STRATEGIC CAPITAL SOLUTIONS
Welcome To Financialwealthy
SecureVest bridges the gap Welcome to financialwealthy, where your financial well-being is our top priority. Founded in 2013 by Harsh Mehta, our firm is dedicated to providing exceptional financial services that are tailored to meet your unique needs and goals. With a steadfast commitment to integrity and honesty, we ensure that every decision and recommendation is made with your best interests at heart.
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Our
Financial Advisory
Effective Services
Financial Wealthy specializes in comprehensive financial advisory services. We design goal-based wealth strategies for ambitious business owners.
Mutual Fund
Invest smartly with our range of mutual funds. Options include equity and balanced funds for growth and capital appreciation, managed by experienced professionals.
Life Insurance
Secure your future with our customizable life insurance options. From term insurance for protection to endowment plans for savings and investment.
Health Insurance
Prioritize your well-being with our health insurance offerings. Choose from individual plans or family floater policies covering medical expenses and offering no-claim bonuses.
Portfolio Management Service
Entrust your investments to our skilled portfolio managers. Our service ensures your assets are diversified and managed to achieve steady growth and risk mitigation.
Fixed Deposits
Choose stability and growth with our Fixed Deposit offerings. Enjoy competitive interest rates, flexible tenure choices, and the security of guaranteed returns, tailored for prudent investors.
Retirement Planning
Plan your retirement with confidence. Our solutions include pension plans and annuities, providing financial security and peace of mind during your golden years.
About Our Company
Your Trusted Financial Growth Enabler
At Financial Wealthy, we believe that financial success is built through disciplined, informed decision-making and a long-term approach. We are committed to helping individuals, families, professionals, business owners, corporates, HNIs, Ultra HNIs, and NRIs make well-informed financial decisions aligned with their unique life goals.
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YEARS EXPERIENCE
WEALTHY
CALCULATORS
Precision Tools for Your Financial Roadmap
Calculate exact wealth requirements for your life goals. Use our interactive SIP, Lumpsum, Education, Retirement, Wedding, and Vacation goal planning calculators.
Estimated Future Wealth
₹23.23 Lakh
Total Invested
₹12.00 Lakh
Estimated Returns (Wealth Gain)
₹11.23 Lakh
Future Lumpsum Value
₹3.11 Lakh
Initial Lumpsum Invested
₹1.00 Lakh
Estimated Wealth Gain
₹2.11 Lakh
Required Monthly SIP
₹12,450
Future Cost of Higher Education
₹40.78 Lakh
Future Value of Existing Investment
₹0
Required Monthly SIP Today
₹19,650
Total Retirement Corpus Needed
₹6.88 Cr
Future Value of Existing Investment
₹0
Monthly Expenses at Retirement
₹2.87 Lakh
Required Monthly SIP
₹18,250
Future Estimated Marriage Cost
₹24.08 Lakh
Future Value of Existing Investment
₹0
Required Monthly SIP
₹8,720
Future Estimated Vacation Trip Cost
₹2.25 Lakh
Future Value of Existing Investment
₹0
CLIENT
REVIEWS
What Our Clients Say
About Us
Discover how we help individuals, professionals, and families achieve financial peace of mind through disciplined, tailored planning.
Pratibha T.
Investor
Financialwealthy is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions.
Mohan Singh
Investor
This Company is helping in identifying financial goals and preparing investment plans according to them. Their personalized advice and always ready-to-help approach is very helpful for me to intake financial decisions.
FINANCIAL AWARENESS & EDUCATION
Must-Watch Financial
Awareness Videos
Watch curated financial literacy films, compounding awareness guides, and short investment tips to make well-informed wealth decisions.
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