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Business Consultation

WELCOME

 Create Your Dream Wealth Through a Focused Process.

OUR MISSION

To consistently give need-based financial advice and wealth management advice to our esteemed clients. Wealth Pathfinder aims to help individuals turn their dreams and ideas into successful wealth generators with planning and comprehensive guidance from us.

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We offer Investment Advise under the brand 'Wealth Pathfinder'

 WEALTH GENERATION PROCESS

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Income Anlyses

Income Analysis

The foundation of wealth generation is to identify and analyze various sources of income

We believe that the endeavor of wealth creation begins with income generation and cash flow management

Flexible budget Planning

Outflow Analysis

After careful analysis of statutory obligations , needs and goals, it is vital to budget your spending habits for wealth generation.

A major exercise to augment wealth generation process involves careful outflow analysis to meet tax obligations, maintain lifestyle, get protection and achieve wealth growth.

Proper Documentation of services

Estate Mapping

The aim of wealth generation is to pass on the legacy to the next generation. We observe it as the most neglected area in wealth creation.

Estate Planning  aims at smooth transfer of wealth to legal heirs as per statutory provisions.

Arvind Tulalwar-Registered Investment Adviser-Individual.SEBI IA REG.No.INA000011015.
valid up to -02/07/2028

WEALTH PATHFINDER
INDIGO-2604 OROVIA WAGHBILL ROAD KAVESAR THANE WEST-400615

MOB-91-9819874161
SEBI Office Address-SEBi Bhavan,Plot No.C4-A,"G"Block,BKC,Bandra EastMumbai-400 051.Toll free Helpline-1800-22-7575,1800-266-7575

SUBMIT  GRIEVANCE HERE

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