About us

We started Abound Wealth because we believe that financial literacy is an essential part of everyone's life. We want people to know how to manage their finances in the most optimal way, so they can achieve whatever they want and be comfortable with handling money.

our mission

At Abound Wealth, our mission is to provide you with the tools you need to manage your finances in the most optimal way possible.

We believe that everyone should have a balanced financial plan and be able to execute it. We will help you achieve this goal by guiding you in having a good financial plan and assisting you in implementing that plan. When necessary, we will reevaluate your plan and make adjustments as needed.

Our plans are designed specifically for individuals who are looking for a way to get the most out of their investments while also making sure they stay on track with their goals.

We follow 6 steps process as recommended by Financial Planning Standards Board India (FPSB)

Step 01

Establish and define relationship with the client.

Step 02

Collect the clients information (Qualitative and Quantitative)

Step 03

Analyze and assess the client’s financial status

Step 04

Develop the financial planning recommendations and present them to the client

Step 05

Implement the financial planning recommendations

Step 06

Review the client’s situation