Plan your money with a trusted advisor in Ahmedabad
Mutual Funds and SIPs, insurance, loans, FD and NPS, planned together. Get a clear view of your financial needs and the options available to you.
AMFI registered
ARN-337100
APMI registered
APRN10318
Wealth Management
Proprietorship Firm
50+ banks and NBFCs
for loans
Everything your money needs, from one firm
Start with one need. Add the rest when you are ready.
Mutual Funds and SIP
Start a monthly SIP or invest a lump sum in funds matched to your goal and time horizon, then review them regularly.
PMS
Portfolio Management Services for investors with larger portfolios and specific portfolio management requirements.
GIFT City and IFSC
Explore investment opportunities available through funds and financial products operating from the International Financial Services Centre at GIFT City.
Bonds
Explore bond and fixed-income opportunities based on your investment horizon, income requirements and risk considerations.
Loans
Home, business and personal loans, compared across tie-ups with 50+ banks and NBFCs.
Life Insurance
Life cover structured around your family's financial needs and responsibilities.
Health and General Insurance
Health and general insurance solutions designed to help manage the financial impact of unexpected medical and other covered expenses.
FD and NPS
Fixed deposits and the National Pension System for savings, retirement planning and long-term goals.
Market Research and Portfolio Review
Review your existing portfolio, understand its strengths and gaps, and assess whether it remains aligned with your goals and asset allocation.
How it works
Free call
Tell us your goals, income and commitments. It takes about 20 minutes and costs nothing.
Your plan
Understand the available options, what may fit your requirements, and how much you may need.
Invest and review
Get started with the chosen solutions and review them as your financial needs change.
Meet Vicky Nagar
Inwealfoney is a Wealth Management Proprietorship Firm based in Ahmedabad. You speak to the same person from the first conversation through every review, so your financial requirements do not get lost between departments.
The focus is on helping individuals, professionals and business owners organise their investments, insurance and financing needs through a single point of contact.
- MBA in Marketing, Distinction, 4 Gold Medals, MSU Baroda
- BBA in Marketing, 2 Gold Medals, Gujarat University
- NTA-NET and GSET qualified
- AMFI registered, ARN-337100
- APMI registered, APRN10318
Book your free consultation
Tell us what you need and we will get in touch with you.