Welcome To The WealthWin
A reputed name for comprehensive financial and product distribution services
We incorporated in the year 2014 and at present having more than 165 satisfied clients. We help clients to achieve their financial goals with effective and smart investment solutions. We are Certified Financial Planner, AMFI (Association of Mutual Fund of India) Registered Mutual Fund Distributor and Insurance consultants. We offer comprehensive financial advisory services, having highly qualified and experienced financial advisors.
We use our detailed knowledge of subjects like insurance, tax laws, and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide customised financial solutions & thereby make people enjoy a secured/ fulfilled life.
We incorporated in the year 2014 and at present having more than 165 satisfied clients. We help clients to achieve their financial goals with effective and smart investment solutions. We are Certified Financial Planner, AMFI (Association of Mutual Fund of India) Registered Mutual Fund Distributor and Insurance consultants. We offer comprehensive financial advisory services, having highly qualified and experienced financial advisors.
We use our detailed knowledge of subjects like insurance, tax laws, and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide customised financial solutions & thereby make people enjoy a secured/ fulfilled life.
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We assisti n wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Experience
Experience
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Satisfied
Clients
Clients
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Of AUM
Of AUM
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Of Awards
Our Philosophy
Right People To Partner
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Value Added Services
Value Edition
Experience
About Our Founder
Toral Somaiya
FOUNDER
Toral Somaiya is the Founder and CEO of WealthWin. Prior to this, she was working as Professor for Finance at H.L. college for Professional Education, Ahmedabad. She was also teaching CFP students.
She was actively involved in managing her family’s investments. Here she realised the lack of awareness and financial literacy even among the highly educated and successful young generation. That is when she left teaching profession and found her calling in helping people plan their finances.
She is a Certified Financial Planner’, which is the world’s highest certification in Personal Financial Management. She has done MBA (Finance) from Nagpur University.
She was actively involved in managing her family’s investments. Here she realised the lack of awareness and financial literacy even among the highly educated and successful young generation. That is when she left teaching profession and found her calling in helping people plan their finances.
She is a Certified Financial Planner’, which is the world’s highest certification in Personal Financial Management. She has done MBA (Finance) from Nagpur University.
