The Vue Kondhwa Budruk Pune
hasnain@financiallyempowered.in +91 77988 70725

About Us

At Financially Empowered, our mission is to provide our clients with the best solutions in wealth creation and wealth management. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions. At Financially Empowered, we offer our services through personal counsel with each of our clients after understanding their wealth management needs.

Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

Services

Wealth Protection


All those financial instruments help protect your bank balance from uncertainties like health problems, accidents, death, fire, etc.

Term life insurance is a type of life insurance that provides coverage for a specific period, known as the "term." If the insured person dies during the term, the policy pays a death benefit to the beneficiaries. If the term expires before the insured's death, the coverage ends without any payout.

Health insurance is a type of insurance coverage that pays for medical and surgical expenses incurred by the insured. It can also provide benefits for preventive care, prescription drugs, and other health-related services. Health insurance helps mitigate the high costs of healthcare and ensures that individuals receive necessary medical care without financial burden.

Home insurance, also known as homeowners insurance, is a type of property insurance that provides financial protection against damage or loss to an individual's home and belongings. It also offers liability coverage for accidents that occur on the property or as a result of homeowner negligence..

Critical illness insurance is a type of health insurance designed to provide a lump-sum benefit to policyholders diagnosed with a serious illness covered by the policy. This coverage helps alleviate the financial burden associated with severe health conditions that often require extensive medical treatment, specialized care, and potentially long-term recovery periods.

Auto insurance is a contract between a vehicle owner and an insurance company that provides financial protection against losses resulting from traffic accidents, theft, and other vehicle-related incidents. In exchange for premium payments, the insurer agrees to cover certain costs associated with damages, injuries, and liabilities.

General insurance refers to non-life insurance policies that provide coverage for various risks and liabilities other than life. This includes insurance for property, vehicles, health, travel, and more. General insurance policies protect against financial losses arising from unforeseen events, such as accidents, natural disasters, theft, and liability claims.

Wealth Creation


Under Wealth creation, we have different categories of offerings for investors:

Investors investing a minimum of Rs. 50,00,000 – We are associated with some of the best Portfolio Management Services (PMS) companies which offer a variety of portfolios that professional fund managers actively manage.

Investors investing a minimum of Rs. 10,00,000 – Equity Advisory Services offered by big Portfolio management services (PMS) on our online platform. It's a service where a professional Fund Manager gives guidance on investing in direct stocks with the convenience of using the platform of your choice.

Investors Investing a minimum of Rs. 1,00,000 – Structured Notes, Market Linked Debentures (MLD), Bonds, Liqui-loans, and Non-Convertible Debentures (NCD) all available from the most reputed financial houses of India.

For beginners and Investors in the early stages – A basket of Mutual Funds designed as per their short-term and long-term goals. We look forward to taking these investors to our highest category over their long-term investment journey.

300

+
Happy Clients

200

Cr +
Portfolio Management

10

+
Countries Served

50

+
Seminars

Why Us!

INVESTMENT NEED ASSESSMENT

The first step for proper investment planning starts with assessing your actual need for investment. We would help you to know how much you need to save to meaningfully fulfill your responsibilities in life and also achieve your prominent financial objectives/goals.

WEALTH MANAGEMENT

Wealth management covers broad areas of wealth creation, retention, and management. Our role is to plan and execute solutions and strategies for achieving your financial objectives.

PRODUCTS DISTRIBUTION

Every planning or solution needs proper execution. As financial product distributors, we offer access to a wide range of products to implement your plans effectively.

Our Philosophy

Client Centric Approach

Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.

Rich Product Basket

We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.

Value Added Services

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.

Right People To Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

5 Steps of Financial Planning

  1. Planning for Uncertainty
  2. Build Contingency Corpus
  3. Set Financial Goals
  4. Create Portfolio
  5. Portfolio review

7 Habits of Successful Investor

  1. Hire an Expert
  2. Cover Unwanted Risk
  3. Start Early and Give Time
  4. Invest with a Goal
  5. Invest in Equity
  6. Invest Regularly
  7. Control Emotions
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Fund Manager Interviews

Testimonials