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Sanchit Wealth Management

Pune, Maharashtra

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SANCHIT WEALTH MANAGEMENT provide financial solutions to choose right product in accordance with the need of the client. We understand the financial goals, commitments and responsibilities of each individual. We believe in maintaining long term relationships with our clients.
At Sanchit Wealth, we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones. At Sanchit Wealth, we offer you a complete range of solutions that complement our advisory services. The range includes a combination of best of breed proprietary and non proprietary (third party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market.
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Nature of Business

Service Provider

Total Number of Employees

Upto 10 People

Year of Establishment

2004

Legal Status of Firm

Individual - Proprietor

Annual Turnover

Rs. 50 Lakh - 1 Crore

Retirement Planning
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Retirement Planning

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There are many techniques in which it is possible to plan for your retirement solutions. The very first step in making the correct moves is usually the step that involves truly developing a plan of action that you can follow as a family. Lots of people focus too much on the now or too much on the later and have a great deal of difficulty in relation to developing a happy medium for savings and investing.

Even if you are younger, start putting money often in to a retirement account. A little investment at a early age can easily grow into a significant sum as soon as retirement comes about. Whenever you are young, you've got time on your side

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Kids Education And Marriage Planning
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The cost of college. Four simple words that strike fear in the hearts of parents everywhere. However frightening the skyrocketing costs of sending a child to a top-tier private college, there's good news. The growth of college costs is finally cooling down, and even better, a little planning goes a long way towards contributing to this expense.

Regardless of the method you choose, saving for your child's college education is like any other investment. The sooner you start, the better the chances your money will increase substantially and enable you to pay for your child's education with ease. Use our smart Kids Education Planning tools to help you decide how much money to put aside for education and marriage- The time to start is now.  !!

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Financial Planning
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Financial Planning

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Becoming a successful  investor  dosen`t  happen by Magic – It happens by setting goals and working to achieve them.Financial Planning is the process of meeting life goals through proper management of finances. Life goals can include buying a home, saving for your child`s education or planning for retirement.  

BENEFITS OF FINANCIAL PLANNING

Financial planning provides direction and meaning to financial decisions. It allows the client to understand how each financial decision they make affects other areas of their finances.

For eg. Buying a particular investment product might help them pay of their mortgage faster or it might delay the retirement significantly. By viewing each financial decision as part of the whole the client can consider its short and long term effects on their life goals. The client can also adopt more easily to life changes and feel more secure that their goals are on track .

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Advisory Services

Advisory Services

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Tax Solution

Tax Solution

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