A 3600 Approach to
your Wealth
Creating wealth
We help you create wealth through investments across assets like:
Equity shares
/ stocks
Bonds- Debentures
Mutual Funds
Portfolio
Management Services (PMS)
Alternative
Investment Funds (AIFs)
Corporate
Fixed
Deposits
Investments in
gold and silver
Unlisted shares
/
securities
Real Estate- Market linked
debenture and structured products
Managing wealth
We help you mange your wealth through:
Tax management
- Tax planning
- Filing of income tax returns
Liability management
- Home loan
- Car loan
- Gold loan
- Personal loan & other types of liabilities
Accounting & financial reporting
- Track all your investments across assets at one place
- Book-keeping & accounting services
- Cashflow management & statement
- Net worth statements.
- Expense Management & Budgeting
Preserving wealth
Protecting your assets & investments through prudent risk management.
Using insurance planning to protect assets
- Life insurance
- Health insurance
- Motar car insurance
- Fire & general insurance
Passing wealth to the next generation
Our financial services relating to estate & succession matters helps for smooth passing of wealth to the next generation through :
- Will drafting
- Trusts
- Philanthropic planning like setting up & operating charitable trust
Goal based Financial solutions
We provide Financial solutions to achieve your financial goals & investment objectives such as:
- Financial solutions to receive regular passive income post retirement.
- Financial solutions to meet child's education expense (e.g. studying abroad)
- Financial solutions to meet child's marriage expense
- Financial solutions to purchase life style assets like buying your dream house or car
NRI Services
- WEALTH 360 facilitates NRI investments across asset classes
- We provide NRI specific tax planning & filing of income tax related services
- Book keeping & accounting services for NRIs
Anuj Shah
Founder & CEO, WEALTH 360 Managing Partner, MPS Finvest
Anuj Shah is a seasoned professional with expertise in financial and wealth-related matters pertaining to investment management, tax management, insurance as well as estate and succession planning solutions. Over the past 20+ years, he has helped several clients create, grow, manage and preserve their wealth as well as achieve and sustain financial freedom.
MPS Finvest operating under the brand WEALTH 360
AMFI Registered Mutual Fund Distributor || ARN-78961 || Valid til 08 April 2027
APMI Registered PMS Distributor || APMI04274 || Vaid till 12 January 2029