Your Partner in Wealth, Protection & Financial Growth
From investments to insurance, we deliver personalized solutions designed to secure your today and strengthen your tomorrow.
Individual Financial Solutions
Smart plans designed around your goals, lifestyle, and future. At Unnat Wealth, we understand that every individual has unique dreams and financial priorities. Whether you’re planning to create wealth, secure your family’s future, or build a retirement corpus, our individual financial solutions are designed to guide you every step of the way.
We focus on simplifying financial decisions through clear advice, trusted products, and personalized planning. Our goal is to help you balance growth, safety, and flexibility — so you can achieve financial independence with confidence.
💰 Wealth Creation Solutions
Grow your wealth systematically with expert-recommended mutual fund portfolios tailored to your risk profile and life goals.
🏦Customized Financial Planning Solutions
Your goals are unique — your financial plan should be too.
Get customized solutions designed to match your dreams and lifestyle.
Why Choose Our Individual Solutions
We don’t believe in one-size-fits-all financial planning.
At Unnat Wealth, every solution is designed to fit you — your dreams, your comfort, and your future.
✔ Personalized plans for every stage of life
✔ Transparent and unbiased financial advice
✔ Access to top investment and insurance partners
✔ Continuous monitoring and expert support
Our Business / Non-Individual Solutions
🧾 Group Health & Employee Benefits Plans
Protect your team with customized group health and life insurance coverage — because your employees are your biggest strength.
👔 Keyman Insurance
Safeguard your business against financial loss arising from the absence of a key person. Ensure continuity and stability in times of uncertainty.
🏦 Corporate Investment Planning
Maximize your organization’s idle funds through secure and high-yield investment options like mutual funds, fixed deposits, and bonds.
📈 Group Gratuity & Superannuation Plans
Build long-term employee trust with structured savings and retirement benefits that strengthen loyalty and reduce attrition.
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📊 Corporate Tax-Saving & Financial Advisory
Smart tax planning strategies and investment advice to help businesses reduce liabilities and improve overall profitability.
What Customers Think About Us?
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“Unnat Wealth helped me plan my investments and insurance with complete clarity. Their advice is honest, professional, and easy to understand. I finally feel confident about my financial future.”
“I’ve been associated with Unnat Wealth for over 3 years, and their team has always been proactive and transparent. They truly care about clients, not just commissions.”
“Their personalized approach made all the difference. Unnat Wealth helped me start SIPs, secure my health cover, and even plan my child’s education — all in one place.”
“Professional, reliable, and genuinely helpful — Unnat Wealth gives practical advice that works. I recommend them to anyone looking for long-term financial guidance.”
