Goal Based Investment Planning
|Mutual Fund Advisory|
|Investment & Tax Planning|
|Children Future Planning|
We provide solutions on best possible risk cover and the least possible price for individuals.
To enhance portfolio diversification, we also provides services related to the investment of funds in property with an aim to generate income through rents or via long term capital appreciation.
Periodic updates about the market position, investment standing as well as reminders about the due premiums
Bhushan Deshpande- Founder of Genesis Wealth Planners has affluent experience in the field of Investment Advisory, Wealth Management & Asset Management, Having worked extensively in MNC’s and with market leaders in Financial Services.
He has been instrumental in creating unique investment ideas for clients across asset classes and has successfully delivered structuring & execution of it for clients with unbiased investment approach.
His philosophy is to help clients to understand their current financial situation, create and prioritise their financial goals and develop a sensible plan to reach or exceed those goals.
Genesis Wealth Planners provides consulting & services in the field of financial services predominantly providing advisory for Investment Planning, Wealth Management Products, Tax Planning and Real Estate.
We help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.