Financial Planning and Analysis | Financial Consulting Firms

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WealthSecure is born out of a desire to offer well researched solutions that can help you take the right decisions in your life, centered around wealth creation, preservation and sharing it with your next generation. This requires understanding your stated and unstated goals, visualising multiple challenges, showcasing various alternatives and identifying the solutions that best suit you. Our team’s rich experience spanning over two decades and across several market cycles can be of great help to you in distinguishing what works and what may not. All this to ensure that your wealth creation goals are reached in the fastest and smoothest manner possible.

PAPERLESS ONBOARDING AND KYC

e-KYC reduces turnaround time and paperwork.

WealthSecure platform allows you to complete your e-KYC process in real-time, by submitting scanned images of your PAN card, address proof and your photograph. No more printing, form-filling and enduring a logistics nightmare.

If you are already KYC compliant, the refined processes on the platform will fetch your KYC records & onboard you electronically in a jiffy thanks to the documents that you already have on hand.

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