Financial Planning
We offer comprehensive financial planning services that help you define your goals and create a roadmap to achieve them. This includes budgeting, debt management, and insurance planning. We help you make informed financial decisions and reach your financial goals more quickly and easily.
Wealth Management
Our wealth management services are designed to help you grow and preserve your wealth over the long term. We offer portfolio management, and wealth preservation solutions that are customized to your needs & periodically reviewed.
Tax Planning
Our tax planning services help you optimize your tax liability by identifying tax-saving opportunities and implementing tax-efficient structures. We can help you manage your tax compliance requirements. This includes filing your tax returns, ensuring that you are paying the correct amount of taxes, and staying up-to-date on tax laws and regulations.
Estate Planning
Assistance with making legal and financial arrangements for the transfer of your assets after your death. It can also include planning for your care if you become incapacitated. An estate plan typically includes a will, trusts, powers of attorney, and healthcare directives.
Life & General Insurance
We can help you assess your risk tolerance and develop a risk management plan. This can include reviewing your existing insurance policies and making recommendations for changes if required. Assistance with health insurance for individuals & families are included.
Real Estate
Real Estate Services include conducting due diligence on the legal title (ownership), documentation, requisite approvals from Govt. authorities, technical soundness, and arriving at the fair market value of a particular property, including financial planning for buying/selling.
Recovery of Unclaimed shares & dividends from IEPF
Services include assisting clients across India who are facing issues in recovering old family investments in Shares/Debentures/Matured Deposits etc. which have been lying unclaimed or are lost and have been transferred to the IEPF Authority. Our firm helps investors in claiming back these lost or unclaimed investments back from the concerned Companies / IEPF Authority.
Unlisted Securities & Companies
At Wealth Stories, we understand the risks and opportunities associated with investing in unlisted securities and early stage companies. We can help you assess your risk tolerance and develop an investment strategy that is appropriate for you. We can also help you identify and research potential investments, and provide you with ongoing support and advice.