INDIWEALTH FINANCIAL PLANNERS

INDIWEALTH FINANCIAL PLANNERSINDIWEALTH FINANCIAL PLANNERSINDIWEALTH FINANCIAL PLANNERS
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INDIWEALTH FINANCIAL PLANNERS

INDIWEALTH FINANCIAL PLANNERSINDIWEALTH FINANCIAL PLANNERSINDIWEALTH FINANCIAL PLANNERS
  • Home
  • DSA REGISTRATION
  • Contact US

Financial Consulting with a Personal Touch

Financial Consulting with a Personal TouchFinancial Consulting with a Personal TouchFinancial Consulting with a Personal Touch
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About Us

About The Founder

  • Indiwealth Financial Planners was Founded in the year 2020 by Mr. Avinash Kumar Jalan with a mission to provide financial advisory and portfolio  management services to all.  We’ve guided countless clients to help them achieve their unique financial and business goals.  You can count on our team to give you the best insights towards your future planning of wealth creation. Since 2006, I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working i enjoy Travelling, vacationing, and meeting new people everyday and building connections.

Planning Future goals

We have years of experience helping clients prepare for the unknow while meeting their financial goals. Ask us about:

  • Financial planning
  • Investment advice
  • Retirement planning
  • Education funding
  • Estate planning

As an independent financial services firm, we can access many different products so you can get the right products and services for you.

Find out more

Building Strong Futures

  • I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal is to safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.

Products & Services

Loans

Home Loans , Loan against Property, Personal Loans, Auto Loans, Cash Credit, Overdraft Loans, School Loans, Education Loans, Balance Transfer of Loans etc. 

Insurances

Life Insurance, Health Insurance, General Insurance, Term Insurance, Accidental Insurance etc.

Mutual Funds

SIP, Lumpsum, ELSS, FMPs etc.

Wealth Management

Demat A/c, Trading Account, Currency ,  Commodity, Fds, Debentures, IPOs, Bonds, NPS etc.

Reviews

My Blog

Contact Us

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Message us on WhatsApp

INDIWEALTH FINANCIAL PLANNERS

14/3 Sudhir Chatterjee Street, Kolkata, West Bengal, 700006

Mobile : +919883787657 / +918961656882 Email : avinash.jalan@indiwealth.co.in

Office Timings:

Monday - Friday: 9am - 6pm

Saturday: By appointment

Sunday: By Appointment

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INDIWEALTH FINANCIAL PLANNERS

Girish Park, Kolkata, West Bengal, India

14/3 Sudhir chatterjee street Mob : 9883787657 Email : avinash.jalan@indiwealth.co.in

Hours

Open today

09:00 am – 05:00 pm

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