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What We Offer

Finanacial Planning Service

Portfolio Management Service

Taxation Planning Service

Retirement Planning Service

Insurance Consultancy Service

Assets Management

about us

Establish Yourself Financially

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.

How It Works

Pricing Plans

Choose Your Plan

Monthly
Yearly

Key
Features

  • Need Analysis
  • Product Recommendation
  • FACT Findings & Discussion
  • Comparison of Products Rec.
  • Tax Calculation & Filing ITR
  • Yearly Financial Report
  • Future Investment Road Map
  • Review & Revaluation of Portfolio
  • Active Monitoring & Priority Support
  • Risk Investment (Equity & Trading)
Popular Questions

Frequently Asked Questions

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.

Testimonials

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Improve your financial skills with IIWALA.COM!