About the practice
A Sakchi office for decisions that last years.
NextGen Wealth and Risk Management has spent fifteen years on insurance and mutual funds. The advisor clients meet is Vishal Trehan, a certified financial planner. The work is local: renewals, family health cover, term plans, and monthly investments for people who live here.
What this office is for
Help people in Jamshedpur understand the insurance and investments in front of them, then decide. The product comes after the goal, the time horizon and the amount they can set aside.
What a meeting is for
You leave with a number in rupees, the name of the product, and a clear list of what it does not do. If a mutual fund can fall in value, we say so. If a term plan pays nothing when you survive the term, we say so.
Existing clients can use the same number for a renewal, a claim checklist, or a change in SIP amount.
Where to find us
Ajaib Niwas, 1st Floor, New Kalimati Road, Sakchi, Jamshedpur 831001.