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Mumbai, Maharashtra, India
Certified Investment Advisor
15+ Years in Financial Advisory
Find answers to common questions about our services and how we can help you.
We offer comprehensive financial services including wealth management, mutual funds advisory, insurance planning, retirement planning, real estate advisory, and tax planning. Our SEBI-registered advisors provide personalized solutions tailored to your financial goals.
You can schedule a consultation by filling out the contact form on this page, calling us at +91 98765 43210, or sending an email to info@S2Wealthwealth.in. We'll get back to you within 24 hours to confirm your appointment.
Yes! We offer a complimentary initial consultation where we discuss your financial goals, assess your current situation, and explain how our services can benefit you. There's no obligation to proceed after the consultation.
We cater to investors at all levels. For mutual fund SIPs, you can start with as low as ₹500 per month. For wealth management services, the minimum portfolio size is ₹10 lakhs. Our advisors will help determine the best approach based on your financial capacity.
All our advisors are SEBI-registered and hold professional certifications such as CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst). They undergo continuous training to stay updated with market trends and regulatory changes.
We follow a transparent fee structure. For advisory services, we charge a percentage of Assets Under Management (AUM) annually. For specific services like financial planning or tax consultation, we have fixed fee packages. We'll provide a detailed fee structure during your consultation.
Yes! We provide a secure online portal where you can track all your investments in real-time, view performance reports, access documents, and communicate with your dedicated advisor. Mobile app access is also available.
Our personalized approach, SEBI registration, 15+ years of experience, proven track record of managing ₹2500+ crores, 98% client retention rate, and commitment to transparency set us apart. We focus on long-term wealth creation rather than short-term gains.