Financial Planning Road Map

Would You Undertake A Journey, Without Knowing The Destination ??
We Simplify Your Road Map With Our Proprietary Services

Financial Planning Road Map

DISCOVERY

GOALS

PORTFOLIO

MONITORING

LAUNCH

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Our Offerings

With our Financial Advise We give Wings to your Financial Dreams

We’ve created three distinct offerings to help give you choices. With each of these offerings, you will have access to our Licensed Investment Advisors, experienced and qualified investment specialists, and the reach to over 100 financial services firms to meet your needs and requirements.

1) RISK
PLANNING

Product Specifications:

  1. Advise on Existing Life insurance
  2. Advise on Existing Health Insurances
  3. Advise on Existing Asset Insurances
  4. Emergency Planning
  5. Recommendation on Life Insurance Needs
  6. Recommendation on Health Insurance Needs
  7. Recommendation on Asset Insurance Needs

 

Note:

  • TOP-UP goal cannot be availed with this plan.
  • Client has to give surrender values of the policies for accurate analysis of insurances.
  • We will help the client to surrender the policies but his participation would be needed. There may be nominal fees for the surrender.
  • Advise on existing Mutual Funds, Goal Based Planning and Asset Allocation is not a part of this product.
  • Retirement Planning will not be done.
  • Identifying the Succession Planning Needs Will not be covered.
  • Target Audience :
  • This Product is meant for those people who have a significant insurance portfolio and feel the need to scrub it.
  • This Product can also cater young individuals as generally they need to get covered for a much higher risk attached to their life and health.

2) EarlyPlanning
For Retirement

Product Specifications:

  1. Advise on Existing Life insurance
  2. Advise on Existing Health Insurances
  3. Advise on Existing Asset Insurances
  4. Emergency Planning
  5. Recommendation on Life Insurance Needs
  6. Recommendation on Health Insurance Needs
  7. Recommendation on Asset Insurance Needs
  8. Data Collection & Goal Setting
  9. Asset Allocation & Planning For Retirement
  10. Identifying Succession Planning Needs

Note:

  • TOP-UP goal cannot be availed with this plan.
  • Client has to give surrender values of the policies for accurate analysis of insurances.
  • We will help the client to surrender the policies but his participation would be needed. There may be nominal fees for the surrender.
  • This Plan is meant for people who are far away from their retirement
  • Target Audience:
  • This Solution is meant for only those individuals twho want to start planning for their retirement at an early stage and have ample time on their side.
  • This Solution will focus mainly on accumulation & NOT Distribution.

3) Dual Goal
Planning

Product Specifications:

  1. Advise on Existing Life insurance
  2. Advise on Existing Health Insurances
  3. Advise on Existing Asset Insurances
  4. Emergency Planning
  5. Recommendation on Life Insurance Needs
  6. Recommendation on Health Insurance Needs
  7. Recommendation on Asset Insurance Needs
  8. Data Collection & Goal Setting
  9. Planning For Goals ( 2 Goals )
  10. Asset Allocation for Goals
  11. Identifying Succession Planning Needs

Note:

  • Retirement Planning will not be taken as a goal.
  • Client has to give surrender values of the policies for accurate analysis of insurances.
  • We will help the client to surrender the policies but his participation would be needed. There may be nominal fees for the surrender.
  • The two goals identified in the Review Years will be the same as the first year’s goals
  • Target Audience:
  • This Product is meant for those people who are looking at planning only for a few specific goals.
  • They may want to get a taste of financial planning at an early stage before they take a plunge for the holistic comprehensive planning.

 

 

4) Starter
Financial Planning

Product Specifications:

  1. Advise on Existing Life insurance
  2. Advise on Existing Health Insurances
  3. Advise on Existing Asset Insurances
  4. Emergency Planning
  5. Recommendation on Life Insurance Needs
  6. Recommendation on Health Insurance Needs
  7. Recommendation on Asset Insurance Needs
  8. Data Collection & Goal Setting
  9. Retirement Planning
  10. Planning For Goals ( 2 Goals )
  11. Asset Allocation for Goals
  12. Identifying Succession Planning Needs

Note:

  • Client has to give surrender values of the policies for accurate analysis of insurances.
  • We will help the client to surrender the policies but his participation would be needed. There may be nominal fees for the surrender.
  • The two goals identified in the Review Years will be the same as the first year’s goal.
  • Target Audience:
  • This Product is meant for those individuals who have limited goals at the current juncture of their life.
  • The started plan is ideal for the individuals who want to experience the over all planning process, including retirement planning ,but want to start with a limited set of goals.

