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Take My Advice—Even If You Buy Elsewhere

A free, no-strings consultation that maps every rupee into Protection, Growth, and Legacy.

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“26+ years of trusted, transparent, and expert financial advisory services.”

Why a Wealth Map?

Products are replaceable. Advice isn’t

A Wealth Map shows exactly how much to park in Life Insurance, Health Insurance, and Mutual Funds—tailored to your goals, age, and risk comfort.

Book My Free Wealth Map Call

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What You’ll Get

Co-Branded Credibility
Risk-Gap Analysis

Discover hidden protection gaps.

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Revenue-Share on Every Policy / SIP
Growth Forecast

See potential corpus at 10/12/14 % CAGR

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Done-for-You Portfolio Reports
Tax & Legacy Guide

Quick wins to keep more of what you earn.

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Claims & Service Desk
Action Checklist

DIY steps if you wish to implement on your own.

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Client Testimonial

From first-time investors to seasoned professionals, our success stories reflect our commitment to excellence in financial planning.
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Didn’t buy a single plan from Nath initially—just used their map. Returned 6 months later and shifted everything to them

S. Dutta

350+ Over

User Feedback

FAQ

Frequently Asked Questions

faq
Is the Wealth Map consult really 100 % free?
Yes—no fees, no hidden clauses, no obligation to buy anything.
Do I have to purchase Nath products after the session?
Absolutely not. Use the advice with any provider you trust.
How long is the session and where does it happen?
A focused 30-minute Zoom call (or in-person at our office, if you prefer).
What should I prepare before the call?
Your monthly income, current savings/insurance details, and future goals (kids’ education, retirement age, etc.)
I already invest elsewhere—will this still help me?
Yes. We identify gaps, overlaps, and cost leaks so you can fine-tune your existing portfolio instead of starting from scratch.
Will I get something in writing after the consult?
You’ll receive a concise, personalised PDF Wealth Map outlining protection, growth, and legacy allocations.
How long do I have to act on the recommendations?
As long as you like—but remember, every month of delay reduces the compounding benefit we show on the map.
Can I bring my spouse or co-investor to the call?
Please do. Joint decisions mean faster action and fewer back-and-forths later.
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Advice is free—regret is expensive

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