NRI Services
For INR Investments
At WealthPlanning 360, we understand that distance should never be a barrier to building and managing your wealth in India.
Our dedicated NRI services are designed to provide seamless access to a wide range of investment opportunities — including mutual funds, equities, and exclusive PMS strategies.
With expert guidance, trusted partners, and a commitment to your long-term goals, we ensure that your financial journey in India is both secure and rewarding.
Because no matter where life takes you, your investments should always feel close to home.
At WealthPlanning 360, we believe that when it comes to building your future, you deserve choices that truly fit your dreams.
That’s why we bring you access to the full spectrum of mutual fund schemes offered by nearly every leading Asset Management Company (AMC) in India.
Whether you prefer the classic comfort of physical investments or the speed and flexibility of demat and trading account services, we’ve got you covered — seamlessly and securely.
Here’s a glimpse of what you can explore with us:
a) Equity Funds – For those ready to ride the growth wave
b) Balanced Funds – Perfect for finding the sweet spot between risk and return
c) Debt Funds – A safer path to steady wealth building
Your investment journey, your way — made simple, made smarter, made with heart.
Let’s grow your wealth, 360 degrees around your goals.
NRI Services
Mutual Funds
NRI Services
Equity and ETFs
At WealthPlanning 360, we make stock market investing simple, smart, and suited to you.
Whether you want to own a piece of your favorite company or spread your investments across a whole basket of opportunities, we’ve got just the right options to get you started.
Here’s how you can step into the world of equities with us:
a) Direct Equity – Invest in individual companies you believe in and be part of their growth story.
b) Equity ETFs – Prefer ready-made diversification? Equity ETFs bundle 37multiple stocks into one simple investment.
c) Index ETFs – Track the performance of popular market indices like the Nifty or Sensex, effortlessly.
d) Commodity ETFs – Dip into assets like gold or other commodities without the hassle of physical ownership.
At WealthPlanning 360, investing isn’t just about buying and selling — it’s about building your dreams with confidence.
Ready to take your first step? Let’s make it happen, together.
INR Services
Portfolio Management
At WealthPlanning 360, we don’t believe in one-size-fits-all wealth creation. That’s why we bring you carefully curated Portfolio Management Services (PMS) that blend the power of direct equities and mutual funds — all from some of the most trusted names in India’s investment landscape.
What makes our offerings unique?
Our PMS strategies are exclusive, thoughtfully designed, and available only through us — tailored to fit your financial personality and goals.
Choose the strategy that resonates with your journey:
1. Aggressive – For the bold investor chasing high growth
2. Defensive – For the careful planner seeking stability with consistency
3. Hybrid – For the balanced mind who wants the best of both worlds
With WealthPlanning 360, you’re not just investing — you’re strategizing for the life you want to live.
Let’s create that future, together.
Other Services
Backed by industry experience, we provide tailored insurance solutions that safeguard your future. Trust us to protect what matters most.
Life Insurance
General Insurance
Investments
Financial Planning
Private Clients
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We’re here to help
Need help with a project, have a question about our work? We’re here.
Take control of your financial future with expert advice and tailored services. Let us help you build wealth and secure your dreams.
VIKRAM DHAWAN
Founder & CEO
