- +91-73994 49922
- info@g7wealthpath.com
Our Services
Professional Services
At G7 Wealth Path, we offer a wide range of professional financial services tailored to meet your specific goals
Financial Assessment
Our financial assessment service is designed to provide you with a comprehensive overview of your current financial situation. We analyze your income, expenses, assets, liabilities, and financial goals to create a clear picture of your financial health. This detailed assessment serves as the foundation for all your financial planning decisions, helping you identify areas for improvement, optimize your financial strategies, and set realistic goals for the future. With our expert guidance, you'll have the insights you need to make informed decisions and achieve long-term financial success.
Retirement Planning
Retirement planning is one of the most important aspects of your financial journey. At G7 Wealth Path, we help you design a retirement plan that ensures you can enjoy your golden years with peace of mind and financial security. Our retirement planning services include analyzing your current savings, estimating your future income needs, and creating a personalized plan that aligns with your retirement goals. Whether you're just starting to save or are nearing retirement, our expert advisors will guide you every step of the way, ensuring you have the resources you need to live comfortably in retirement.
Risk Assessment
Understanding and managing financial risk is crucial to protecting your assets and securing your future. Our risk assessment services help you identify potential financial risks, such as market volatility, inflation, and unexpected expenses, and create strategies to mitigate them. We work closely with you to understand your risk tolerance and develop a plan that balances growth and security. By proactively managing risk, we help you safeguard your financial well-being and achieve your long-term goals with confidence.
Child Future Planning
Your child's future is one of your top priorities, and at G7 Wealth Path, we are here to help you plan for it. Our child future planning services focus on creating investment strategies that ensure your child's education and other future needs are well-funded. We take into account factors such as rising education costs, inflation, and your financial situation to develop a plan that grows with your child. With our expert guidance, you can have peace of mind knowing that your child's future is secure and their dreams are within reach.
NRI Investments
Navigating the complexities of international investments can be challenging, especially for Non-Resident Indians (NRIs). At G7 Wealth Path, we specialize in guiding NRIs through the intricacies of investing in India and abroad. Our NRI investment services include portfolio management, tax planning, and compliance with international regulations. Whether you're looking to invest in real estate, mutual funds, or other financial instruments, our expert advisors will help you maximize your opportunities and achieve your financial goals across borders.
NA Land Development
Investing in non-agricultural (NA) land can be a lucrative opportunity, but it requires careful planning and expertise. At G7 Wealth Path, we offer specialized services in NA land development, helping you navigate the complexities of land acquisition, zoning, and development. Our team works closely with experienced family architects to create development plans that maximize the value of your land. Whether you're looking to develop residential, commercial, or industrial properties, we provide the guidance and support you need to make informed decisions and achieve your development goals.
Insurance
G7 Wealth Path also encompasses a wide range of insurance products, designed to protect individuals, businesses and organisations from financial losses. Tailored to cover different risks like Life insurance, medical insurance and other General Insurances like car insurance, travel insurance, property insurance etc