Yugvaidya Wealth - Financial Advisory

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Yugvaidya Wealth Advisory

Comprehensive financial planning services including mutual funds, insurance, and stock market advisory

🛡️ CIA Certified

📈 NJ Partner

💰 Expert Advisor

Our Services

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Mutual Funds

Expert guidance on SIP and lump sum investments for wealth creation

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Insurance

Life and general insurance solutions tailored for your needs

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Stock Advisory

Data-driven stock market insights and recommendations

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Mutual Fund Advisory

SIP Calculator

Monthly Investment: ₹5000

Investment Period: 10 years

Expected Return: 12% p.a.

Total Investment

₹6,00,000

Expected Returns

₹5,16,000

Maturity Value

₹11,16,000

Why Invest in Mutual Funds?

✅ Professional fund management
✅ Diversification across assets
✅ High liquidity
✅ Tax benefits under Section 80C
✅ Goal-based investing

Our Services

✅ Portfolio analysis and recommendations
✅ SIP and lump sum planning
✅ Fund selection based on risk profile
✅ Regular portfolio review
✅ Goal-based financial planning

Insurance Services

Life Insurance

✅ Term Insurance Plans
✅ Endowment Plans
✅ ULIP (Unit Linked Insurance Plans)
✅ Child Education Plans
✅ Pension Plans
✅ Whole Life Insurance

General Insurance

✅ Health Insurance (Individual & Family)
✅ Motor Insurance (Car & Bike)
✅ Home Insurance
✅ Travel Insurance
✅ Personal Accident Insurance
✅ Critical Illness Insurance

Stock Market Advisory

Our Approach

Combining fundamental analysis with data science to provide informed investment recommendations.

Fundamental Analysis

Deep dive into company financials

Technical Analysis

Chart patterns and trends

Risk Management

Portfolio diversification

About Our Advisory

Credentials

✅ Certified Insurance Advisor (CIA)
✅ NJ India Invest Partner (since 2019)
✅ NJ Insurance Brokers Associate
✅ Expertise in Financial Planning

Contact

📧 Email: drntiwari81@gmail.com

📱 Phone: +91 9993787275

📍 Location: Satna, Madhya Pradesh

🏢 Partner: NJ India Invest Pvt Ltd