Wealth Management
Manage Wealth Today Before Opportunities Slip Away
Expert Financial Planning to Secure Your Wealth & Future
Surana Consultancy offers seamless, government-compliant investment and wealth management solutions tailored to your financial goals. Let your wealth grow under the guidance of certified experts who understand markets, taxation, and family needs.
Start Planning Today to Secure Your Future with Surana Consultancy
Wealth management isn’t just about investment—it's about planning a better future. Whether you're an individual, a business owner, or a family trust, our advisors will help you protect and grow your assets with strategic planning.
Eligibility Criteria for Financial Planning Services
In India, anyone—individuals, NRIs, companies, trusts, or families—can consult for wealth management. You can begin planning immediately, with strategies customized to your income, goals, and risk appetite.
Who Can Opt for Our Services?
Individual Clients
Any salaried or self-employed person can begin wealth planning to secure life goals like marriage, education, retirement, or real estate.
Joint Families
Surana offers family office-style advisory for large households managing joint assets or succession concerns.
HUFs (Hindu Undivided Families)
Specialized tax planning and wealth structuring advisory tailored for HUFs, including capital allocation, asset creation, and trust setup.
LLPs & Private Businesses
Business owners can structure profits, assets, and insurance to maximize return and lower risk.
Corporates & Startups
Corporate treasuries and founders can invest working capital or raise funds via tax-advantaged instruments.
NRIs / PIOs
We offer cross-border tax planning, investment options in India, repatriation advisory, and estate transfer solutions.
Trusts & Societies
Philanthropic and private trusts can invest corpus funds, manage estate tax exposure, and allocate to long-term goals.
Types of Wealth Management Services
Investment Advisory
Mutual funds, direct equity, bonds, AIFs—our SEBI-registered advisors help you build a balanced portfolio.
Retirement Planning
Plan for a financially independent life post-retirement with SIPs, annuities, NPS, and real estate mix.
Insurance Planning
Protect your income and legacy with term plans, ULIPs, and health insurance, tailored to your family structure.
Estate & Succession Planning
From wills to setting up private family trusts—ensure your wealth passes on smoothly.
Why Wealth Management Matters
Preserve & Grow Assets
With strategic allocation, you grow wealth while reducing tax burdens and mitigating risk.
Build Trust & Financial Freedom
With professional planning, your money works for you—even in your sleep.
Achieve Goal
Fund your child’s education, buy your dream home, or retire early—backed by smart planning.
Plan for Uncertainties
Health emergencies, job loss, or market dips—our plans ensure you're always protected.
Create Financial Assets
Turn surplus income into passive wealth—real estate, bonds, and equity instruments.
Use of Certified Advisory Platforms
All our recommendations come through SEBI-approved platforms and are documented, transparent, and tax-optimized.
Protection from Fraud
Your finances are monitored, assets insured, and returns evaluated regularly by professionals.
Long-Term Efficiency
We offer affordable packages with updates, reviews, and advisory over long-term time horizons.
Global Investment Opportunitie
Diversify beyond India into ETFs, REITs, and global markets with guided support.
Recruitment & Talent Advisory
Our wealth clients also benefit from trusted connections in hiring private bankers, CFOs, and succession planners.
Background of Surana Consultancy
Founded in 2004, Surana Consultancy is a full-stack wealth management company based in Mumbai with branch offices in Bengaluru, Kolkata, and Hyderabad. We serve over 5,000 families and 120 corporates across India and the Middle East.
Our Wealth Planning Categories
Popular service verticals include:
01
Retirement Planning
04
Emergency Fund Planning
06
Senior Citizen Monthly Income Plans
02
Child Education Planning
05
HNI Portfolio Restructuring
06
NRI Estate Planning
03
Tax Saving Investments
06
MSME Profit Allocation
Process of Financial Planning with Surana
Goal Discovery Session
Let us understand your life goals and financial dreams.
01
Risk Profiling & Income Mapping
Your earnings, liabilities, age, and dependents are analyzed.
02
Plan Design
Our team drafts a custom plan and asset allocation strategy.
03
04
Portfolio Setup & Documentation
Mutual funds, insurance, bonds—everything executed in one place.
05
Monitoring & Quarterly Review
You get regular updates, rebalancing tips, and tax alerts.
06
Support Desk & Online Dashboard
Get access to your investment details 24/7.
Professional Fees
Standard
₹4,999
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Trademark Application Filing
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Creative Logo Design By dedicated Logo Designer (3 Logo design choices)
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Expertise TM Search Report
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Free Class Search
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Free Consultation till you get TM Mark
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Drafting & Filing by TM Expert
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Use TM next to your brand
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EMI Facility
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Call, Chat, Email Support
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No hidden charges
All In One
₹14,999
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Trademark Application Filing
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Creative Logo Design By dedicated Logo Designer (3 Logo design choices)
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Expertise TM Search Report
-
Free Class Search
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Free Consultation till you get TM Mark
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Drafting & Filing by TM Expert
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Use TM next to your brand
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Trademark Objection Reply
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Trademark Hearing
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EMI Facility
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Call, Chat, Email Support
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No hidden charges
Why Surana Consultancy?
Govt. Compliant Advisory
300+ Happy Trusted by 300+ Clients
Retained and Growing
ISO Certified & Registered
Transparent, Fee-Only Advisory
Expert Wealth Planners & CFPs
24/7 Dashboard Access
Affordable & Goal-Based
Certified Tax & Estate Planners
Documents Needed for Wealth Management Registration
Applicant's/Company Name
Business Type
Business Details
Brand/Logo/Slogan Name
Office/Business Address
Documents required for Trademark Registration are:
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Pan & Aadhaar
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Business/Salary Proof
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Property Papers (if estate planning is required)
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Insurance Policy Details
Documents required for Trademark Registration are:
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Last 3 Years ITR
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Family Details
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Current Investment Summary (if any)
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MSME Certificate (for discounted pricing)
Wealth management is a strategic approach that helps you preserve, grow, and manage your financial assets with confidence. It is an essential service that safeguards your hard-earned wealth while ensuring long-term financial security.
Effective wealth management empowers you to make informed investment decisions, minimize risks, and optimize returns. It not only protects your assets but also helps you achieve your personal and business financial goals with clarity and stability.
Customer's Review
Our company has been using the services for many years and we find them and their staff to be excellent. Always reliable, supportive and forward thinking in their skills. I would thoroughly recommend any business to try their services.
- Vikram Bhansali
Metravi Instruments Pvt Ltd
We have used the services of Surana Consultancy for the past 6 years. We are delighted with their professional approach to preparing taxes. The team’s response time is swift and very accurate with proper study and supporting references. I strongly recommend them for their tailor- made services.
- Nitin Dani
Calcutta Paper Industries
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