Wealthgen is a Service brand of PY Associates which is registered firm in Pune . We help you to create your financial road map to meet your financial goals / objectives.
Estd. In Feb 2015, we are not just a typical investment services firm in India but are offering services across the asset classes:
- Mutual Funds
- Insurance [Health | Life | General | Accidental]
- Group Insurance
- Corporate FDs
- Land Investment
- Household Savings Analysis
- Portfolio Management Services
- Income Tax Savings Solutions
With unique effective investment model in mind and with our association with major investment institutions, we believe that our ability to identify emerging trends in investment solutions & service offerings with select range of products enables us to build stronger relationships with our clients. We at wealthgen help preparing individually tailored investment solutions which are designed to fit each client’s goals, needs and values.You have the flexibility to choose the services / options that best fit your individual / family / retirement needs.
Investment Philosophy – We do not follow a traditional investment pattern. We listen to you, analyze & present the hybrid investment model for you to review with.