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Wealth Guru

24/7 Support: 846-035-2818

cmd@iwealthguru.com

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24x7 Available Helpdesk

Integrity, Confidentiality & Commitment
  • 10+

    Services

  • 5000

    Customers

  • 10

    State

OUR SERVICES


Broking

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Insurance

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Mutual Fund

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Finance Planing

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PMS

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Risk Management

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This We Do ...

Wealth Preservation

Why stress out about what’s going on in the markets if you’ve already won the game? For many families, forever piling on market risk hoping to achieve higher returns runs counter to enjoying the ideal, carefree life they have in mind. Their money becomes a burden instead of the blessing it should be.

Employing evidence-based investing to manage your money, we achieve two ends: We shift your focus from chasing wealth, to organizing, optimizing and appreciating it. Plus, the portion of your wealth that we do put to work in our capital markets is positioned for maximum returns within your risk profile.

Financial Coaching

Working side by side with our client, we further shift the typical investor-advisor relationship from being transactional to being liberating. We replace “What can we sell you today?” with “How can we bring you a sense of financial release?”

  • A financial coach … helps you preserve, grow and enjoy the wealth you’ve already got.
  • A financial coach … has your back, and isn’t afraid to tell it to you straight.
  • A financial coach … takes personal ownership in speeding you toward your ideal financial future.

Institutional Investing

Here’s one of the secrets in our book that your banker will never tell you: You can take back control of your finances by investing – preserving your wealth to spend it as you choose by employing cost-effective investment strategies and opportunities typically found among institutional-level investors.

We’ll show you how superior performance isn’t about chasing hot markets, getting rich quickly or piling up the most money. It’s about capturing available returns, patiently, sensibly, according to your personal goals and risk tolerances. Invest according to these good habits – known as evidence-based investing – and we’ve found that outperformance naturally follows. We translate our strategy into institutional-level execution by offering access to Dimensional Fund Advisors and similar fund managers whose funds are often otherwise unavailable to everyday investors.

Financial Planning

Properly done, financial planning means way more than simply allocating your assets here and there based on a one-off questionnaire. At Lyra, your financial plan is personal and ongoing. It’s built out of clear process and sensible solutions, guided by tailored tending to your individual financial interests – all of them.

WELCOME TO WEALTH GURU

We recognize that selecting the “right” wealth management firm is a very individual decision and one that has the potential to provide you and your family with financial peace and security. There is no such thing as a firm that is a perfect fit for everyone and we certainly do not expect to meet every prospective client’s needs. Since choosing the “right” advisor will have a significant impact on you and your family for years to come, we welcome you to understand and embrace our approach. At Wealth Guru , our clients tell us they enjoy working with us because....

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  • Mutual Fund

    1. Aadhar Card
    2. Passport size Photo
    3. PAN Card
    4. Cancel Cheque
  • Insurance

    1. Aadhar Card
    2. PAN Card
    3. Last Policy Copy
  • Broking

    1. Passport size Photo
    2. PAN Card
    3. Resident Proof
      • Driving Licence
      • Aadhar Card
      • Election card
      • Bank Passbook with stamp and photo
      • Passport
    4. Bank Proof
      • Bank Cancel cheque
      • Registration Charges
    5. Education Proof
  • Risk Management

    1. Passport size Photo
    2. PAN Card
    3. Resident Proof
      • Driving Licence
      • Aadhar Card
      • Election card
      • Bank Passbook with stamp and photo
      • Passport
    4. Bank Proof
      • Bank Cancel cheque
      • Registration Charges
    5. Education Proof
    6. Police Verification
  • Finance Planing

    1. Passport size Photo
    2. PAN Card
    3. Resident Proof
      • Driving Licence
      • Aadhar Card
      • Election card
      • Bank Passbook with stamp and photo
      • Passport
    4. Bank Proof
      • Bank Cancel cheque
      • Registration Charges
    5. Education Proof
  • PMS

    1. Passport size Photo
    2. PAN Card
    3. Resident Proof
      • Driving Licence
      • Aadhar Card
      • Election card
      • Bank Passbook with stamp and photo
      • Passport
    4. Bank Proof
      • Bank Cancel cheque
      • Registration Charges
    5. Education Proof