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360 Wealth Advice – To Guard and Guide Your Money

About

 

360° Wealth Advice

To Guard and Guide Your Money

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360° Wealth Advice represents a holistic approach to understanding and managing your financial life — looking beyond individual investments to consider your goals, risks, needs and long-term financial well-being.

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“To Guard and Guide Your Money” reflects our philosophy of protecting what you have, guiding you through informed financial decisions, and helping you remain aligned with your financial goals through changing circumstances.

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About Rachna Chauhan

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360° Wealth Advice is an investor financial awareness and advisory communication initiative of Rachna Chauhan, an Individual Investment Adviser registered with SEBI (Registration No. INA000014632), and has been in use since 2020.

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With over 15 years of experience in financial services, along with MMS (Finance) and Certified Financial Planner (CFP®) qualifications, Rachna Chauhan provides fee-based investment advisory services to resident individuals, NRIs, families and non-individual clients.

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The advisory approach is centred on fiduciary responsibility, financial awareness and disciplined decision-making, with advice aligned to each client's financial objectives, risk profile and suitability. The Investment Adviser does not receive commissions for investment advisory services and, where available and suitable, advises through direct plans/options in accordance with the regulatory framework.

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360° Wealth Advice is not a separate legal entity or separately registered SEBI Investment Adviser. All investment advisory services are provided by Rachna Chauhan, Individual Investment Adviser, SEBI Registration No. INA000014632.

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Information on this website is provided for general investor awareness and educational purposes only and should not be construed as personalised investment advice, a recommendation to buy or sell any security, or a solicitation to invest.

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Fiduciary Approach | Fee-Based Advisory | Direct Plans Where Available |

Investor Awareness​​

Rachna Chauhan

SEBI Registered Investment Adviser | Individual | SEBI Registration No: INA000014632 | Validity: Perpetual

Certified Financial Planner (CFP®), FPSB India | No. IN151762

Investment Adviser / Principal Officer: Rachna Chauhan

  • Registration granted by SEBI, enlistment with IAASB and certification from NISM in no way guarantee performance of the IA or provide any assurance of returns to investors.

  • Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

  • Investment advisory services are provided only to clients who are formally onboarded under an Investment Advisory Agreement, following the applicable KYC, risk profiling and suitability assessment requirements.

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                                                        © 2020–2026 Rachna Chauhan / 360° Wealth Advice | All rights reserved.

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