5) Comprehensive
Financial Planning

Product Specifications:

  1. Advise on Existing Life insurance
  2. Advise on Existing Health Insurances
  3. Advise on Existing Asset Insurances
  4. Emergency Planning
  5. Recommendation on Life Insurance Needs
  6. Recommendation on Health Insurance Needs
  7. Recommendation on Asset Insurance Needs
  8. Data Collection & Goal Setting
  9. Retirement Planning
  10. Planning For Goals ( 2 Goals )
  11. Asset Allocation for Goals
  12. Identifying Succession Planning Needs

Note:

  • Client has to give surrender values of the policies for accurate analysis of insurances.
  • We will help the client to surrender the policies but his participation would be needed. There may be nominal fees for the surrender.
  • Target Audience:
  • This is the most exhaustive plan which we can offer to our clients.
  • It gives a holistic picture to an individual about all the aspects of his finances and it gives suggestions considering emergency planning, Risk Planning, Goal based planning, Retirement planning and succession Planning.

 

6) Services
Includes

Our Comprehensive Financial Planning Service Includes:

  1. Dedicated Financial Planner [FP]
  2. Conference Call & Meetings with your Financial Planner at your discretion.
  3. One-on-One Data Collection & Goal setting
  4. Advice on your existing Portfolio
  5. In-Depth analysis of the data
  6. Detailed Financial Plan][writing,presentation & approval]
  7. Action Plan [Summary & specific action points] roll out
  8. Implementation of the Action Plan
  9. Access of Ffreedom World [Customer Portal]
  10. Monthly statements & regular Updates
  11. Annual Re-balancing
  12. Goal Based Reports
  13. Monthly Newsletter
  14. Reminders [ SIP, Premium, Renewals]

Our Expertise:

  • We, at wiremesh1, will provide you with the best of our services which will include
  • A written financial plan : Analyzing your budget and your current financial situation will help us draw a written financial plan that will be tailor made to suit your needs and achieve your goals.
  • One adviser – all products : We are a single window for all the products [eg. Mutual Funds, Insurance, Gold ETFs, Bonds Loans, Real Estate, will, trust, power of attorney and more]
  • Consolidation of all statements : All Your investments will be mapped onto a single consolidated statement.
  • Review and re balancing : Reviewing your current plan to understand the changes and re balancing it to fit your goals is what we offer and belive in.

We are wiremesh

Wiremesh is india’s leading Investment Planning Firm & helping people get excited about their financial lives. Wiremesh is powered by NJ India Invest Pvt Ltd having presence in 3 countries, 97+ offices in 21 states.

WHO ARE WE?

WE ARE THE CUSTOM TAILORS OF THE FINANCIAL WORLD.

Who We are

wiremesh is India’s leading financial planning firm doing great things for good people. Wiremesh is powered by NJ India Invest Pvt Ltd having presence in 3 countries, 97+ offices in 21 states. We are associated with more than 100 of India’s biggest corporate houses which enables us to provide best in class products to our clients. We believe financial planning is for everyone, combining our expertise in the finance sector and our knack for keeping things simple wiremesh is helping individuals in becoming clear and excited about their financial lives, by providing customized innovative solutions leading in the creation of individual wealth.

Why Choose Us

We firmly believe that in every part of your life, the key to producing outstanding results is to surround yourself with the best people you can find. By choosing us you will be dealing with experienced and licensed investment proffessionals. We will guide and mentor you in achieving your goals and aspirations. Experiencing the very best in service, through dealing with friendly, helpful, and truly devoted people, will leave you feeling great. Why wouldn’t you want to spread that around?

Mantra

We Spend a lot of time talking to customers face to face, We believe in making a customer not a sale We exist to serve clients and that the customer’s success defines our own.we Spend a lot of time talking to customers face to face, We believe in making a customer not a sale We exist to serve clients and that the customer’s success defines our own.

Why the name wiremesh

A wiremesh is combination of different strands when woven together imparts security and strength. We chose this name to reflect the integrated nature of our services. An array of financial products interwoven with great service offering will provide your with a Financial Portfolio and future which is secure and Strong

How about Some Fun Facts about our agency?

