W4wealthplus

Wealth Simplified. Wellbeing Amplified.

About Us

Earning more is only the first step—have you unlocked the expertise to manage your finances for lasting empowerment? If not, we’re here to help you pave the way to financial growth, where your money works as hard as you do. Let’s create a sustainable and secure future, while bringing confidence and peace to your present.

We aim to empower individuals with the knowledge and tools to confidently manage their finances, achieving financial independence and security for themselves and their families.

How Can You Get Hold of your

Personal Finance

It's a simple process that get's you set on an auto track.
Leaving you more confident about your money.

How Can We Help

Take control of your financial future today!

Money Made Simple

A one-time, in-depth session to understand your financial situation, taxes, goals, and risk appetite. Walk away with a customized plan to get on auto-pilot, connecting later only when needed.

Wealth 360

Regular check-ins to review your progress, make adjustments, and stay aligned with your goals—a tailored approach to wealth creation.

No Strings Attached

A single session to address your specific questions and empower you with the clarity you need.

Why Should You Choose Us?

1 Help you with ideation

We guide you in turning ideas into practical, impactful solutions tailored to your goals.

2 Trusted thought partner

Rely on our expertise and insights to navigate your financial journey with confidence.

3 Confidentiality

Your trust is our priority, ensuring absolute discretion and privacy at every step.

4 Overall plan for the family

We craft holistic strategies to safeguard and grow your family’s financial future.

5 Empower you to DIY

Gain the knowledge and tools to confidently manage your finances independently.

Get in Touch

Book your FREE one-time consultation today!

Discover how a customized plan can kickstart your wealth creation journey
and guide you towards financial independence.

Our Valued Clients

I have been using their services for over four years for taxation and investment services, and my experience has been excellent. They have significantly contributed to my financial growth, helping my investments thrive while empowering me with the knowledge to make informed decisions. They conduct thorough portfolio evaluations and provide personalized advice based on my growth aspirations. I only wish I had discovered their services earlier in my career. I highly recommend W4WealthPlus to anyone looking to enhance their financial well-being.
Rohit Vashishth, 40
VP Sales
Even though I was saving money regularly, it was done in a very haphazard manner, and I wasn't confident about my ability to achieve my financial goals. The sessions with W4WealthPlus really helped me understand my portfolio in greater detail and clarified all my queries in a way that was very easy to process. Additionally, the effort they put into analyzing my portfolio and restructuring it is truly commendable. My favorite aspect of the sessions was that they made me feel very empowered and in control of my finances—something I hadn't experienced before.
Meenaakshi Nair, 31
IT Consultant
Anjali is excellent at her work and goes the extra mile to instil confidence in her clients. I am from Australia, and she captured my interest by explaining how many women, even in today's era, remain unfamiliar with managing their finances for saving and investing. I am one of those women who often feel anxious about managing finances. She is methodical in her approach and explains things very patiently. Anjali genuinely cares about her clients' interests and is passionate about their welfare. I have complete confidence in her abilities and the investments I will make under her guidance.
Vinity Gill, 50
Psychologist
I had an excellent experience with W4WealthPlus and Anjali. The processes in place are seamless, highly informative, and thoughtfully structured. The meticulously crafted investment strategies, tailored to my risk profile and long-term financial goals, reflect the dedication and expertise Anjali brings to her work. The entire experience provided me with greater control over my finances, the confidence to make informed decisions for growth, and the peace of mind that comes with proactive financial management. Highly recommended for anyone looking to start or streamline their personal finance journey!
Anshul Verma, 25
Software Engineer
I have had a great experience with them. I was assisted by Anjali, who helped me understand the common mistakes in my financial investments. She also guided me in narrowing down the best path for future investments to grow my portfolio. I highly appreciate her taking my goals into consideration while designing the best plan of action. She even answered all my silly questions. In fact, I have shifted my ITR filing services to her. I have stopped making major investments without her permission now, but of course, that is my personal choice. I trust her.
Yashaswi Srivastava, 27
Lawyer
I had reached out to Anjali initially to file my taxes and plan my investments. I wanted to invest but wasn't sure where and how to start. While she explained and updated me on the current taxation laws, she also explained the various types of investment options available. Based on the goals I have for myself, she was able to plan the amount and method of investment for me. Based on her advice, I am following and implementing the plan, and now I can see that I am actually able to save and grow my money.
Radhana Raheja, 31
Textile Conservator & Researcher

Best investment returns based on risk appetite

Investing is about balancing potential returns with your comfort level for risk. This section helps you identify investment options tailored to your financial goals and risk tolerance. Whether you prefer stable returns or are willing to take higher risks for greater rewards, we guide you to make informed decisions.

Work towards your/ family Goals

From buying your dream home to funding education or a vacation, goal planning helps you define and prioritize financial milestones. Discover tools and strategies to break down your aspirations into achievable steps and stay on track.

Manage liquidity

Liquidity is about ensuring you have access to cash or assets that can quickly be converted into cash when needed. Learn strategies to maintain financial flexibility, handle emergencies, and fund short-term needs without compromising long-term goals.

Insurance

Protect what matters most. This section covers different types of insurance, such as life, health, and asset insurance, ensuring you and your loved ones are financially secure in the face of unforeseen circumstances.

Retirement planning

Retirement is the time to enjoy the fruits of your labor. Plan for a financially independent future by learning how to calculate your retirement needs, build a sustainable income, and safeguard your golden years.