Why Choose My wealth Buddy ?
We go beyond standard mutual fund distribution. Discover the unique advantages of partnering with us for your financial success.
Comprehensive Investment Solutions
We offer a wide range of investment services designed to help you achieve your financial goals, whether you're planning for retirement, saving for a major purchase, or building long-term wealth.
Mutual Fund Advisory
Expert guidance on selecting the right mutual funds based on your risk profile, investment horizon, and financial goals.
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Personalized fund recommendations based on your risk profile
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Diversified portfolio creation across asset classes
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Regular performance monitoring and portfolio adjustments
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Access to exclusive fund opportunities and new fund offers
SIP Planning
Structured Systematic Investment Plans designed to help you build wealth consistently through disciplined investing.
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Customized SIP plans based on your financial capacity
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Goal-based SIP recommendations for specific life objectives
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SIP top-up strategies to increase investments as income grows
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Regular SIP performance tracking and optimization
Shariah-Compliant (Halal) Investments
Looking for ethical, interest-free investment options?
I offer Shariah-compliant mutual funds that align with Islamic finance principles—no interest (riba), no gambling (maysir), and no investments in prohibited (haram) sectors like alcohol, tobacco, or conventional banking.
What You Get:
✔️ 100% Halal, AMFI-approved mutual fund schemes
✔️ Diversified portfolios without compromising your values
✔️ Suitable for long-term wealth creation through SIPs or lumpsum
✔️ Regular portfolio reviews to ensure compliance
Holistic Financial Planning
Comprehensive financial planning services covering investments, insurance, retirement, and tax planning for a secure future.
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Holistic financial assessment and goal setting
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Customized investment strategy aligned with life goals
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Risk management and insurance planning integration
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Regular financial plan reviews and adjustments
Retirement Planning
Secure your post-retirement life with carefully planned investment strategies that ensure financial independence.
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Assessment of retirement needs and corpus calculation
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Creation of customized retirement portfolios (NPS, Annuities, etc.)
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Strategies for regular income post-retirement
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Review and adjustment of retirement plans periodically
Tax-Saving Investments
Optimize your tax liability through strategic investments in tax-efficient mutual fund schemes like ELSS.
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Investment in ELSS funds for Section 80C benefits
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Strategies for tax-efficient long-term capital gains
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Advice on tax implications of different investment choices
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Tax-loss harvesting techniques for portfolio optimization
Portfolio Review & Rebalancing
Regular assessment and rebalancing of your investment portfolio to ensure alignment with your financial goals and market conditions.
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Periodic review of investment performance against benchmarks
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Asset allocation check and strategic rebalancing
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Identification of underperforming assets and corrective actions
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Recommendations for portfolio optimization based on market outlook