal-oriented financial planning and solutions to achieve clients’ aspirations.
Our Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
"Anviksha Wealth has been an invaluable asset in my financial planning. Ashish and his team have provided sound advice and guidance to ensure that I have the best financial plan in place. They are very knowledgeable in their field and have been able to provide me with a comprehensive plan with a great returns on investments. Highly recommended!"
Mr. Pradip Thite
"I have been working with Anviksha Wealth for the past 6 years and I have been extremely pleased with the service and advice I have received. Ashish and his team have been very professional and have helped me to understand the intricacies of investing and financial planning. I highly recommend their services."
Mrs. Madhuri Kamble
"I have been working with Anviksha Wealth for the past 5 years and I am extremely satisfied with the service and advice they provide. Ashish and his team are very knowledgeable and have been able to provide me with sound financial advice. I would highly recommend their services." -
Ms. Ritu Nair