WELCOME TO PENTA WEALTH MANAGEMENT

Penta Wealth Management is set up on five values. Customer focused culture, Integrity, Cmmitment towards excellence, Passion for value creation, Team work etc. Penta wealth Management is set up by a group of professionals carrying varied experience to provide a best..

FINANCIAL PLANNING FOR LIFE STAGES

  • Child Education
  • Child Wedding
  • Family Protection
  • Retirement Planning

OUR SERVICES

Financial planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a

Insurance planning

We work with you to identify your risks and implement a cost-effective risk management program that has been developed with your

Tax planning

We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to

Retirement planning

Retirement Planning involves organizing your assets and savings into plan that will meet your goals for retirement. Taking into

Estate planning

Create a legacy that provides for your family, supports the causes and charities you care about, and maintains your values and

Wealth Management

Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial

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