Financial Planning support
We believe that “Financial Planning is not a luxury —it’s a necessity.”
“Financial Planning Support is part of our distribution service. We help you stay disciplined and focused on your goals while providing continuous assistance throughout your wealth creation journey.”
Get in Touch
About Us
Bartwal Investments, established in 2004, is a trusted and client-focused financial services firm dedicated to empowering individuals, families, and businesses to make informed financial decisions. With over two decades of experience, we have built a strong foundation on trust, knowledge, and integrity —offering comprehensive financial solutions tailored to the unique needs of each client. Our core mission is not only to assist our clients in wealth creation and protection but also to educate and inspire financial awareness among the masses.
What We do
Services
#1
Our Role as Mutual Fund Distributor
At Bartwal Investments, we are registered with AMFI as a Mutual Fund Distributor (MFD). Our primary role is to help clients invest in mutual fund schemes that suit their needs and financial goals.
As a distributor:
- We facilitate execution and distribution of mutual fund products.
- We do not charge any consultancy or advisory fee from our clients.
- We focus on educating our clients about available products, their features, risk profiles, and suitability based on their goals.
- We provide transaction support, portfolio tracking, and after-sales service to ensure our clients stay on course with their investments.
At Bartwal Investments, our aim is to simplify investing, promote financial discipline, and provide continuous support throughout your wealth creation journey.
#2
Financial Planning support
At Bartwal Investments, we believe that investing is not just about choosing a product, it’s about achieving your life goals with discipline and the right strategy. That’s why we provide financial planning support to all our clients.
What We Do:
- We help you identify your short-term and long-term financial goals such as retirement, children’s education, home purchase, or wealth creation.
- We create a goal-based investment plan, showing how much you need to save and invest regularly to achieve these objectives.
- We guide you on the suitable type of mutual funds (equity, debt, hybrid, etc.) that match your risk profile and investment horizon.
- We provide portfolio reviews and tracking support, so you stay on course with your plan.
#3
Retirement Planning Support
Retirement is not the end of earning — it is the beginning of living life on your own terms. At Bartwal Investments, we understand that a comfortable retirement requires careful and disciplined planning. That’s why we provide retirement planning support to help you secure your future.
How We Help:
- We assess your current savings, income, and lifestyle needs to understand how much you will require after retirement.
- We create a goal-based plan that considers inflation, healthcare costs, and your desired lifestyle.
- We guide you on systematic investment strategies using suitable mutual funds (equity, debt, hybrid) to build a retirement corpus.
- We assist in creating a steady income plan for your post-retirement years, so that your savings continue to work for you.
- We review your plan regularly to ensure you remain on track even if life situations change.
“Retirement Planning Support at Bartwal Investments is about ensuring peace of mind, financial independence, and a secure future for you and your loved ones.”
#4
Tax Planning support
At Bartwal Investments, we believe tax planning is not just about saving tax for the current year — it is about creating long-term wealth while optimizing your tax liability. With smart investment choices, you can save today and build a stronger tomorrow.
How We Help:
- We help you understand the available tax-saving options under the Income Tax Act (such as Section 80C, 80D, and others).
- We guide you on tax-efficient investment products, including ELSS (Equity Linked Savings Schemes), health insurance, and other eligible options.
- We assist in creating a balanced plan that not only reduces your tax burden but also aligns with your long-term financial goals.
We provide guidance on managing capital gains tax effectively:
- Using the right holding period strategy to benefit from lower long-term capital gains (LTCG) tax.
- Rebalancing and systematic withdrawal planning to minimize short-term capital gains (STCG).
- Exploring set-off of capital losses against gains where applicable.
- We also educate clients on the efficient use of dividend options, where appropriate, to optimize tax liability and reduce the impact of LTCG.
Simplifying Investments, Securing Futures
Why Choose Us
Proven Experience
With over 20 years in financial services, we bring unmatched expertise and reliability.
Goal Based planning
We simplify investing by aligning every plan with your life goals — whether it’s retirement, children’s education, tax planning, or wealth creation.
Complete Support
From product selection to portfolio tracking, we provide end-to-end assistance, ensuring you stay on track throughout your financial journey.
