Finanacial Planning Service
Finanacial Planning Service
Portfolio Management Service
Taxation Planning Service
Retirement Planning Service
Insurance Consultancy Service
IIWALA is your personal space to know more about personal financial management from professionals.
Choosing investment strategies to make your money grow is very complex as it requires complete knowledge of market and various investment option. This is where IIWALA comes into picture.. offering its Wealth Desk & Portfolio Management Services.
JUST register yourself on Our Website in order to proceed, Click on "Get Started" button and provide your KYC details.
Our Financial Representative will verify your "C" KYC Status and will guide you on the services offered.
Gain confidence in our service based on the recommendation & As per your Financial Status and Complete registration process.
Wealth Desk tool helps you to mange and makes you capable enough to take informed decision on All Investments at every stage of Life.
Wealth Desk Management is online portal which gives you access and complete control of your investment any time anywhere which covers your Goal Tracker and give you comprehensive status of your Financial Plan. For more info check our Page Section.
This is a feature or service, where we give you the comparison of the Insurance Product from the available, where TOP Three Company Price and Benefits are taken into consideration, which are not available online so that you can take well informed decision while you take any Insurance.
When it comes to Life Insurance, many of the advisory firm simply say "Take the TERM INSURANCE and do proper investment in pure Investment Instrument". It's correct.. and we even agree to it. But at times you find better option for Investment in Insurance even, which are plus point in Insurance.
Besides this there are various policy in Health Insurance which are not recommended, although they are of prime importance for an individual
Insurance Consultancy is about LIFE, HEALTH & GENERAL (MARINE, FIRE ETC for Business Purpose) which require proper guidance.
Our Service are unique, as we follow certain standard and method which are proven ways of investment. You will note the same when you approach us. There are many who provide Financial Service by following same standard of CFPCM, But there are hardly few who provide all the services and support of other things even which are required we provide everything under one roof with International Standard.
Yes, Irrespective of you be our client or not, you can avail this service. Even though our client get this service for free in processing claim settlement procedure, But the Grievance and Other Service are FEE BASED. Even for our clients too, as these are situational and are only given as per the demand.. as it requires extra efforts and dedicated support.
IIWALA Team approach is straightforward and is time friendly. Its a great feeling to know I have first rated professionals looking after my insurance and financial needs of My Family.
I can recommend them to any one, Infact have already told my realatives and freinds to consult them once before continuing with their old ones. Dev has true sense of Insurance investment. I am Happy to find him.
I felt great with kind of Need Analysis Done which help me to know what I need to do next. IIWALA are simply good and professional.
I was just amazed by their way of work and the calculation they do in getting the figure which was my Retirement Need and why that much would be required at that time. I was just taking approx value to plan my self, but after meeting them I understood the importance of Financial Planning. It was great to see they follow world class standards, they will grow like anything.. Wish them All the Best..!
Thanks for all the guidance which you people gave in handling my investment and made the diversification in diffrenet class. I never new it unless we met you.
Only after counsultation of IIWALA, I understood why My Family need to have Health Insurance besides what we get from our company and WHY is it so much Important
Let me say this GUYS are really superb because of them I have planned my safety precaution at the BEST. I mean they are so economical and give such a good level of advisory services just like big leaders in financial services.