Bangalore / Mangalore
A certified wealth manager will help you establish a customised financial strategy.
In a one-on-one consultation, your specialised financial wealth manager will go over your financial status. This meeting will result in an estimate of your financial requirements. This will enable you to respond to crucial queries such as how much money (child education plan) is sufficient to fulfil your child's dream education and how early you can retire (retirement plan).
With the support of thorough research, our investment experts will determine which financial products would best help you reach your financial objectives in accordance with the plan. For each goal, these investments are modified on your behalf based on the state of the market and the time frame that is available.
Your wealth manager will go through a thorough checklist at this annual review meeting to add any new information—such as a new family member or a job change—to your financial plan.
How It Works
What We’re Offering
Wealth Management
Working collaboratively with you in an ever-evolving world of opportunities and market conditions.
Financial & Investment Planning
Secure your financial future with strategic planning today, ensuring a retirement filled with peace and prosperity tomorrow.
Tax Consultancy
Understanding the ever-changing tax laws and advising you on the right strategies to minimize the tax obligations on your overall portfolio.
Estate Planning
Ensuring smooth passage of wealth from one generation to another with zero transmission loss.
Risk Management
Helping you in identifying potential risks and ensuring that you have built their mitigates in your portfolio to avoid any adverse impacts.
Our Expert Team
Meet our expert Team
CUSTOMER FEEDBACKS
Check Out Customer Feedback
Bharath BV and Dr.Chaitra
"We have been associated with Finpulse wealth right from the inception of this company and Vishnu is our wealth manager. Working with our wealth manager has been a transformative experience for our financial future. His expertise, professionalism, and personalized approach have truly set them apart. From the moment we began collaborating, He took the time to understand our unique goals, concerns, and aspirations, crafting a comprehensive wealth management strategy tailored to our specific needs. His strategic investment advice and astute financial planning have not only helped us grow our wealth but also provided peace of mind in uncertain economic times. His proactive communication and transparent guidance have instilled confidence in every decision we make together. hanks to our wealth manager's dedication and commitment to our financial well-being, we feel empowered and supported on our journey towards achieving our long-term goals. We wholeheartedly recommend their services to anyone seeking a trusted partner in building and preserving wealth for the future."
Sudhindra
“Vishnu always goes above and beyond to provide his clients with the best opportunities to grow and safeguard my assets. His insightful advice and strategic planning have not only helped me achieve my short-term goals but have also laid a solid foundation for my long-term financial success. Vishnu’s professionalism, attention to detail, and genuine care for his clients are truly commendable. I feel incredibly fortunate to have you as my financial consultant, and I am grateful for the peace of mind that comes with knowing my financial matters are in such capable hands. I hear pleasant feedback from my friends who were introduced to you for providing financial consultation. I look forward to continuing our partnership and exploring new opportunities together. “
I am Associated with Mr. Lal Krishnesh for the past 5 years and he has guided me and my family well with regard to investments. He has a client first culture . I am very much impressed by his quality investment strategy and also by his service. All the Best for your future.
Sheshu G Navada
Lalitha Lakshman
Working with my financial advisor has been a game-changer. Despite my initial setbacks and lack of experience, Vishnu guided me with patience, expertise, and a clear strategy, helping me turn losses into gains and build a solid portfolio. I appreciate Vishnu’s consideration for my immediate and long term plans and helping me invest accordingly which has been instrumental in my journey to wealth accumulation.
I can confidently say that partnering with him to take care of was one of the best decisions, I’d highly recommend him even if you’re just starting out or have limited knowledge of investing as he will do the needful
Address
Bangalore / Mangalore
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