Wealth&beyond

Wealth & Beyond specializes in Financial Planning & Tax Management where we follow a goal-based approach to achieve your financial targets, keeping in mind your risk appetite. Our aim is explained in our vision: ‘Wealth & Beyond’ is an attempt to provide a window to the seemingly simple, yet complex, financial and tax planning domain and to look at radical new ways of creating wealth, by applying our expertise to these areas. Jyotika Nalavade, the founder of “Wealth & Beyond” is a qualified Chartered Accountant. She possesses a rich finance and tax background and experience in investment & tax consulting. She has been instrumental in providing wealth creation and tax planning solutions to more than 175 clients till date. Her emphasis is on educating her clients on how to plan wisely with a focus on asset creation and preservation. She strongly believes that quality financial & tax planning is no longer an option but an essential necessity for everyone. Her team consists of 5 Chartered Accountants who guide the investors with simple yet effective goal-based solutions, offering unmatched convenience & customer service.