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AjonTec ISO 9001:2015 Certified · Startup India Recognized
Latest Update

Online booking is live — reserve without calling.

+91 95087 16899 enquiry@securewealth.in Mon–Sat 9:30 AM – 7:30 PM · Sunday by appointment
What We Offer

Our Services

If what you need is not listed, ask — it is usually something we already do.

  • Mutual Funds

    Straightforward Mutual Funds with a written warranty and a single point of contact.

  • Life Insurance

    Life Insurance handled end to end, with the scope and the price agreed before we begin.

  • Health Insurance

    Our most requested matter. Health Insurance delivered by the same advisory team every time.

  • Retirement Planning

    Retirement Planning — quoted per per matter, with no line items appearing later.

  • Tax Saving

    We have done enough Tax Saving work to know where it goes wrong, and we plan around that.

  • Portfolio Review

    Portfolio Review, scheduled around you rather than around our calendar.

Pricing

Simple packages, no surprises

Basic

3,180 per consultation

  • One matter
  • Mutual Funds
  • Email support
  • Written quote first
Choose Basic

Complete

22,260 per consultation

  • Everything in Standard
  • Retirement Planning
  • Tax Saving
  • Same-day response
  • Extended warranty
Choose Complete

All prices are exclusive of GST. EMI available on cards. Custom quotes on request.

Start with a conversation

One message is enough to get started — we will ask for the rest.

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