"One Stop Solution for All your
Financial Needs"
Addressing the
needs of Individual investor
And planting the seed for secure future !
GOAL BASED Financial Planning
“Take charge of your financial future ”
Aligning goals to your investments makes it 300% more likely for you to meet them
Health Insurance …. Life Insurance & Critical Illness
Life is priceless, insurance is affordable
Don’t let medical emergencies ruin your Financial Peace —.
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Retirement & SECURITY
You can be young without money but you can’t be old without it
Fixed Deposit & Bonds
A fixed deposit (FD) is a financial instrument provided by banks which...
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I3 Wealth Management
I-3Wealth Management is an emerging enterprise working in the space of financial services sector with an objective to expand into Personalized Portfolio Management. The vision of the group is to build & offer structured products that offer unique solutions tailored to your specific needs. Whether you are concerned about growing your wealth through investments or maintaining a steady capital appreciation or planning for the next generation, or re-balancing your existing portfolio, we walk all the miles with you.
Who we are
About Company
The journey started with an idea of creating a platform offering Investment services which went on to become a passion for the team to offer need based investment products for our esteemed clients and help build a strong portfolio for them which should be capable enough to address all his financial needs at various stages in life. This success of ours is purely based on growth, trust and our mission statement is 3I - I Initiate I Invest I Insure I.
We cater products ranging from Mutual Funds, Bonds, Fixed Deposits from the financial domain to Life Insurance, General Insurance & Health Insurance from the risk domain. Our rich experience in financial services, combined with exceptional capabilities and strong process & system orientation, has enabled us to shape arising growth trajectory in our businesses.
Meet Our Team
Binal Bhanushali - HEAD - MIS & Financial Research
Monojit Bezboruah - Head - Products & Wealth Management
Make your hard earned money work harder for you
People says / clients
-
I3 Wealth management is my financial advisor for the last about 5 years. The team is ably led by Mr Kaushik Bhanushali. I am very satisfied with the advice given to me. I am a small level investor but that does not matter. The attention given to me does not change. I take advice from i3 on MFs, insurance (both life and non-life), etc. They have never advised me adversely and have never had any loss. The team is always in regular touch with me and is able to resolve my queries satisfactorily.
I wish I3 and the entire team the Very Best! in their new venture.
-RAJEEV SINGLA ACC -
Kaushik & his team take a holistic approach to an individual's risk appetite, goals, financial status and recommend suitable products. He has a good team of planners who are both knowledgeable and professional. They analyze every client's requirement threadbare and recommend the best options. The financial planner assigned to me explained the rationale behind his recommendations in detail, which helped me understand the efforts and thought process put in to each and every recommendation.
Whenever I have a query regarding investment, I contact i3wealth management and they always delight me with quick response and valuable advice.
- SHARAD MATHUR Businessman -
in my past 3 years interactions with them, I have found the i3 team to be an extremely knowledgeable in financial services, proactive and customer friendly. I have found their ability to understand my requirements, risk appetite, my financial profile and develop an investment portfolio strategy, very simple, seamless and professional. For a busy working professional like myself, who is always short of time, I have found the i3 team to be very dependable to keep a track of my investments and promptly advise me of any new opportunities / changes that are required. As a result I am able to focus more on my career and let the i3 experts manage my financial portfolio.
II would highly recommend i3 Wealth management
-NANJI BHANUSHALI V P Projects Capita India
Why Us?
A comprehensive evaluation of your Existing financial portfolio
Experts say without a timely review of financial plans, you are most probably bidding a goodbye to your financial goals.It is very important to know “what you own it and know why you own it ” . This is the first step in building a robust financial plan , Our team of experts analyse and evaluate your existing investments based on your Goals , risk profile and future needs to ensure that you are in the most suitable asset classes and that your chosen Assets are generating an acceptable level of return .
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UNBIASED ADVICE
Our advice is trusted, honest, and focused on what is best for you, not influenced by product sales. This means we recommend only the best-suited products, no matter how simple or complex it is, and show you ways to eliminate unwanted product from your portfolio.
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CUSTOMISED ROADMAP
A good financial plan is a road map that shows us exactly how the choices we make today will affect our future We draft a detailed financial report based on your comprehensive discussion with our Financial Planner; this serves as a critical roadmap for meeting your life’s objectives & provides absolute clarity on your investment purpose. We take time to understand your unique challenges and goals and provide solutions tailored to you. We maintain a one-to-one relationship with you and monitor the implementation and progress of the plan
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PRIORITIZING & GOAL MAPPING
Aligning goals to your investments makes it 300% more likely for you to meet them. We use a high-level technology & review platform along with our proprietary goal report, so that you’re always on track to meet your goals.
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RESEARCH & FORECASTING
The advice you get is highly professional, transparent, well researched and always in your best interest . Our in-depth expert analysis and economic research to help you make confident investing decisions.
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PORTFOLIO REVIEW
We conduct periodic reviews on your investment portfolio; weeding out laggards, optimizing your asset allocation & revisiting your life goals in the process. Reviews make a critical difference in reducing risk & return out performance of your investments.
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RISK MANAGEMENT
Protecting what is important? We understand that no two people are alike when it comes to investing. Risk assessment is the foundation upon which investment portfolios are built & provide clear insight on the investment instruments optimal for your requirements.
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We provide premium customer support and offer affiliate programs.
Read More About Let's Work Together
- LG-45, Avior, Nirmal Galaxy,
LBS Marg, Near Johnson & Jhonson,
Mulund (W), Mumbai - 400080 - 022 61277711 , 022 67703565
- i3wealthmanagement@gmail.com
About i3 Wealth Management
I-3Wealth Management is an emerging enterprise working in the space of financial services sector with an objective to expand into Personalized Portfolio Management. The vision of the group is to build & offer structured products that offer unique solutions tailored to your specific needs.
Read more