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WELCOME

 Create Your Dream Wealth Through a Focused Process.

OUR MISSION

To consistently give need-based financial advice and wealth management advice to our esteemed clients. Wealth Pathfinder aims to help individuals turn their dreams and ideas into successful wealth generators with planning and comprehensive guidance from us.

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We offer Investment Advise under the brand 'Wealth Pathfinder'

 WEALTH GENERATION PROCESS

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Income Anlyses

Income Analysis

The foundation of wealth generation is to identify and analyze various sources of income

We believe that the endeavor of wealth creation begins with income generation and cash flow management

Flexible budget Planning

Outflow Analysis

After careful analysis of statutory obligations , needs and goals, it is vital to budget your spending habits for wealth generation.

A major exercise to augment wealth generation process involves careful outflow analysis to meet tax obligations, maintain lifestyle, get protection and achieve wealth growth.

Proper Documentation of services

Estate Mapping

The aim of wealth generation is to pass on the legacy to the next generation. We observe it as the most neglected area in wealth creation.

Estate Planning  aims at smooth transfer of wealth to legal heirs as per statutory provisions.

Arvind Tulalwar-Registered Investment Adviser-Individual.SEBI IA REG.No.INA000011015.
valid up to -02/07/2028

WEALTH PATHFINDER
INDIGO-2604 OROVIA WAGHBILL ROAD KAVESAR THANE WEST-400615
arvindtul@gmail.com

MOB-91-9819874161
SEBI Office Address-SEBi Bhavan,Plot No.C4-A,"G"Block,BKC,Bandra EastMumbai-400 051.Toll free Helpline-1800-22-7575,1800-266-7575

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  • DISCLAMER :-Registration granted by SEBI, Membership of BASL and Certification from NISM, in no way guarantee performance of the intermediary or provide any assurance of returns to investors'

  • Investments in securities market are subject to market risks. Read all the related documents carefully before investing.

  • The securities quoted(if any) are for illustration only and are not recommendatory.

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ODR Portal could be accessed, if unsatisfied with the

response. Your attention is drawn to the SEBI circular no.
SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July
31, 2023, on “Online Resolution of Disputes in the Indian
Securities Market”.
A common Online Dispute Resolution Portal (“ODR Portal”)
which harnesses conciliation and online arbitration for
resolution of disputes arising in the Indian Securities
Market has been established. ODR Portal can be accessed via
the following link - https://smartodr.in/

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Investor can report/complaint against Registered Investment Advisor, to following platforms:-

https://scores.gov.in/

https://www.bseasl.com/Investor_Compliants.aspx

ODR Portal can be accessed via the following link - https://smartodr.in/

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