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Why Choose Us ?

Bwealthy financial solutions brings intelligence, technology and a human touch to finance, insurance, mutual funds and other wealth solutions. We strive to be one step ahead of our peers to give you the advantage over others.

Our core values:

  1. We are client focussed:

    We act with integrity and put our clients first. We create unique and customised financial plans for our clients so that they can take informed decisions for future.

  2. We value diversity:

    India being a country with diverse culture, religions; we respect each other, value diversity and work as a team to meet our goal. We value our staff and promote their development.

  3. We Partner:

    We partner with a variety of companies and agents to provide a bouquet of best products and services to our clients.

  4. We strive for excellence:

    We take that extra effort to look beyond and keep our clients one step ahead. We adopt new technologies; provide access to innovative catalysts for continuous improvement by being flexible and adapting to change to reach new levels of customer service.

Count on us, Count more with us

Our Services

  • Company Profile
  • Mission & Vission
  • Why Choose Us ?

Bwealthy financial solutions functions with a mission to help people create wealth in the right way and to foster the habit of saving and financial thinking. The company was started by a group of doctors to help their colleagues learn and understand finances and to help them with their investments.View More


Services
  • Financial Planning
  • Wealth Management
  • Insurance Planning
  • Tax Planning
  • Estate Planning
Product
  • Mutual Fund
  • Life Insurance
  • Health Insurance
  • General Insurance
  • Fixed Income Product
Goal based Planning
  • Child Education
  • Child Wedding
  • Dream House
  • Dream Car
  • Dream Vacation
  • Family Protection
  • Retirement Planning
  • Custom Goal
Contact Us
  • Address: Bwealthy financial solutions, Karimankulam (H) , pallikachira P.O, Thuruthicadu, Paippad, Changanaserry, kerala -686537
  • Email: support@bwealthysolutions.com
  • Mobile: +91-889-333-4444
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Bwealthy financial solutions. Design & Developed by Optimum Financial Solutions Pvt Ltd.