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Way2pocket Pvt. Ltd.

Verified Business
Samantarapur, Bhubaneswar Business Locality Get direction
Business ratings
5.0/5 Based on 3 Reviews
Hours:
  • Monday - Saturday : 10 AM - 7 PM
Closed Now Closes 7 PM
Sunday Holiday
Monday 10 AM - 7 PM
Tuesday 10 AM - 7 PM
Wednesday 10 AM - 7 PM
Thursday 10 AM - 7 PM
Friday 10 AM - 7 PM
Saturday 10 AM - 7 PM
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  • Response TimeWithin 60 Mins
  • Recently Enquired Users100+

Overview

Experience: 10 Years Sulekha Score: 6.5 Hired on Sulekha: 1 time No of employees: 7
Services offered
Investment Consultants, Chartered Accountant, Insurance

Way2pocket pvt.ltdis a registered non government company entrusted with the goal of simplifying investment options for our clients.t. In todays time, we have so many non-negotiable goals to be achieved. For ex- it could be childrens education, marriage, Home, EMIs, health and so on.. But Escalating prices of goods & unforseen circumstances can stop us from fulfilling our dreams and desires. So, to tackle such scenarios in life, Financial Planning is a necessity. Though financial planning makes our future resilient, yet making wrong choices can also lead to unwarranted financial losses. So, having an efficient & reliable Financial Advisor is a pre-requisite. Hence, Way2Pocket Pvt.Ltd serves this very purpose. Its your financial clinic where you can freely walk with any of your financial ailments and find relief. With our years of financial expertise in portfolio & asset management, we help you to make proper & planned investments. When it comes to Investment, we realise that one size doesnt fits all , so we make investor-specific assessments and portfolio-management. We have a well-experienced team that takes in account all your criterias such as- Profile of Client(based on their earnings & their financial dependents), Age factor(based on estimated life term and responsibilities on shoulder to be fulfilled during that period), Goals(long term or short term) and so on to make calculated evaluations. Only after that, we resort to our role of financial advising. Our service caters to all sections of investors with our diversified basket of investment options. With this, we make sure that your money finds way to your pocket, instead of just flowing out from it. Our role is not just limited to making your finances more convenient and simple. We also make sure that your fortune is well-managed even after you leave. Hence, we are also engaged in Estate Planning(will making). So, It is a kind of full-package you can rely upon- Financial security through efficient Financial Planning & Asset Management through a well thought Estate Planning. This ensures that your fortune doesnt creates a mess for your inheritors. Way2Pocket adheres to best practices and standards in finance management & inculcates business ethics in all its functioning. Its your financial clinic that has aid to all your problems, helps make you smart choices and thereby insulate your pocket from any financial distress and adversaries. So walk in to Way2Pocket to get a real-time experience of Financial&Estate Management.

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Serving cities
Mumbai, Hyderabad, Bangalore View More
More information
Contact Person

Deepak Kumar Panda

Address

3020/3741,Infront of Radha Ballav Matha Ravi Talkies, Samantarapur, Bhubaneswar - 751002

Contact Number

08069874927

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Ratings & Reviews for Way2pocket Pvt. Ltd.

5.0/5
Based on
5 Ratings
3 Reviews
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Your Review
9
9861686649 Bhubaneswar
20 May, 2023

Excellent Service, Highly Affordable Service, Extremely Professional Behavior

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J
JD INSTITUTE Bhubaneswar
Certified financial planners consultancy
20 Aug, 2018

Its really very helpful to plan for my future through an expert.they have a very good plan for my child, my retirement and take care of my liabilities.Best of luck Way2pocket pvt.ltd.

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