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Soothing Bell

Who is WealthiYogie for?

People like you

We’re here for you, if:

 

You’re new to the world of investing and not sure of how to start your investment journey 

 

You’re into early investing and need help in investment advisory and execution

Startups

If you’re a startup or a small scale company looking to secure your office corpus and let it grow wisely, you’ve come to the right place.

SMEs

If you’re a small and medium enterprise that requires solutions for investment management with the right equity-debt balance to optimise returns, well, we can get started right away!

Who is WealthiYogie not for?

Unfortunately, we might not be a good match for you, especially if you’re someone who:

  • Keeps checking the investment value on a daily basis 

  • Tracks the stock market and investments with every news announcement

  • Considers 'Long Term” as a year or two

  • Fears the volatility of the stock market

  • Believes in ‘getting rich quick’ through Mutual Fund investments

We’re sad to say this, but you’ll be disappointed with WealthiYogie. Just being honest here.

What will you get?

  • A comprehensive evaluation of financial goals and needs

  • Long term investment solutions that will suit your profile and goals

  • A clear explanation of the process before you dive into your investment

  • Half yearly reviews

The goal is to make life easy for you by giving you a simple yet effective solution for long-term financial goals with no complications. And we’ll do it in a way you’ll understand. Like we said before, we’re allergic to jargon, too!

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