“Your Wealth Journey Deserves Expert Craftsmanship”
Crafting Wealth. Preserving Futures. Building Legacies
At The Wealth Crafts, we believe wealth is more than numbers — it’s a legacy, a vision, a story.
Our Promise: Precision. Discretion. Excellence.
What Can Our Financial Advisors Do For You?
Services
Expert Guidance for Exceptional Results.
Income & Expense Planning
Plan major life goals — home, education, and wealth growth.
- Buy your dream home
- Secure your child’s future
- Plan vacations & retirement
- Buy a car or property
- Wealth creation & growth
Risk Management
Protect your wealth from market and financial shocks.
- Analyze your current financial situation
- Diversify investments to reduce volatility
- Regularly track and assess financial risks
- Shield your wealth against financial shocks
- Safeguard income streams & retirement plans
Investment Strategy
Build a diversified, tax-efficient investment portfolio.
- Customize your portfolio design
- Plan informed, data-driven market research
- Apply risk management strategies
- Use smarter solutions to reduce tax
- Balance investments across asset classes
Cash Flow Management
Track income, control expenses, and manage budgets.
- Track your sources of income regularly
- Categorize expenses by type
- Create monthly budgets aligned with goals
- Plan emergency funds efficiently
- Align investments with cash inflows
Retirement Planning
Prepare for a secure, independent financial future.
- Estimate savings accounting for inflation
- Review savings, investments & liabilities
- Utilize EPF, PPF, NPS, or SCSS schemes
- Create steady income through annuities
- Plan wealth transfer with wills or trusts
Making a difference with the best financial planning services (in India)
7+
Years of Trusted Expertise & Excellence
94%
Client Retention Rate
24/7 Support
Anytime Access to Expert Advice
8379+
Happy & Satisfied Clients
Personalized advice for financial growth
Achieve your financial goals with strategies designed uniquely for you. At Planedge, we focus on understanding your aspirations, analyzing your financial landscape & delivering expert solutions.
Trusted expertise
Our advisors leverage decades of experience to provide you with reliable financial solutions.
Data driven insights
Advanced analytics and insights ensure your financial decisions are backed by proven strategies.
01.
Schedule a free consultation
Book a free consultation to discuss your financial goals, challenges, and aspirations.
02.
Get a personalized plan today
We’ll create a tailored financial strategy to align with your goals and needs.
03.
Implement with trusted expert guidance
Work with our advisors to implement your plan with expert guidance.
04.
Monitor and adjust your strategy
Our team will continuously monitor your progress, provide regular updates.