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Aayushi Wealth Creation, Shirpur
तुमचा विश्वास - आमची जबाबदारी
About Business
AAYUSHI WEALTH CREATION, SHIRPUR is a financial services and investment guidance platform established in July 2021, helping individuals and families understand and plan for their financial goals, wealth creation, and financial protection.
We believe that financial planning is not simply about investing money. It is about creating a structured plan for important life goals such as children’s education, family protection, retirement, wealth creation, and financial independence.
Our approach is to understand each client’s needs, financial objectives, investment horizon, and risk capacity, and then provide guidance on suitable financial solutions.
Why Choose Aayushi Wealth Creation?
– Serving Clients Since July 2021
– Personalized Financial Guidance
– Mutual Fund Investment Support
– Wealth Creation Planning
– Financial Protection Solutions
– Insurance Planning Guidance
– Goal-Based Financial Approach
– Focus on Long-Term Financial Goals
– Transparent & Customer-Centric Service
Vision
प्रत्येक कुटुंबाला आर्थिक साक्षरतेपासून आर्थिक स्वातंत्र्यापर्यंतची वाटचाल घडवून आणणे.”
Mission
“पैशांची केवळ गुंतवणूक नाही, तर प्रत्येक रुपयाला एक उद्दिष्ट देणे, आर्थिक निर्णयांमध्ये स्पष्टता, गुंतवणुकीत शिस्त आणि भविष्यासाठी आर्थिक स्वातंत्र्य.”
Business Portfolio
Top Clients
📊 आमचा विश्वासाचा प्रवास
500+ गुंतवणूकदारांचा विश्वास
₹ 10+ कोटींची गुंतवणूक
10+ वर्षांचा विश्वासपूर्ण प्रवास
> “500+ कुटुंबांच्या आर्थिक स्वप्नांच्या प्रवासात विश्वासाने सोबत…”
500+ गुंतवणूकदारांचा विश्वास
₹ 10+ कोटींची गुंतवणूक
10+ वर्षांचा विश्वासपूर्ण प्रवास
> “500+ कुटुंबांच्या आर्थिक स्वप्नांच्या प्रवासात विश्वासाने सोबत…”
Company Information
Establishment Year
जुलै 2021
Owner / Managing Director / Managing Partner
Mrs. MEGHA KAILAS KOLI
No of Employees
2
Products or Services
Products or Services
Mutual Fund Investments
Guidance for investors looking to build long-term wealth through mutual funds, including:
SIP Investments
Lump Sum Investments
Long-Term Wealth Creation
Goal-Based Investment Planning
Mutual Fund Selection Guidance
Term Insurance
Guidance on term insurance solutions designed to help protect your family's financial future and provide financial security against income-related risks.
Health Insurance
Health insurance planning to help reduce the potential financial impact of medical expenses on your savings and investments.
Guaranteed Income Solutions
Guidance on available financial solutions designed to provide regular future income and support long-term financial stability.
Loan Against Securities (LAS)
Guidance regarding eligible loan options against qualifying mutual funds and securities, allowing investors to explore funding requirements without necessarily selling their investments.
Guidance for investors looking to build long-term wealth through mutual funds, including:
SIP Investments
Lump Sum Investments
Long-Term Wealth Creation
Goal-Based Investment Planning
Mutual Fund Selection Guidance
Term Insurance
Guidance on term insurance solutions designed to help protect your family's financial future and provide financial security against income-related risks.
Health Insurance
Health insurance planning to help reduce the potential financial impact of medical expenses on your savings and investments.
Guaranteed Income Solutions
Guidance on available financial solutions designed to provide regular future income and support long-term financial stability.
Loan Against Securities (LAS)
Guidance regarding eligible loan options against qualifying mutual funds and securities, allowing investors to explore funding requirements without necessarily selling their investments.
Looking for:
Retail customer
Contact
Contact Person
KAILAS KOLI
Phone
Phone 2
Address
VARZADI ROAD SHIRPUR
Pin Code
425405
Working Hours
10 AM TO 8 PM
Email
Website
Location
VARZADI ROAD SHIRPUR
Review
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BAPU WADILE
आयुषी वेल्थ क्रिएशनकडून मिळालेली सेवा अतिशय उत्कृष्ट आहे!
आर्थिक नियोजन, म्युच्युअल फंड गुंतवणूक आणि योग्य मार्गदर्शन याबाबत अतिशय सोप्या भाषेत व विश्वासार्ह सल्ला मिळतो. प्रत्येक ग्राहकाच्या गरजा समजून घेऊन योग्य पर्याय सुचवले जातात.
वेळोवेळी मिळणारा संपर्क, उत्तम सेवा आणि दीर्घकालीन आर्थिक उद्दिष्टांसाठी मिळणारे मार्गदर्शन खरोखरच कौतुकास्पद आहे.
आपल्या आर्थिक भविष्यासाठी विश्वासार्ह मार्गदर्शन हवे असेल तर आयुषी वेल्थ क्रिएशन हा निश्चितच उत्तम पर्याय आहे!
धन्यवाद आयुषी वेल्थ क्रिएशन! 🙏✨