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Beyond Wealth

Saidham Arcade, Mulund, Mumbai, Maharashtra

| GST  27ADKPT4237F1ZB

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Beyond Wealth was founded by sheer dedication and hardwork of Mr. Prashant Thakkar & Mrs. ParuL Thakkar. Working in this field since 2002.

Beyond Wealth is a financial advisory firm assisting individuals in achieving their financial goals and peace of mind. In today’s world where people are ready to give free of cost advice it is necessary that you choose the one that works in your interest. You need a professional financial adviser who sees investment from your perspective and that’s exactly what we do.

We offer a wide range of products and services for all. It is our constant endeavor to cater to every need of the customer. Our satisfaction comes from providing excellent service and helping our customers to lead a happy life. When it comes to successful wealth creation for customers, it is something that we believe in and practice.
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Nature of Business

Service Provider

Year of Establishment

2002

Legal Status of Firm

Individual - Proprietor

GST Number

27ADKPT4237F1ZB

Financial Planning Services
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is not about buying a policy or investing into some product. It is the right consulting advice, a lot of calculations, projections and simulations based on certain assumptions put together by a professionally qualified person. It is the process of identifying an individual’s financial goals, evaluating existing resources and designing the financial strategies that helps him to achieve his goals. While one cannot predict the future, one can certainly be better prepared for it. All of us have something to plan for. In fact, our financial situation influences almost every aspect of our lives. Financial planning is a systematic approach whereby the financial planner helps the customer to maximize his existing financial resources by utilizing financial tools to achieve his financial goals. Financial planning creates a bridge between where we are and where we want to go. vision “Nobody plans to fail they just fail to plan.” It is important for the investor to realize that planning is very important. The need for financial planning arises from the need to meet the financial goals that enable the achievement of one's life goals.

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Insurance Services
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Insurance Services

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The love of a family is life’s greatest blessing. You have always given your family the best and there is no reason why they shouldn't get the best in the future too. Your top most priority is to secure the well-being of those who depend on you. More importantly, you have to ensure that your family's future expenses are taken care, even if something unfortunate happens to you. Insurance helps you to protect your family’s future financially.

Risks and uncertainties are part of life's great adventure - accident, illness, theft, natural disaster or death are all built into the working of the Universe, waiting to happen.

Insurance then is man's answer to the problems of life. We cannot beat man-made and natural calamities but at least we can be prepared for them. Insurance ensures that your journey of life remains worry free and you enjoy to the fullest.

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Life insurance Services
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Life insurance Services

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A life insurance policy is a critical part of sound financial planning. The coverage you choose ensures that your family and dependants are financially protected when you are no longer there to provide support. While the loss of life of the family's bread-winner is irreplaceable, being adequately insured guarantees that the dependents are provided with the much-needed funds to be financially independent and largely keeps the family's financial plans on track without having to compromise on their standard of living.This aspect of protection is unique and hence it should be a key ingredient in an individual's financial plan.

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Health insurance Services
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The greatest wealth is health. Health insurance is insurance against the risk of incurring medical expenses among individuals. Any one can get sick anytime. We might save for a car, a holiday, a dream house or for a child’s education. But rarely do we save for an ailment. A diagnosis of an illness for you or your loved one can be a shattering experience and you’ll probably have to sacrifice a dream or compromise your fund you saved for something else. That’s where Health Insurance steps in, so that one can have access to the best healthcare without financial strain. Thereby, making you spend your precious time with your loved ones, than running around arranging for funds.

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Vehicle insurance Services
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A vehicle is a prized possession for everyone. Vehicle insurance is mandatory by law. Apart from being a legal compulsion, it is important to make sure that you have vehicle insurance because if you don’t, then the expenses to repair your vehicle can be really high. You will also be responsible for paying the other party's damages as well. Some people think vehicle insurance is a waste of their money because they see nothing in return of the premiums paid. But vehicle insurance enables you to safeguard yourself against loss or damage to your vehicle in uncertain situations like accidents, theft or natural calamities. It also provides coverage for the liability that arises out of third party property damage, injury or death.

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Personal Accident Services
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Accidents are called accidents for a reason. Accidents are unplanned events that can strike anytime. It takes only a second but the effects can last a lifetime! In such cases it is utmost important to ensure that your family doesn’t have to face additional burden of managing their day-to-day basic needs. Do not get caught off guard and make your loved ones pay as a result. Without Personal Accident Insurance, Life Insurance for accidental injury will be inadequate. So Get Personal Accident Insurance today and get peace of mind for you and your family. It not only secures you in India but also provides effective cover worldwide, so that you remain protected no matter wherever you are.

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Travel Insurance Services
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Today Customers are finding it convenient to explore details of destinations, flights, hotels and places of interest. It is also possible to spend a few extra minutes and purchase a travel insurance policy as well. A long vacation, a business trip or studying abroad, no matter what is the reason, travelling abroad is full of excitement. With excitement comes the responsibility to make your journey safe. Be it a loss of passport or a sudden ailment or even loss of your baggage, travel insurance ensures that your journey remains worry free and you enjoy to the fullest.

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Child Education Planning Services
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Child Education is one of the biggest goals of parents these days because of the tough environment and high expenses involved. As a parent, your priority is your child's future and being able to meet your child's dreams and aspirations. The best asset you can give to your child in order to secure his future is a good education. As a parent we always want to see our child happy and healthy. There is no bigger joy than being able to meet your child's dream. Everyone will agree when I say providing a child with good education is not easy as it used to be earlier. You can start building your savings today and ensure a bright future for your child. So tomorrow when your child needs your support you don't have to depend on anyone else.

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