We are a boutique investment advisory solutions firm providing custom made investment solutions for your financial needs and wealth management solutions.

1. Personal Finance Investment Solutions
Take Charge of
your Family’s
Future.
Achieve
Financial
Independence.
WealthAndMe Investment Solutions
Growing Your Wealth through Collective Wisdom

2. Are you investing for the future of your family?
All of us invest in various financial products.
 Are they invested keeping in view your various financial needs, your risk
profile and are these financial products tax efficient?
 Are your investments diversified across asset classes in proportion to your
financial and wealth creation needs?
 Are the investments in professionally managed, researched and rated
investment products?
WealthandMe Investment Advisory Solutions
 Our investment solutions are designed to address the above questions and
guide you achieve financial independence, wherein your assets generate
income greater than your expenses.
 As a personal finance advisory firm, we advise on investing in Equities,
Equity and Fixed Income Mutual Funds, Insurance, Gold ETFs &
Alternative investments.
Grow your wealth through collective wisdom

3. Benefit from using our services
 We follow a portfolio approach to investing. Solutions we advise are with the
primary focus of generating income from well researched financial products,
help you save taxes and are flexible for portfolio rebalancing.
 We recommend products based on detailed analysis of the research reports
available from major Mutual Fund houses, India Infoline, top brokerage firms
like HDFC Securities/ICICI Securities and Rating Agencies. We recommend
products which are simple, focussed and not hybrid.
 Our investment recommendations in equity/fixed income products are based
on your financial/wealth creation needs and your risk profile.
 We have an active investment blog and a Facebook fan page to facilitate in
you enhancing your knowledge on investing and for gaining from collective
investor community wisdom.
Below are a set of investment solutions which would help address financial/wealth
creation needs each of us have. Do contact us to know more. We would be happy
to understand your needs and guide you with the right investment products .
Grow your wealth through collective wisdom

4. ‘Smart Save’ – Tax Efficient
Investing money required in the short term? Find
Savings Solutions
smarter ways to save tax
All of us have short term financial needs, be it funding for the
latest smart phone, next-gen television, buying jewellery etc.
We normally park these funds in bank savings or deposits.
Through our ‘Smart Save’ Solutions, we recommend financial
products which are tax efficient with no penalty for early
withdrawal of full or part amount. Know more…
Are your savings being spent on increase in
prices? Guard against Inflation
Inflation in prices of products we buy on a regular basis
would severely dent our potential to save for our other
needs. Through our ‘Inflation Guard’ solutions, we
recommend fixed income products to invest on a recurring
basis with facility to withdraw when needed. This helps you
Guard to systematically plan your new investments or expenses and
thereby benefit from the timing of the investment or the
Solutions to Secure Future Savings expense. Know more…
Investing to fund your children’s higher education,
your next car or your first home in the next few
years? Explore secure ways
It helps to invest in products that have higher probability
returns with minimum risk for achieving those needs that are
close to our heart. With our ‘Achieve for Sure’ Solutions, we
recommend financial products that suit your risk profile and
make money available when you need it most. Know more…
‘Achieve For Sure’ – Wealth
Protection Solutions
Grow your wealth through Collective Wisdom

5. Investing to create wealth to build your next ‘Happy Family’ – Solutions to
big house or fund your children’s marriage? Create Wealth
Discover wise ways to lead a happy life
With our ‘Happy Family’ Wealth Creation solutions, we
recommend financial products with higher capital
appreciation potential. Products we recommend are across
asset classes taking into account your risk profile and
specific financial needs. It helps to invest in the best
professionally managed financial products to grow your
wealth and live prosperously. Know more…
Investing for your retirement needs? Check on the
returns
Investment solutions for building a retirement corpus are to be
in investment products that are relatively safe and provide
higher annual returns. This is because, higher annual returns
help build grow a bigger corpus when the power of compounding
is applied. Our ‘Retire Happy’ Retirement Planning solutions
help you invest in relatively safe financial products with higher
yield potential. It helps to retire happy. Know more…
‘Retire Happy’ – Solutions to
earn higher safe returns
Started great on your career. Build your
investments
The early years of your career are very crucial to build a
strong financial foundation. Our ‘StrongFoundation’
investment solutions identify those investment products
that best suit your earning potential and invest in the ‘’’Strong Foundation’ – Solutions to
best professionally managed products. Know more… get it right early
Grow your wealth through collective wisdom

6. Our Team
Our Team constitutes members who are Certified Personal Financial
Advisors, AMFI Registered Mutual Fund Distributors and with a wealth of
experience in the Financial Services Industry.
Our Partnership
WealthAndMe Investment Solutions
Website: www.wealthandme.com
Contact Number: + 91 89713 22704
Email: natraj@wealthandme.in
Like us on Facebook: http://www.facebook.com/WealthAndMe
Visit our Blog: http://wealthandme.blogspot.in/?view=flipcard
Grow your wealth through Collective Wisdom