Faq

As the fastest-growing wealth management companies in Pune, our objective is to fulfil the financial aspirations of our clients through a calculated investment. Be it any goal, marriage, buying a house, foreign trip, retirement benefit - we make your dream come true by investing your money in diverse investment platforms. A private wealth manager puts in place the best financial planning, investment options, management, and tax consultation.

Private Banking does not always engage in investment planning. To some extent, private bank staff can provide investment options, but not every bank will get involved in the process of investing assets for their clients. 

Wealth management is a set of bundled strategies, that helps the working class and HNI's to meet their financial goals. Wealth management is a broad term that encompasses investments, real estate planning, asset management, tax planning and more.

It is a detailed analysis of your finances. The objective is to create a calculative and practical roadmap for your future. Based on your income, assets, liabilities, current & future financial needs, Goldenbulls designs a comprehensive financial plan to secure your financial well-being.

An Asset Class is a collection of securities that have comparable traits and goes through similar kinds of market fluctuations. In the most common terms, the asset class is mainly of three different types:

• Equities
• Fixed Income
• Money Market Instrument

• Shares (also known as equities)
• Bonds (also known as fixed-interest stocks). These are a form of IOU issued by governments and companies when they want to borrow money from investors.
• Property
• Commodities

Best-suited for high-net-worth investors, we create a portfolio that is strong enough to endure the market volatility and diverse enough to give returns. Goldenbulls is one of the biggest portfolio management service providers in Pune serving the elite clientele. Our expert team offers professional management solutions with an aim to maximize your wealth. Click here to know more about our Portfolio Management Services in detail.

In collaboration with our financial partners, we cover the widest range of tailor-made investment solutions that are aimed specifically to give you financial independence when you need it the most. From Financial Planning, Goal-driven investment solutions, Insurance products, Portfolio Management Services, Equity & F&O trading, Real estate & buying and selling of authentic & world-class artworks and more. Call us to know more about our services in detail with our expert wealth management professionals.

Life insurance plans that are designed to meet diverse objectives and that's why we are partnered with the top life insurance companies that fulfil your need. Learn more about Term Insurance, NRI Insurance plans, Life Cover, Single Premium, Money back policies, Pensions plans, Endowment and much more. Connect to our financial experts today and explore the widest-range of insurance plans offered by Goldenbulls.

Yes, we can! We have designed a hassle-free online as well as offline process to open your Demat Account. Not only that, you get attractive offers and packages if you open a Demat account with Goldenbulls. Post account opening, we also guide you to start your first trading or in exploring the different investment options. Call us today to open your Demat account with Goldenbulls Wealth Management Pvt. Ltd.