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Investment Review
A clear-eyed review of your holdings, allocation, and risk.
AMAR FINANCIAL SERVICES
Amar Financial Services: Your Trust. Our Commitment. We partner with you to navigate India's financial landscape, offering expert guidance for goal-based investing, retirement planning, and long-term wealth creation. Our client-centric approach ensures personalized strategies for your family's financial future, helping you invest wisely and build lasting prosperity. With years of experience, we focus on tax-efficient growth. Start your journey to a wealthy tomorrow with us today!
Amar Financial Services
“Amar Financial Services Your Trust. Our Commitment.”
AMFI Registered NISM Certified ARN-345188
Goal planning
Goals we help you plan for
Retirement
Education
Vacation
Emergency fund
Marriage
Home
Services
What we do
Practical, hands-on guidance across every stage of your financial journey.
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Fund Selection
Curated funds matched to your goals and time horizon.
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SIP Solutions
Disciplined, automated investing plans that compound over time.
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Portfolio Reporting
Transparent, regular reporting on performance and progress.
Products
Investment products we offer
A curated set of investment options to match your goals and risk comfort.
Mutual Funds
SIP or lumpsum investment based on your goals.
Fixed Deposits
Bank & Private FDs for stability.
Bonds & Debentures
Fixed income securities for conservative growth
Stocks
Gold Bonds| Pre-IPO| F&O
PMS/AIFs
For HNIs with higher risk appetite
Insurance - Term & Health
To secure your family’s future & protect your savings
Calculators
SIP and lumpsum planning tools
See how disciplined investing compounds over time. Adjust the amount and horizon to project your future savings.
Monthly investment₹ 5,000
Investment period7 yrs
Potential value after 7 years
₹6.60 L
Invested amount: ₹4.20 L
year 0year 7
* Illustrative projection at 12% p.a. Mutual fund investments are subject to market risks.
About the app
Backed by the Wealthy App
Your investments are managed via the Wealthy App, a SEBI-registered, secure, and trusted investment platform used by over 1,00,000+ investors.
SEBI Registration Certificate
₹6000 Cr in investments
30+ offices across India
Get in touch
Start a conversation
Share your details and AMAR FINANCIAL SERVICES will reach out to help you plan your next step.
