L-29, First Floor, Connaught Place New
Delhi-110001
support@wesquarewealth.com
+91-9350181741 | +91-7835017878
Welcome to
We are a team of finance professionals passionate about financial planning and dedicated to helping YOU achieve YOUR financial goals through comprehensive planning and expert advice.
Our experienced team can help you navigate even the most complex financial challenges with our deep understanding of the financial landscape.
“WE” stands for You & Us. Together we will work towards YOUR goals, and we will help YOU in shaping your dreams to reality. With our expertise and your vision, success is but a step away.
“SQUARE” stands for being fair and honest, and that’s what we are. We understand the pains of working hard to earn money; we understand dreams of buying a house, getting married, providing for family, having a comfortable retirement, growing your business and many more. And our goal is to help you achieve your dream in a fair, honest and transparent manner.
WeSquare Wealth is a financial distribution company with a team of professionals having a combined overall experience of 45+ years in the Financial Markets, with a solid perspective of both Manufacturing & Distribution side.
With our knowledge of the market, our focused approach has been designed specifically to ensure that there is Asset Allocation & Profit booking done from time to time in order to help investors achieve their financial goals, both short term and long term, with appropriate risk mitigation measures, which is one of the key parameters of investment.
At WeSquare Wealth, we have a blend of experience of both sides (of manufacturing and distribution), which gives us an in-depth understanding of the financial products and solutions in the market and helps us come up with the perfect strategy for investors, giving us an edge over other players.
At our core, we are committed to providing our clients with a holistic approach to wealth management. We offer a full range of services, including investment management, retirement planning, estate planning, tax planning, and risk management and many more. Our goal objective is to help you create a plan that aligns with your goals, and values and supports your long-term financial success.
Built on the foundation of integrity, ethics and transparency, WeSquare provides independent and unbiased services to clients with the motto of increasing financial literacy.
We have came across many families in our journey who fear discussing about their retirement plan, and simply keep their earrings in savings account/FD/small Insurance/ Gold etc., although they are aware that it’s not sufficient considering the upward trend in the cost of living.
At WeSquare, our aim is to make your Money work as hard as you do to earn it. A well informed investment strategy with the help of professionals can help multiply your savings manifold. Even one small step of disciplines savings can do wonders. For example: a Monthly investment of Rs.1000 for 35 years (total Rs.4.20 Lacs) can make you earn close to one crore, and that too legally!
Wealth/Money/ Finance Management is a business of Trust, and we will always be your Solution Manager/ Problem Solver for all your financial problems/ hurdles.
Financial preferences vary from person to person, and we will work closely with YOU to understand YOUR unique needs and develop customized solutions.
Our
Our vision is to increase financial literacy in the country and do out bit to ensure that people make informed decisions about what to do with their savings. With this in mind, we have set the following goals for ourselves: