Who are we
About Wealth2Life
We as wealth2life incorporated in the year 2019 and at present having 250+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
WHAT WE OFFER
Purchase of any financial products without consulting a financial planner is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
PLAN
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
EXECUTE
Implement your customized advice by buying all the recommended financial products on one single platform.
MANAGE
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.
Clients
Lacs AUM
Years Experience
Awards
About Founder of Wealth2Life
Dr. Maria Pramila D'souza
Founder & CEO
An enthusiastic and dedicated personality with over 12+ years in the finance sector. Dr. Maria founded W2L this year with the motive of sharing her inputs and experience from over the years, with those struggling with managing thier wealth and savings.She looks to build a society of financially secure individuals, hence the tagline