Transform Your Financial Dreams into Reality With

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End - to - End Wealth Management Solution Under One Roof

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Financial Planning

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Mutual Fund Direct Plan

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Insurance

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Kickstart Your Financial Journey in 3 Simple Steps


We make Financial Planning all about you!

Take your first step towards wealth accumulation by constructing a financial plan that you own and control all by yourself.

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STEP 1 STEP 2 STEP 3

Why MyWealthJunction?

Constantly striving to make financial planning simple and yet comprehensive with smart technology
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Risk Assessment
Asset Allocation
Goal Mapping
Tax Analysis
Tax Analysis
Insurance Analysis
Retirement Analysis
Cash Flow Analysis
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Risk Assessment

Identifying gaps in your present investments and risk hour to customize portfolio recommendations based on plan requirements and personalized risk analysis.

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Asset Allocation

The asset allocation is closely monitored to create the right balance of risk vs return for your portfolio based on your unique situation and leading market indicators.

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Goal Mapping

Understanding your financial goals to create a multi-goal financial plan based on your lifestyle, current assets and investments.

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Tax Analysis

Analyze the financial situation to ensure tax efficiency, optimize tax benefits and maximize your savings.

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Insurance Analysis

Analyzing human life value to validate appropriate, shortfall or excess insurance cover for life’s unplanned events.

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Retirement Analysis

Prioritize your retirement goals to build, manage and forecast a plan that funds you throughout your life the way you want.

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Cash Flow Analysis

Plan and control cash flow for pre and post-retirement, complex situations to maintain the desired standard of living.

Do It Yourself

“Do It Yourself” allow you to own and control your financial plan and manage the portfolio all by yourself in just 3 simple steps. The platform is convenient and offers access to easy-to-use financial planning tools and insights on investment decisions.

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expert advice

Get Expert Advice

Utilize our demonstrated expertise to develop a robust financial plan while making informed investment decisions. With expert insights on making better financial decisions based on your current financial situation.


What goes into making your financial life stress-free!


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The Art of Financial Expertise Curated for You and Your Loved Ones!
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Why we are unique?

Many Options under One Roof to Grow Your Wealth

10+ Years of Experience in Financial Planning & Investments

India's 1st Online DIY Platform to have all services under one roof

1,00,000+ Customers rely on our Platform to manage their finances right

Fastest growing Financial Planning & Investment Brand

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