top of page

OUR SERVICES

At Wealthy Millennials, we believe that financial freedom is not just about earning more—it’s about planning smart, investing wisely, and making informed decisions. Our mission is to empower individuals and families to take complete control of their financial future through comprehensive, personalized, and goal-oriented financial planning solutions.

​

Whether you are just starting your financial journey, building your career, or looking to optimize and grow your wealth, we provide guidance at every stage of life. We understand that every individual’s financial situation is unique, which is why our approach is tailored to your specific goals, priorities, and risk tolerance.

​

From planning for your children’s education, ensuring adequate insurance coverage, to creating a retirement corpus that secures your lifestyle, we help you map out a clear financial roadmap. Our services are designed not just to manage your money, but to align your financial decisions with your life goals, giving you confidence and clarity about the future.

​

COMPREHENSIVE FINANCIAL PLANNING

Take a 360° approach to your finances with a customized plan designed to help you achieve long-term financial freedom.

​

What it includes:

  • Goal-Based Planning: Define and prioritize short- and long-term goals.

  • Cash Flow & Budgeting: Analyze income, expenses, and savings potential.

  •  Insurance Review: Safeguard your family and assets effectively.

  • Asset & Liability Integration: Get a complete picture of your financial position.

  • Emergency Fund Setup: Be prepared for life’s unexpected events.

  • Ongoing Monitoring & Market Updates: Stay informed with portfolio reviews and timely insights.

PORTFOLIO MANAGEMENT SERVICES

Professional investment management designed to grow and protect your wealth through a disciplined, research-driven approach.

​

What it includes:

  • Customized Portfolios: Tailored to your goals, risk profile, and investment horizon.

  • Active Monitoring: Regular rebalancing to keep your portfolio aligned.

  • Performance Tracking: Transparent reporting on portfolio progress.

  • Market Insights: Informed strategies based on research and analysis.

  • 360° Wealth Integration: Seamless coordination with your overall financial plan.

PRE-IPO & UNLISTED SHARES

Access high-potential private company investments before they go public — a rare opportunity to grow wealth early.

​

What it includes:

  • Exclusive Access: Invest in pre-IPO and unlisted companies. 

  • Expert Due Diligence: Detailed analysis and valuation guidance.

  • Risk-Return Balance: Structured advice to manage market uncertainty.

  • Exit Planning: Assistance in optimizing returns when companies list or mature.

NPS DISTRIBUTION
& ANNUITY

Secure your retirement with long-term pension planning and steady post-retirement income options.

 

What it includes:

  • NPS Enrollment & Management: Simple and guided setup process.

  • Annuity Selection: Choose the right plan for steady lifetime income.

  • Tax Benefits: Maximize deductions and optimize post-retirement cash flow.

  • Periodic Review: Keep your retirement strategy updated with changing needs.

ESTATE PLANNING

Protect and distribute your wealth as per your wishes — ensuring peace of mind for you and your loved ones.

​

What it includes:

  • Will Drafting Guidance: Define clear asset distribution plans.

  • Trust Setup Assistance: Simplify inheritance and legacy management.

  • Succession Planning: Safeguard business and family assets.

  • Legal & Tax Coordination: Ensure smooth estate transitions.

INSURANCE SOLUTIONS

Protect what matters most — your family, income, and future — with comprehensive coverage strategies.

 

What it includes:

  • Life, Health & Term Insurance: Right coverage at the right price.

  • Risk Assessment: Identify coverage gaps across your portfolio.

  • Policy Review: Optimize existing insurance for better protection.

  • Claims Support: End-to-end assistance when you need it most.

TAX PLANNING

Smart strategies to help you save more, invest efficiently, and stay compliant.

 

What it includes:

  • Tax Optimization: Identify deductions and exemptions.

  • Investment Alignment: Choose tax-efficient products.

  • Annual Review: Keep your plan updated with the latest tax laws.

  • Goal Integration: Align taxes with overall financial goals.

STOCK BROKING

Seamless trading and investing experience backed by expert insights and dedicated support.

 

What it includes:

  • Trading Platform Access: Invest in equities, derivatives, and more.

  • Market Insights: Research-backed recommendations and updates.

  • Dedicated Support: Assistance with trade execution and strategy.

  • Portfolio Linkage: Integrate your trades with your broader wealth plan.

bottom of page