Put a plan in place,
Secure your present
& the future.

Yes, we are professionally certified to conduct our business by the competent regulatory authorities in India. Internally, our team is spilt into different functional groups who in turn are professionally certified to carry on their respective roles. For example, your goal-based plan is drafted by a Certified Financial Planner who is a charter member with the affiliate body – Financial Planning Standards Board (FPSB) India. Similarly, tax planning and filling is done by certified tax planners, estate planning by certified estate planners, etc. 

Echo Wealth offers six core service lines: (1) Goal Based Planning — personalised goal-based plans for individuals and families; (2) Investment Advisory — portfolio strategy, asset allocation, and reviews; (3) Tax Planning & Advisory — direct and indirect tax optimisation, ITR filing, GST compliance; (4) Estate Planning — wills, trusts, and succession; (5) Realty Services — facilitating transactions, documentation and real estate investment analysis; and (6) Business Financial Advisory — for SMEs and corporates. 

No two clients are the same. We begin with a detailed financial health assessment, including current cash flows, understanding your short, medium and long-term goals, risk appetite, existing asset and liability situation, etc, and then build a structured plan unique to you. We review and evolve it as your life changes. 

Absolutely. Echo Wealth is an AMFI & APMI-registered distributor operating with complete transparency and regulatory compliance. Your investments and personal data are handled with the highest standards of security and confidentiality. We also sign a Non-Disclosure Agreement (NDA) with you. 

Yes. We have extensive experience serving NRI clients — advising on NRI investments in India and overseas, and through the IFSCs (like GIFT City), FEMA compliance, and taxation on global assets across time zones and geographies. Also, we have a presence with full-fledged operations in the UAE and Qatar. 

Getting started is simple, book a free 30-minute consultation, and our advisors will understand your goals, assess your current financial situation, and recommend a personalised plan tailored to your life.