Welcome to our website insurewala.com, your number one source for
all things of more than 100 financial product, We're dedicated to giving
you the best of holistic approach to your financial planning, with a
focus on three characteristics, ie: dependability, customer service and
uniqueness.
Founded in year 2000 by Samir Gupta founder director has come a long
way from its beginnings in a Kolkata India. Now we have 2000 plus
satisfied client and we are managing more than Rs 400 Cro asset under
our management.
Vision:
We don’t believe market timing and beating the market works over the
long haul, so our investment strategy includes strategic asset allocation
to build a portfolio tailored to your needs, goals and dreams. We will
take you through different investment scenarios with different risktolerances to help you make the best decisions that are right for you.
Most of our investments include mutual funds, bonds and exchange-traded funds, and less so of individual stocks. We won’t rashly react to
the market, and we will work alongside you to help keep your focus on
the long-term, bigger picture also
Mission
Our sole purpose is to help our clients to meet their financial goal in an
efficient and effective way; to preserve their capital and pursue riskadjusted returns consistent with their financial objectives; and, most
importantly, help provide them with financial freedom.
We hope you will enjoy our products as much as we enjoy offering
them to you.
If you have any questions or comments, please don't
hesitate to contact us.
Sincerely,
Samir Gupta, Founder director
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