Welcare Wealth Management Co

Welcare Wealth Management Co With the startup of the firm we were able to reach the height. Our managing director MR.DHARMESH MEHTA was found in top 10 financial consultant by HDFC LIFE.

It landed up with remarkable startup for the company. Thus years are passing by and we are growing with our ability. As on now we have collected five awards in four years of business. Further we have expanded our business so our clients get all facilities under one roof. Facilities provided by us are

1.LIFE INSURANCE

2..HEALTH INSURANCE 3.VEHICLE INSURANCE
4.MUTUAL FUNDS
5.DEPOSITS
6.REALITY
7.LOANS

Normally you will get the following formula when you search for How to achieve your financial goals?Follow a 3step proce...
07/07/2022

Normally you will get the following formula when you search for How to achieve your financial goals?

Follow a 3step process and get closer towards your goal: -
(1) Assess Your Risk Profile
(2) Choose A Goal
(3) Invest
If we turn our big dreams into smaller goals, we can achieve them!
And, in case of financial goals, we can reach there even faster by making the right kind of investments.
Well, for goals that are at least 5 years away, you should be investing in Equity Mutual Funds. While there are a lot of fund categories, you can stick to large cap funds or multi cap funds.
For goals you want to achieve in 1-3 years, the focus should be on capital preservation with some growth and for that debt mutual funds are ideal. If you don’t want to take too much risk, stick to low-risk liquid funds or ultra-short duration funds in the category.
And lastly, for your medium-term goals, things you want to achieve in 3-5 years, you can go for Aggressive Hybrid Funds. They combine the best of both equity and debt into one fund. So, while you get growth, there is some cushion too in the form of debt.
Call us or write or message, to know more about how can you save and invest for your life goals, NOW !
We are here to help.

Being a parent is a great feeling and a responsible life stage.You can see the sparkle of hope and affection in the litt...
07/07/2022

Being a parent is a great feeling and a responsible life stage.

You can see the sparkle of hope and affection in the little one’s eyes and this is one of life’s rare events that can bring so much excitement at home.
Unfortunately, we live in a world riddled with uncertainties.
Every parent wants a safe and secure future for their children even in their absence. The main reason why you should invest in a ‘specialized child education’ plan is because they come with a life cover which many other financial instruments do not offer.
The insurance element in these plans not only secures your child’s future, but also their present.
These plans ensure that the family gets the life cover paid to meet immediate expenses in case of the policy proposer’s death.
Life Insurance is a combination of caring, commitment and common sense.




In India most of us do not have formal Pension plans or policies offered through social security net. It is a purview of...
05/07/2022

In India most of us do not have formal Pension plans or policies offered through social security net.

It is a purview of only certain privy Government employees or employees of large corporate houses. These are very few examples considering the large population of our country.
We all are income generating machines till our retirement age or till certain health emergencies. When we are at the peak of our career, we must focus on generating an alternate/ additional source of income through our savings and investments. The early we take this decision, the better is the wealth generated and higher is the income expected from such corpus.
The advances in medical science have increased the life expectancy of people. Hence, as we live longer, we will need more money for their medical as well as day to day expenses.
These expenses that we need must be covered by the income that we earn passively from our investments.
Think long term. Think for additional income though your investments. We are here to help!
Feel free to Call or message NOW for further information or to fix up an appointment to discuss further!!

“It is never too early to begin planning for your retirement.”Given the work you do; you might have made plans for your ...
05/07/2022

“It is never too early to begin planning for your retirement.”

Given the work you do; you might have made plans for your retirement. You want to enjoy life after retirement with your spouse, not worrying about anything.
A crucial aspect of retirement planning is to get done with major financial responsibilities during the working years. By having a fair idea of when you would like to retire, you will have a duration in mind within which you need to plan to pay for various obligations.
“Do not save what is left after spending but spend what is left after saving.” Warren Buffet.

The accumulated wealth over time will give coverage against unseen financial emergencies. Remember, saving money is essential to meet substantial expenses, avoid debt, ease the financial burden in the retirement phase, and leave a financial legacy.
Connect with your wealth Manager or financial planning manager for applying for a Pension Plan.


The investment world has two major camps when it comes to the ways to invest money: active investing and passive investi...
03/07/2022

The investment world has two major camps when it comes to the ways to invest money: active investing and passive investing.

Both styles have merit, as long as you focus on the long term and aren't just looking for short-term gains.
But your lifestyle, budget, risk tolerance, and interests might give you a preference for one type.
Active investing means taking time to research investments yourself and constructing and maintaining your portfolio on your own. To successfully be an active investor, you'll need three things:
 Time; Knowledge and Desire
On the other hand, passive investing is the equivalent of putting an airplane on autopilot versus flying it manually. You'll still get good results over the long run, and the effort required is far less.
In a nutshell, passive investing involves putting your money to work in investment vehicles where someone else is doing the hard work -- mutual fund investing is an example of this strategy.
Advantages of Passive investing: - Simplicity, Stability, Predictability, Hands-off approach, Moderate returns, Tax advantage.
Call us or write for knowing about how you can begin your journey with mutual funds, NOW.

“Don’t work for money; make it work for you” well said by world renowned author, Robert Kiyosaki.One of the biggest goal...
03/07/2022

“Don’t work for money; make it work for you” well said by world renowned author, Robert Kiyosaki.

One of the biggest goals in life - Retirement, yours and your spouse`s, require adequate financial support.
“Financial planning and discipline are the keys to one’s financial freedom” by Kishorkumar Bapalli. Connect with your wealth Manager or financial planning manager to have a retirement solution customised for you.


