Mutual Funds
Straightforward Mutual Funds with a written warranty and a single point of contact.
Learn more →Our Services
If what you need is not listed, ask — it is usually something we already do.
Life Insurance
Life Insurance handled end to end, with the scope and the price agreed before we begin.
Learn more →Health Insurance
Our most requested matter. Health Insurance delivered by the same advisory team every time.
Learn more →Retirement Planning
Retirement Planning — quoted per per matter, with no line items appearing later.
Learn more →Tax Saving
We have done enough Tax Saving work to know where it goes wrong, and we plan around that.
Learn more →Portfolio Review
Portfolio Review, scheduled around you rather than around our calendar.
Learn more →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.
Simple packages, no surprises
Basic
₹3,180 per consultation
- One matter
- Mutual Funds
- Email support
- Written quote first
Standard
₹9,540 per consultation
- Everything in Basic
- Life Insurance
- Health Insurance
- Phone + email support
- Someone who returns calls
Complete
₹22,260 per consultation
- Everything in Standard
- Retirement Planning
- Tax Saving
- Same-day response
- Extended warranty
All prices are exclusive of GST. EMI available on cards. Custom quotes on request.
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