Squirrel Wealth
The Right Money Choices
"The key to turning the family and loved one`s dreams into reality begins with the search for the right investments
and marks the first step towards
Prosperity."
Know Us
Squirrel Wealth, is a boutique financial services firm, offering personalized and tailored financial solutions, for families and businesses.
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We understand every financial decision you make is crucial for securing a brighter future for yourself and your loved ones. With thousands of financial products and services available, choosing the ones that fit your requirements can sometimes be overwhelming.
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As a NISM and CRISIL certified Wealth Manager, registered AMFI Mutual Fund Distributor, and IRDAI registered Insurance Advisor, we are committed to offering you the best investment solutions and unwavering support to help you succeed in your financial journey.
Core Solutions
Maximize Wealth
At Squirrel Wealth we assist in creating a diversified Investment portfolio that provides risk adjusted, tax efficient returns and liquidity.
Securing Family and Wealth
Evaluate risks, to provide risk management solutions that protect families and businesses against unforeseen events and liabilities.
Fundamental Principles
We are guided by three core principles, that form the foundation of our services:
Value Addition
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Provide tailored investment solutions that meet client needs.
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Trust
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Build lasting relationships through trust and transparency.
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Customer Centricity
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Best-in-class customer service and ongoing support.
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Solutions
Families
Families
At Squirrel Wealth our financial solutions for families are aimed at:
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Fulfilling family responsibilities and dreams.
Securing the family from financial risks.
Guaranteed Passive income for retirement.
Asset Creation for the future generation.
Businesses
Our Risk Management Solutions for Businesses aim to protect against potential risks and navigate the complex landscape of insurance products and services.
Products & Services
Families
Mutual Funds.
Health Insurance.
Tax Planning.
Vehicle Insurance.
Life Insurance.
Financial Planning.
Householders Insurance.
And More.......
Businesses
Employer-Employee.
Employee Health Insurance.
Fire Insurance.
Marine Insurance.
And More.
Travel Insurance.
Motor Insurance.
Burglary Insurance.
Property Insurance.
Mutual Fund investments are subject to market risks, read scheme-related documents before investing.
" Champions seek Advice "
In the complex world of finance, we provide expert guidance for lasting financial success.
Reach Squirrel Wealth
A Trusted Partner for Financial Success