Congratulations! If you’re a first-time investor, we’re here to help you get started. To figure out, the best investment...
01/07/2022

Congratulations! If you’re a first-time investor, we’re here to help you get started.
To figure out, the best investment modalities suiting for your family, consider following:
a) Your goals with timelines; b) Your budget AND c) Your risk tolerance
Furthermore, there are diverse investment avenues. In India stocks have outperformed all other asset classes in the long run. The BSE Sensex (100 in 1979) has appreciated to above 60,000 now (October 2021) giving a CAGR of around 16 percent. This is almost 8 percent more than the 7.35 percent CPI inflation during this period. Stock market returns have clearly beaten the returns from competing asset classes like gold and bank deposits.
For people who wants to receive moderate returns during mid-term, Mutual funds is the most suited choice. Mutual funds offer us the best of everything – having liquidity, safety while diversification of risks associated with investment in stock markets!!!
We are here to help.
Feel free to Call or message NOW to discuss further about generating second income from your investments!!

Retirement is a phase in your life when your normal income ceases and you are completely reliant on your savings.Retirem...
01/07/2022

Retirement is a phase in your life when your normal income ceases and you are completely reliant on your savings.

Retirement planning entails putting aside enough money to cover your future financial demands.
A sound retirement plan can ‘financially safeguard’ your post-retirement life. When it comes to retirement savings, you must explore the best retirement plans and begin saving and investing.
Each person’s retirement plans are unique. To figure this out, consider what kind of life you want to live.
When you’re planning for retirement, it’s a good idea to review your household’s monthly budget, current assets and liabilities, medical expenses, other expenditure and income.
Connect with your wealth Manager or financial planning manager to have a retirement solution customised for you.


The concept of retirement planning is fast changing.Forget the days where people work up to the age of 58/60, gets a dec...
29/06/2022

The concept of retirement planning is fast changing.

Forget the days where people work up to the age of 58/60, gets a decent pension/ PF/ Gratuity and lives rest of his life on this income. This was possible because of assured returns and relatively low inflation. Current situations are volatile and we can witness a lot of changes. Similarly, our retirement planning methodologies are changing.
Most of us keep postponing ‘retirement planning’ till the advanced age of 40 - 45. This is the biggest mistake in retirement planning.
In today`s scenario, Lot of employees, due to high work pressure and related stress, want to retire by the age of 50/55. Work - life balance is an issue for most of the corporate employees.
But can you take the risk of early retirement? Can I manage the finances? Most of the people do not know how much money is enough to retire at 45 or 50 in India?

Connect with your wealth Manager or financial planning manager to have a retirement solution customised for you.

“If you do not know how to care for money, money will stay away from you”, Robert Kiyosaki.It is said rightly said by la...
27/06/2022

“If you do not know how to care for money, money will stay away from you”, Robert Kiyosaki.
It is said rightly said by late American entrepreneur that “we must all suffer one of two things: the pain of discipline or the pain of regret”.
Financial planning is the process, which provides you a framework for achieving your life goals in a systematic and planned way by avoiding shocks and surprises. It comes with objectives, such as determining fund requirements, framing strategies, and ensuring that the financial resources are utilised the best possible manner.
You may have many financial goals in your mind. Saving money helps you avoid falling into debt traps. Not only this, the systematic saving on a regular basis can keep you on strong footing, always and it may help you achieve financial goals at the right time, when needed.
Consult with a financial advisor or wealth planner for queries or further discussions.

“Risk comes from not knowing what you are doing”, Warren Buffet.Identify your risk appetite i.e., the degree to which yo...
25/06/2022

“Risk comes from not knowing what you are doing”, Warren Buffet.
Identify your risk appetite i.e., the degree to which you are comfortable with a fall in the value of your investments. If you can digest, say a 20% fall in the value of investments, you are a high-risk seeker. Else, categorise yourself as a risk-averse investor.
Once you identify your goals and risk appetite, you can conveniently select the investment plan or strategy. An investor with higher risk appetite, may go for a diversified equity fund. Conversely, a risk-averse short-term investor may go to a liquid fund or a balanced fund.
Once you have built your investment portfolio, you must observe, monitor and rebalance it periodically to keep the portfolio’s risk within expected limits due to market fluctuations. You can do it once in every three or six months.
Optimise your returns while staying invested for long term objectives.
Consult with a financial advisor or wealth planner for queries or further discussions.

“If you buy things you do not need, soon you will have to sell things you need.” Warren BuffetAs you progress with your ...
23/06/2022

“If you buy things you do not need, soon you will have to sell things you need.” Warren Buffet
As you progress with your career progression, you keep on building assets. Many times, these assets are built with an external loan facility.
When you have insurance, you know that you and your loved ones are secured against any eventualities and this offers a complete peace of mind to you. Getting life insurance included in your financial plan could make things easier for your family, if you are not around to take care of them.
Consult a Financial Planner or Financial Advisor. Follow the process. It is the cheapest, easiest and the simplest step to creating a financially stable future.

Address

Pattanwala Complex, LBS Road GHATKOPAR West
Mumbai
400086

Opening Hours

Monday 9:30am - 6:30pm
Tuesday 9:30am - 6:30pm
Wednesday 9:30am - 6:30pm
Thursday 9:30am - 6:30pm
Friday 9:30am - 6:30pm
Saturday 9:30am - 6:30pm

Telephone

+919833055517

Website

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