Since 25 years, Beena Sanghrajka Wealth Advisors has been specializing in Insurance, Investment and Financial Services. A Single Wealth Advisory organisation like us coordinates inputs of Certified Financial Planners, Fund Managers, FII Managers, Tax Consultants, Chartered Accountants and Legal advisors to provide optimum wealth solutions. Read More

What we have Achieved

Disciplines of Wealth Advisory

We know your wealth holds the potential to become something everlasting. So we help you explore that potential, to turn it into your legacy. We shall manage your wealth wisely by following the Disciplines of Wealth Advisory, Which are:

Discover yourself

Know your Financial condition, financial needs and financial goals

Know your Ability and willingness to take risk

Know your Existing asset allocation

Assess options

Evaluate a huge range of Investment Products and Insurance schemes

Thorough research capabilities

Hear our experts

Customised solutions by Certified experts

Viable commercial fee structure for only asset under advice

Protect Legacy Preserve Heirloom

Estate Planning to ensure the management of your Estate during and beyond your lifetime

Will and succession planning

Continuous Forces

Support and value through full spectrum of products and services

Family Offices Services

Review your portfolio

Financial Planning

“Invest with a goal in mind, without a destination, a journey would be fruitless”