About
 

360° Wealth Advice

To Guard and Guide Your Money

360° Wealth Advice was established in 2020 as an initiative to promote investor financial awareness and to communicate an advisory approach based on fiduciary responsibility and disciplined financial decision-making. The advisory practice is operated as a SEBI-registered Individual Investment Adviser (Registration No. INA000014632).

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With over 15 years of experience in the financial services industry, along with qualifications including MMS (Finance) and Certified Financial Planner (CFP), advisory support is provided to resident individuals, NRIs, families, and non-individual clients to help them approach financial decisions with greater clarity and structure.

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The philosophy — “To Guard and Guide Your Money” — reflects a client-first approach supported by financial awareness, thoughtful financial planning, cyber-security awareness in financial transactions, and guidance aligned with each investor’s risk profile and financial objectives.

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Investment advisory services are offered on a fee-based model, with a focus on providing product-neutral and unbiased advice. Where appropriate, investments may be recommended through direct options of financial products, which do not include distributor commissions and may help improve cost efficiency for investors.

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The objective is to support investors in making informed financial decisions and navigating their financial journey with clarity while working towards their long-term financial goals.

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Advice is provided only to onboarded clients after understanding their financial situation, risk profile, and investment objectives. Information available on this website is intended for investor awareness and should not be construed as investment advice or solicitation.

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Experience | Fiduciary Advice | Fee-Only Model | Direct Investments | Investor Awareness