Secure Your Financial Future Today
Services
Comprehensive financial solutions tailored to your goals and risk appetite
Mutual Funds
Diversified investment portfolios managed by experts for optimal returns
- • Equity & Debt funds
- • SIP & Lump sum
- • Tax saving ELSS
Life Insurance
Comprehensive protection for your family's financial security
- • Term & Whole life
- • ULIP plans
- • Child education plans
Health Insurance
Quality healthcare coverage without financial burden
- • Family floater plans
- • Critical illness cover
- • Senior citizen plans
Tax Planning
Strategic tax optimization within legal framework
- • 80C investments
- • Tax filing assistance
- • NPS & ELSS guidance
Retirement Planning
Build corpus for comfortable and independent retirement
- • NPS & PPF
- • Annuity plans
- • SWP strategies
FD & Bonds
Stable returns with capital protection instruments
- • Corporate FDs
- • Government bonds
- • Tax-free bonds
Testimonials
Trusted by thousands of satisfied clients
Rajesh Sharma
IT Professional
"WealthBridge helped me achieve 15% annual returns on my mutual fund portfolio. Professional guidance at its best!"
Priya Mehta
Business Owner
"Their retirement planning saved me 2.5 lakhs in taxes last year. Highly recommend their services!"
Amit Kumar
Doctor
"Excellent health insurance advice tailored to my family's needs. Claims process was smooth and hassle-free."
Sunita Nair
Teacher
"Systematic investment plans suggested by WealthBridge have grown my savings by 200% in 5 years."
Vikram Patel
Engineer
"Comprehensive financial planning helped me buy my dream home 3 years ahead of schedule!"
Neha Gupta
Marketing Manager
"Transparent advice and regular portfolio reviews. Feel confident about my financial future."
Products
Curated investment products for every financial goal
Equity Mutual Funds
High growth potential for long-term wealth creation
Term Life Insurance
Comprehensive protection at affordable premiums
Family Health Plan
Complete medical coverage for entire family
ELSS Tax Saver
Save tax up to ₹46,800 under Section 80C
NPS Account
Additional ₹50,000 tax benefit for retirement
Corporate FD
Higher returns than bank FDs with safety
About Us
Straight Arrow Fiserv is a SEBI-registered investment advisory firm with over 15 years of experience in financial planning and wealth management.
AMFI Registered
Mutual Fund Distributor with valid ARN
IRDAI Licensed
Insurance advisor with comprehensive knowledge
300+ Clients
Trusted by individuals and businesses across India
Our Mission
To empower every Indian with professional financial guidance, making wealth creation accessible and stress-free through ethical advisory services.
Contact
Get expert financial advice today
Send us a message
Phone
+91 9765772229
sandipvpatil83@gmail.com
Locations
Aurangabad | Pune | Nashik | Dhule | Jalgoan
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