Wealth Management

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Financial Planning and Wealth Management form the two pillars of Personal Finance. The Former being the navigation map and the Latter being the journey & the destination.

At Solomon Investments, we pay detailed attention to what our clients needs and goals are. We develop action plans to grow their wealth by making sound financial decisions.

Thus we ensure that our client’s Map is in place and they have a smooth journey without any headwinds.

How we can help

Wealth Management broadly can be Divided into Three Phases.

  • Wealth Protection
  • Wealth Accumulation
  • Wealth Transfer. 

 

We have helped our clients navigate through these phases seamlessly by developing strategies suited to them depending on their Age, Income, Expenditure, Risk Profile, Financial needs & goals.

Below are some of the protection plans and investment avenues through which we handhold our clients investment journey.

Insurance

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Stock & ETFs

Networth Reports

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Mutual Funds

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Company FDs & RDs

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Ready to get started?





Don’t hesitate to contact us for any kind of information

Call us now to start your journey towards financial freedom!

+91 98200 03266

Registered Address

102, Twinkle Apartments,
1st Floor, Opp. State Bank of India,
Vakola,
Santacruz East,
Mumbai-400055