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

FINANCIAL PLANNING

FINANCIAL PLANNING ROAD MAP

DISCOVERY

GOALS

PORTFOLIO

MONITORING

LAUNCH

ARE YOU READY TO START A CONVERSATION?

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.

OUR OFFERINGS

1) RISK PLANNING

PRODUCT SPECIFICATIONS

Advise on Existing Life insurance
Advise on Existing Health Insurances
Advise on Existing Asset Insurances
Emergency Planning
Recommendation on Life Insurance Needs
Recommendation on Health Insurance Needs
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) EARLY PLANNING FOR RETIREMENT

PRODUCT SPECIFICATIONS

Advise on Existing Life insurance
Advise on Existing Health Insurances
Advise on Existing Asset Insurances
Emergency Planning
Recommendation on Life Insurance Needs
Recommendation on Health Insurance Needs
Recommendation on Asset Insurance Needs
Data Collection & Goal Setting
Asset Allocation & Planning For Retirement
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

Advise on Existing Life insurance
Advise on Existing Health Insurances
Advise on Existing Asset Insurances
Emergency Planning
Recommendation on Life Insurance Needs
Recommendation on Health Insurance Needs
Recommendation on Asset Insurance Needs
Data Collection & Goal Setting
Planning For Goals ( 2 Goals )
Asset Allocation for Goals
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 PLANNING

PRODUCT SPECIFICATIONS

Advise on Existing Life insurance
Advise on Existing Health Insurances
Advise on Existing Asset Insurances
Emergency Planning
Recommendation on Life Insurance Needs
Recommendation on Health Insurance Needs
Recommendation on Asset Insurance Needs
Data Collection & Goal Setting
Retirement Planning
Planning For Goals ( 2 Goals )
Asset Allocation for Goals
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

Advise on Existing Life insurance
Advise on Existing Health Insurances
Advise on Existing Asset Insurances
Emergency Planning
Recommendation on Life Insurance Needs
Recommendation on Health Insurance Needs
Recommendation on Asset Insurance Needs
Data Collection & Goal Setting
Retirement Planning
Planning For Goals ( 2 Goals )
Asset Allocation for Goals
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) WEALTH MANAGEMENT SERVICES

OUR COMPREHENSIVE OFFERINGS

Dedicated Wealth Management
Conference Call & Meetings with your Portfolio Manager at your discretion.
One-on-One Data Collection & Goal setting
Advice on your existing Portfolio
In-Depth analysis of the data
Detailed PMS Presentation]
Action Plan [Summary & specific action points] roll out
Implementation of the Action Plan
Access of PMS [Customer Portal]
Monthly statements & regular Updates
RE-BALANCING
Monthly Newsletter
Reminders [ SIP, Premium, Renewals]

Our Expertise:

We at Wiremesh will provide you with the best of our services which will include

PMS Portfolio Manager – 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 & Rebalancing :
Reviewing your current plan to understand the changes and re balancing it to fit your goals is what we offer and believe in.

Wiremesh is India’s leading Wealth Management 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.

ABOUT US

Wiremesh is India’s leading Wealth Management 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 wealth management 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 professionals.

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

About

SOME FUN FACTS ABOUT OUR AGENCY

680

PIZZAS ORDERED

650

CLIENTS WORKED WITH

169

PROJECTS COMPLETED

30

TRAINING EVENTS

CREATIVITY ALWAYS BLEEDS

FROM THE TOUCH

OF INSPIRATION

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

SANIL RYAN PINTO

FOUNDER & CHIEF ADVISOR

VIEW PROFILE

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

Services

Our Services Are Delivered By Our Team With Years Of Experience And Passion About The Business Of Finance

PRODUCTS

LIFE INSURANCE

HEALTH INSURANCE

HOME INSURANCE

TRAVEL INSURANCE

MOTOR INSURANCE

CORPORATE INSURANCE

MUTUAL FUNDS

LOANS SERVICES

DIRECT EQUITY

FIXED INCOME

SERVICES

PORTFOLIO

MANAGEMENT

WEALTH MANAGEMENT

WILL CREATION

REAL
ESTATE

ARE YOU READY TO START A CONVERSATION?

GET IN TOUCH

WHAT OUR CLIENTS SAY

“ 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’.