Whether it is planning for your child’s education, securing your retirement, creating a wealth corpus, or protecting your family, our solutions are designed to be personalized, transparent, and goal-oriented.
We combine financial expertise, innovative tools, and personalized advisory to help you turn aspirations into achievable milestones.
Protecting, Creating, and Transferring wealth for lasting prosperity
Why Us?
Choosing us means choosing clarity, trust, and long-term growth.
Personalized Approach
Every plan is tailor-made to your goals, lifestyle, and risk appetite.
Holistic Wealth Solutions
From savings, investments, and insurance to financial planning, everything under one roof.
Transparency & Trust
No jargon, no hidden clauses — only simple, clear guidance.
Expert Guidance
Experienced financial planners who focus on creating sustainable wealth.
Continuous Support
We walk with you at every stage of your wealth journey.
Client Services
Goal-Based Planning – Structured plans for education, retirement, wealth creation, tax efficiency, and more.
Portfolio Review & Optimization – Regular tracking and fine-tuning of your investments to ensure consistent growth.
Digital Support – Easy access to reports, updates, and communication through modern tools and apps.
Dedicated Support Team – Prompt assistance for queries, claims, and policy servicing.
Financial Literacy Programs – Workshops and awareness sessions to help clients understand and manage money
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting from mutual funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Leaders
The Management Team
Visionary behind One Billion Wealth, with 7+ years of experience with one of India's largest B2B Mutual Fund & Insurance Distribution Organisation, where he was managing 75+ MFDs. His expertise lies in simplifying complex financial concepts and creating clear, practical, and goal-based financial roadmaps for clients. Sushant strongly believes that wealth is not just about money — it’s about freedom, security, and the ability to turn dreams into reality. His client-first approach, combined with a passion for financial literacy, has helped many families to take confident steps towards building and preserving their wealth.