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- B-89 , Ground Floor, Malviya Nagar,110017
- Monday to Friday: 9am to 6pm
About Us
About M S Wealth
Who We Are
Welcome to M S Wealth, your dedicated partner in comprehensive financial planning and product distribution. Based in South Delhi, M S Wealth is committed to helping you achieve your financial goals through personalized and strategic planning. Our team is led by Ankita Maheshwari, a Certified Financial Planner (CFP), bringing a wealth of expertise to guide you through every aspect of your financial journey.
Our specialized focus on retirement planning ensures that we meet the unique needs of senior citizens who require our support the most.
strategic planning
corporate expertise
financial planning
Retirement Planning
Globaly renowned & trusted
Quality Services With Difference
Retirement Planning
We understand that retirement is a significant milestone that requires careful planning and expert guidance. Our retirement planning services are designed to provide comprehensive solutions for senior citizens, ensuring financial security and peace of mind in their golden years.
- Assess Your Financial Needs
- Start Early and Save Regularly
- Diversify Your Investments
- Plan for Healthcare Expenses
Income Planning
Strategies to ensure a stable and reliable income during retirement, allowing you to maintain your lifestyle and cover all necessary expenses.
- Evaluate Your Income Sources
- Create a Budget
- Build an Emergency Fund
- Plan for Future Growth
Healthcare Planning
Provisions for health insurance and long-term care, ensuring you have access to quality medical services without financial strain.
- Comprehensive Health and Wealth Assessments
- Health Savings Accounts
- Insurance Planning
- Long-Term Care and Disability Planning
Estate Planning
Comprehensive planning to ensure that your assets are distributed according to your wishes and that your legacy is protected.
- Create a Comprehensive Estate Plan
- Minimize Estate Taxes
- Protect Assets and Beneficiaries
- Regular Review and Updates
Will Making
Drafting wills to provide clear instructions for the distribution of your estate, safeguarding your legacy and providing peace of mind.
- Clearly Define Beneficiaries and Assets.
- Appoint an Executor.
- Provide for Minor Children.
- Review and Update Regularly.
M S WEALTH
Why Choose Us
M S Wealth is committed to providing personalized and comprehensive financial services tailored to your specific needs. Our holistic approach ensures that all aspects of your financial life are taken care of, from planning and investment to protection and growth. Trust us to be your partner in financial planning and take the first step towards a secure and prosperous future.
years of unbeaten & trust of customers around the world
About The Founder
Ankita Maheshwari
CFP - Founder and Leader - A Certified Financial Planner (CFP), brings 16 years of extensive experience in wealth management and the stock market. Her profound expertise and strategic vision are the cornerstone of M S Wealth. Ankita's leadership ensures that every segment of the business operates with precision and excellence.
16 Years of Experience
Having extensive experience in wealth management and the stock market. Her profound expertise and strategic vision are the cornerstone of M S Wealth.
Certified Financial Planner (CFP)
bringing a wealth of expertise to guide you through every aspect of your financial journey.
About The PARTNER
Ravi Kataria
Head of Real Estate and Luxury Cars Division
Ravi Kataria oversees real estate and luxury cars at MS Wealth, bringing extensive experience and expertise. His solid background in the luxury car industry provides an exceptional understanding of market dynamics and client needs.
Ravi's experience with a prominent luxury car company equips him with the skills to excel in his current role. His passion for luxury properties and high-end automobiles ensures top-notch advice and services, driving our real estate division forward.
Ravi is committed to providing unparalleled service and creating value for our clients by leveraging his industry insights and extensive network.
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Specialization in
Luxury Real Estate & High-End Automobiles
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exploring the latest trends
in the luxury market & Stay updated Automobile Sector
MS WEALTH TEAM
Our Expert
Ankita Maheshwari.
CFP - Founder and Leader