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Explore our range of services designed to help you achieve your financial and business goals.
Holistic Financial Engineering
Investments and insurance, planned together — not sold separately. A plan that only looks at one piece of your finances isn't a plan, it's a product. Cashflow, Investment planning , tax planning & estate planning for every stage of your life A financial plan maps out where you stand financially today and lays out a roadmap to where you want to be. It looks across every area of your financial life, connects them to your goals, and tells you what to do and in what order. It is revisited regularly and built to adapt as your life changes.
Goal based investing
Mutual funds are a great investment vehicle supporting
investments across – debt, equity, gold, real estate, or a hybrid thereby
helping us achieve our goals across timelines & life stages .
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management. Mutual funds offer an easy entry point into the world of investing, making them an excellent choice for both beginners and experienced investors. With mutual funds, your money is managed by skilled fund managers who analyze the market and select the best investment opportunities.
Retirement Planning
The real question isn't what your portfolio returns. It's when you get to stop working, and what that life looks like. We plan backward from that answer. Most corporate professionals spend their working years building a corpus. What that corpus needs to do after retirement is a separate and equally important question: how much monthly income it generates, how it holds against inflation running at 6 to 7% annually, how it accounts for healthcare costs that rise faster than general inflation, and whether it lasts as long as you do. Ananta Wealth plans for both phases.
Investments for High Net-Worth Individuals
For portfolios that have outgrown conventional mutual funds —
Specialized
Investment Funds (SIF), PMS, AIF, and global investing — brought to you with the same
discipline as everything else we do.
Specialised Investment
Funds (SIFs)are designed to follow a pre-defined investment approach,
often using a mix of equities, debt, or other instruments. These funds aim to
provide investors with targeted exposure to particular market opportunities
while maintaining a specialised mechanism for capital allocation and a minimum investment of ₹10 lakh.
Portfolio Management Services
(PMS) are professional
investment solutions for high-net-worth individuals featuring direct stock
ownership, tailored strategies, and a minimum investment of ₹50 lakh.
Alternative Investment
Funds
AIFs are privately pooled investment vehicles that collect funds
from investors and deploy them into specified assets as per the fund’s
strategy. These funds can focus on equity, debt, real estate, or other
alternative assets, offering a structured approach to diversification and a minimum investment of ₹1 crore.
Global Investments:
Our Global Investments
service enables you to diversify your portfolio by accessing investment
opportunities across international markets through Gift City and other advisory-based, curated investment access
Insurance Advisory
Policies bought through a bank, an agent, or an employer scheme rarely reflect your actual income, liabilities, or life stage. Life cover that made sense at 30 may be inadequate at 45. Health cover that seemed sufficient before a salary increase may leave significant gaps today. Insurance advisory is a review of what you have, what you actually need, and what needs to change.
Corporate Financial Wellness Workshops
Employees who are worried about money are less focused, less productive, and more likely to leave. Corporate workshops give employees practical financial education built around what they are actually dealing with: tax decisions, insurance gaps, retirement planning, and making their salary work harder. Rajesh designs and delivers sessions that are specific to your workforce, not drawn from a generic curriculum.
We conduct financial education sessions for corporate employees — helping teams build sound money habits early, at every stage of their career, well before they need a personal plan.