Consult with Sneha Jain

Sneha believes Managing Wealth is an Art. Her firm WealthTrust Capital Services is a new age Wealth Management firm focused on managing Financial Product Suitability of its discerning clients with care and long term focus.

  • Investment Planning

  • Wealth Management

  • Equity & Mutual Fund Investments

  • Real Estate

  • & More

About Sneha Jain

Sneha Jain

Sneha Jain runs a boutique wealth management firm - Wealthtrust capital services! After doing her masters from London school of economics and having worked with HSBC and Pramerica, she started out on her own as a passion to educate and assist her clients to acheive financial independence! She is passionate about being best in her field, to do so she abides by strong product knowledge, digital know-how, regular introspection, and is always looking out for newer ways to give the best service and the right product fit to clients.

How Does it Works

Its a Simple 3 Step Process

  • 1) Book a 1:1 consultation with Sneha Jain

  • 2) Our team with get back with the date, time & details of the call

  • 3) Have a 1:1 consultation with the expert and get answers to all your questions

Consult Now with Sneha

Flat 50% off for 1st 100 consultation. Limited Time Offer!

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FAQ

  • Why should I consult a Investment Planner?

    Consulting a certified investment planner is important because he/she is a compliance expert to effectively assess your current financial situation and goals Will help you develop a comprehensive plan that addresses your major areas of financial concern: retirement, college planning, insurance, avoiding estate tax, and more over growing your investments with minimum risk One must hire a CFP for following reasons: ✔️ Investment growth ✔️ Wealth Management ✔️ Year-end reporting ✔️ Investment Planning ✔️ Minimizing income tax ✔️ Insurance planning ✔️ Other compliances required

  • How does an online consultation work?

    Consulting a investment planner online is very simple and an effective way of getting professional advice. 1) You book an consolation with the expert 2) We schedule a call 3) Speak with the expert and get answers to all your questions

  • How do I make best use of this session?

    Keep a list of questions and relevant documents handy with you. Make sure you ask specific questions so that our expert can guide you in a precise manner.

  • What should I do if I need regular advice from an expert?

    Our team will be happy to assist you with custom packages wherein you can book multiple sessions with our experts.