Comprehensive services for individuals, families, and businesses — from financial planning to estate structuring.
We learn about your goals, current situation, and aspirations in a free 30-minute conversation.
We map your income & expenses, assets & liabilities, insurance gaps, and tax position comprehensively.
We build a bespoke plan covering investments, insurance, tax, and estate planning aligned to your timeline.
Regular reviews ensure the plan adapts as your life changes and stays on track for your goals.
Holistic financial planning tailored to your specific life goals — with a global reach that looks beyond borders.
Strategic financial counsel for businesses that want to grow sustainably, stay compliant, and plan ahead.
Can't find your answer here? Speak directly with one of our advisers — free of charge.
Ask an AdviserAn AMFI and APMI Registered Distributor is authorised to offer mutual funds, PMS, and investment solutions from leading financial institutions. This registration ensures compliance with industry standards and enables investors to access professionally managed investment opportunities through a trusted financial partner.
Echo Wealth follows a structured six-step process: (1) gathering your financial data and understanding life goals, (2) risk profiling and investment horizon assessment, (3) preparing a personalised financial plan, (4) implementing the plan with product-agnostic recommendations, (5) monitoring progress, and (6) scheduled periodic reviews. Every plan is goal-based — whether wealth accumulation, children's education, retirement, or estate transfer.
Echo Wealth's estate planning service covers will drafting and review, trust structuring, nomination updates across all financial assets and insurance policies, business succession planning, inheritance management, and power of attorney arrangements. Our in-house legal expert ensures all documents are legally sound and updated under current Indian law.
Echo Wealth's tax advisory covers direct taxes (income tax planning, capital gains optimisation, HUF planning) and indirect taxes (GST registration, return filing, and compliance). We prepare and file income tax returns, identify tax-loss harvesting opportunities in portfolios, assist with advance tax calculations, and help structure businesses and family arrangements for optimal tax efficiency.
Our realty advisory team helps clients evaluate real estate as an asset class within their overall financial plan. Services include property investment analysis, rental yield assessment, NRI property purchase and management guidance, RERA compliance checks, and strategic portfolio decisions on when to buy, sell, or hold real estate assets relative to your broader financial goals.
Echo Wealth charges clients directly — not through commissions from product manufacturers. We offer three fee models: (1) Fixed Fee — a flat fee agreed before engagement; (2) Asset-Based Fee — a percentage of Assets Under Advice (AUA), charged quarterly or annually; and (3) Annual Retainer — for ongoing comprehensive financial planning. All fees are disclosed in writing before work begins, in compliance with SEBI regulations.
Book a free consultation and we will map the ideal combination for your situation.