680
Pizzas Ordered
99
Clients Worked With
169
Projects Completed
30
Magazines Published

Creativity always bleeds from the touch of inspiration

Our Team

Professional & Outstanding ideas of our passionate team makes us unique in every sense.

Who are we anyway?

Meet the team who built the dream

SANIL RYAN PINTO

Founder

View Profile

SANIL RYAN PINTO

DARSHAK PATEL

IT Manager

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DARSHAK PATEL

 

 

“Here’s Few Leading Corporate Houses that some of our Clients work for”
Client  Client  Client  Client  Client  Client  Client  Client

Our Services

OUR SERVICES ARE DELIVERED BY OUR TEAM WITH YEARS OF EXPERIENCE ARE PASSIONATE ABOUT FINANCIAL BUSINESS.

PRODUCTS

Life
Insurance

Health
Insurance

Home
Insurance

Travel
Insurance

Motor
Insurance

Corporate
Insurance

Mutual
Funds

Loans
Services

Direct
Equity

Fixed
Income

SERVICES

Financial
Planning

Wealth
Management

Will
Creation

Real
Estate

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What our Clients say

  • “Thorough Professional”
    I have known Sanil as a colleague and as Financial advisor to me & my husband.
    Sanil has been an excellent service provider when it comes providing right advice, understanding person’s personal/professional situation and what he/she wants to achieve, he’s not pushy when you can’t and a thorough professional.

    Rashmi Khan
  • “Game Changer”
    I always thought the world of finance was very complex and never could understand how to choose one investment option over the other. Working with Sanil has changed all of it – He has simplified my investment outlook and made my financial goals crystal clear – “My Ship now has a destination.

    Gautam Sarkar
    Sound Engineer
  • “Combination Of Hard Work and Razor Sharp Financial Brain”
    Sanil is a mature mind on young shoulders Has a great knack for analysing and predicting future financial trends .

    Keshab Sen
    CEO & President
    MLR Auto Ltd
  • “ I've changed financial advisors twice before. Sanil was my third attempt at sorting the mess my financials were in. With Sanil's advice and active support, I finally feel I am in control of my own money. I had a scattered and directionless portfolio that was accumulated haphazardly over 20 years... but today I have a much more clearly organized and well-defined investing strategy that Sanil and I discuss, modify and fine-tune regularly. After working with Sanil, I realized that one should seek out a financial advisor not for getting guaranteed returns, becoming rich with multi-bagger buys, or beating stock market trends... It is about steadily growing your corpus of savings by actively de-risking your investments, coupled with taking calculated risks by grabbing opportunities as- and when they present themselves. ”

    Sameer Pai
    Director - ALC Indy
    CBMA Pvt. Ltd.
  • “ Service Beyond Business ”
    Mr. Pinto met me three years back when I had just begun to manage my finances. It took me no time to understanding the depth of knowledge and excellence that Mr. Pinto has in his field. With the thorough understanding of the markets and very accurate intuitions, Mr. Pinto has managed my finances credibly in last 3 years. The best part of working with Mr. Pinto is his personal attention to every client and their portfolios and going that extra mile to protect and grow clients’ wealth. Truly a ‘service beyond business’.

    Swapnil Dol
    Director DOL Group
  • “ Meticulously professional and yet affably personalized financial advisory services”
    I believe that one has guardian angels all around them, often working in the background and with all the heart and mind, there can be. Mr. Pinto has been no less than a guardian angel for me. Right from his super productive SIP efforts for me to his financial trends, explanations and updates and most critically, the insightful and scrupulous advice and help as a friend and guide, when I purchased my home, I can't thank and appreciate Mr. Pinto and his team enough! Timely reminders, amazing accountability, personalised and simplified recommendations based on facts, reliable support and easy accessibility, be it day or night - he is brilliant and simply amazing.
    Thank you so much, Mr. Pinto and Wiremesh for everything!

    Dr. Mukesh Parmar
    Business Head - India and South Asia
    Smith & Nephew India

Partners

Industry Is The Soul Of Business And The Keystone of Success Is Great Business Partners

info@wiremeshconsulting.com

+91-7021-391-061

Mumbai, India

Contact

We'd really love to hear from you so why not drop us an email and we'll get back to you as soon as we can.

+91-7021-391-061

Call Us

info@wiremeshconsulting.com

Send A Mail

201/203, 2nd floor Marathon chambers,
PK Rd, Panch Rasta,
Mulund west.
Mumbai 400080

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