A. Chaudhary
Managing PartnerOn site most days, still handles the difficult jobs personally.
About Us
Built around what clients actually ask for
SecureWealth has been doing financial advisor and insurance agency work long enough to know where it usually goes wrong — deadlines never missed, mostly. Our answer is engagement letters and fixed fee schedules, on every single matter. Services include mutual funds, life insurance and health insurance.
- Engagement letters and fixed fee schedules
- Clear timelines, and a call if anything is going to slip
- Fees agreed upfront
- Deadlines never missed
Numbers so far
0+
Since we opened
0+
Total clients
0%
Come back or refer
0 hrs
Typical first reply
The people behind the work
T. Nandi
Head of DeliveryRuns scheduling, quality checks and anything a client escalates.
M. Kulkarni
Quality LeadTrains the junior team and signs off every matter before handover.
Built around what clients actually ask for
Someone who returns calls
This is the thing our clients mention most, so it is the thing we measure.
Fees agreed upfront
Built into how we schedule, not something we promise and hope for.
After-service support
The relationship does not end when the invoice is paid.
A named contact
One person owns your matter from enquiry to close. No being passed around.
Questions we get asked
Engagement letters and fixed fee schedules. Cheaper quotes usually leave those out and add them back later.
Most matters are scheduled within 72 hours. Urgent requests can usually be fitted in sooner depending on the slot.
Yes. We assess first, send a written quote per per matter, and that is what you pay unless you approve extra work in writing.
Yes — it is one of our most requested services. Tell us the requirement and we will confirm scope and cost before starting.
You call your named contact, not a helpdesk. Anything covered by the warranty on your invoice is corrected at no cost.
Contact
Send us a message
We reply to every enquiry within one working day.
- Phone+91 95087 16899
- Emailenquiry@securewealth.in
- Address130, Fraser Road, Patna, Bihar 800005
- HoursMon - Sat, 9:00 AM to 7:00 PM