Introduction
At SS Wealth, we specialize in designing customized asset allocation strategies tailored to meet the unique financial needs of each family we serve. Our mission is to empower families to make informed and strategic decisions about their finances, enabling them to achieve their financial goals with confidence and clarity.
At SS Wealth, we are committed to guiding you through the complexities of wealth management, providing you with the peace of mind that comes from knowing your financial future is in capable hands. Let us help you make smart choices about your money and attain the financial goals that matter most to you."We strive to provide financial peace of mind to clients against life's two major financial risk - Loss of Income before Retirement & Loss of Income after Retirement."
At SS Wealth, our mission is to ensure that our clients feel secure and confident about their financial future. We achieve this by implementing strategies and solutions that protect against the uncertainties of income loss during their working years and after retirement. Our comprehensive approach includes personalized financial planning, risk management, and investment strategies designed to safeguard your income and support your long-term financial well-being.
At SS Wealth, our mission is to ensure that our clients feel secure and confident about their financial future. We achieve this by implementing strategies and solutions that protect against the uncertainties of income loss during their working years and after retirement. Our comprehensive approach includes personalized financial planning, risk management, and investment strategies designed to safeguard your income and support your long-term financial well-being.
"To be a Trustworthy long-standing FINDOC to my clients and enrich them Financial Freedom."
At SS Wealth, we aspire to build lasting relationships with our clients based on trust and integrity. Our goal is to provide expert financial guidance and support, ensuring our clients not only reach their financial goals but also experience the peace of mind that comes with true financial freedom. We are dedicated to being your reliable partner in every step of your financial journey, helping you navigate the complexities of wealth management with confidence and clarity.
At SS Wealth, we aspire to build lasting relationships with our clients based on trust and integrity. Our goal is to provide expert financial guidance and support, ensuring our clients not only reach their financial goals but also experience the peace of mind that comes with true financial freedom. We are dedicated to being your reliable partner in every step of your financial journey, helping you navigate the complexities of wealth management with confidence and clarity.
Why Us
Expertise and Experience
Our team of seasoned financial advisors brings a wealth of experience and knowledge to the table. We stay abreast of the latest market trends and financial strategies to provide you with the best possible advice.
Holistic Financial Planning
Client-Centric Focus
Ongoing Support
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%
Client Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.
E Wealth Account
NJ Recommended MF Portfolio
OUR TEAM
Ms. Sonal Luthra
Founder & Financial Wellness Coach (Certified Financial Planner)
Mr. Prakash Rane
Business Manager
Ms. Harshala Talekar
Back Office Operation
