MUTUAL FUNDS

A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets.

INSURANCE

Insurance is a contract, represented by a policy, in which an individual or entity receives financial protection or reimbursement against losses from an insurance company. The company pools clients’ risks to make payments more affordable for the insured.

FIXED INCOME

Fixed income is an investment approach focused on preservation of capital and income. It typically includes investments like government and corporate bonds, CDs and money market funds. Fixed income can offer a steady stream of income with less risk than stocks.

LOAN SERVICES

Loan servicing is the process by which a company (mortgage bank, servicing firm, etc.) collects interest, principal, and escrow payments from a borrower.

BALANCE TRANSFER

The term balance transfer fee refers to the amount of money a lender charges a borrower to transfer existing debt from another institution.

FINANCIAL PLANNING

Financial Planning is the process of estimating the capital required and determining it’s competition. It is the process of framing financial policies in relation to procurement, investment and administration of funds of an enterprise.

RETIREMENT PLANNING

Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk.

Welcome to SL WEALTH

We take this opportunity to introduce you to SL WEALTH. SL Wealth is one of the leading financial planning services providers in India, our experienced team of financial planners are well qualified and capable enough to guide you to move forward and stay ahead in life by offering systematic & ethical financial planning solutions.

Currently, we are operating from HO in Mumbai. Our investor consists of individuals, families, HUF, corporate. SL Wealth provides a spectrum of innovative solutions to privileged individuals like you who need comprehensive and reliable solutions to manage their hard-earned wealth efficiently.

At SL Wealth, we believe that expert is important to maintain the value of your wealth over a long term and to grow it to fulfill your aspirations and financial goals.

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Why You Should Consider Us?

YOU CAN EXPECT QUALITY OF SERVICES

At SL Wealth, We are committed to create wealth for our clients. With a team of warm & hospitable experts, we are here to provide you with unique experience which sets us apart from other wealth management organizations.

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On Time Financial Service

“With Knowledge Comes Virtue”, we at SL Wealth with our experience and sound knowledge of the market helps our clients by investing in the right place at proper market timing where the growth of money is certain.

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A Team Of Professionals

SL Wealth is blessed to have a team of professionals with ample experience, in pursuit of Enabling Wealth Creation for our clients. We have a track record of achieving positive outcome for our clients.

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Analyze Financial Portfolio

We analyze your entire financial picture, short-term to long-term goals. By offering thorough and incorporated guidance, we endeavor to provide clarity on your financial path and help you feel confident about your future.

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Strong Client Connection

At SL Wealth, client always comes first. We are here to serve others and have a beneficial outcome on their lives. We enjoy building long lasting associations with our clients and direct them along their financial path.

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Advanced Technology

With the help of advanced and comprehensive financial planning software, we serve our clients better. This specially designed software was created keeping our clients in mind where they can check the real-time progress of their funds.

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LIC - MDRT Qualifier

By Establishing best business practices, SL Wealth has entered the elite LIC-MDRT club. This elite group comprises those who have developed ethical and effective ways to increase client interest in various financial products.

Services We Provide

COVERED IN THESE AREAS

MUTUAL FUND

Mutual fund is a type of fund that consists of stocks, bonds, money markets and other securities. Each fund is made up of around 100 different securities. This diversified investment helps to overcome the ups and downs of the market, thus making it a safer way of investment.