Why SEBI RIA?

You have been dealing with financial advisor since long time and very closely associated with them and share all financial matters may be without knowing whether he is doing in your interest or not.

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Why Fee Based Adviser?

Hiring a fee based Investment Adviser means clients are eliminating even a small element of conflict of interest which can arise and so the advices provided is truly, independent & unbiased.

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Why Us?

We believe in client satisfaction & treat client's Financial Goals as our Goals. We are SEBI Registered Investment Adviser and as per Securities And Exchange Board Of India (Investment Advisers)

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Welcome to Ensure Wealth Investment Adviser

Ensure Wealth Investment Adviser is Registered Investment Advisory firm founded by Bimal Chandra Jha, SEBI Registered Investment Adviser where we discuss & educate clients about their financial goals, help them to determine their risk tolerance, research and analyze suitable investment options, provide investment recommendations, execute and monitor their requirement as per need to accomplish their goals. For us you all are prospective clients irrespective of income, wealth, age, or level of financial experience. Our objective is to take you through a process, where, you not only make prudent decisions but get in depth understanding of your own personal finance decisions and its impact on financial well-being related to your lifestyle goals. We are not only independent of product sales but also provide unbiased recommendations by keeping the client’s interest uppermost in mind and creating a roadmap for financial freedom. We are fee based Investment Adviser and serve our clients against fee which means the revenues are solely generated from clients for services rendered to them.

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Why Ensure Wealth Investment Adviser?

(SEBI Registerd Investment Adviser)

FEE-ONLY

We provides transparent fee only services.

TRUSTWORTHY

We are professionals with proven integrity and honesty.

UNBIASED

We recommend direct Mutual Funds and online term Life Insurance Plans.

COMPETENT

We have Updated with the latest developments in financial markets

PROFESSIONAL

We are qualified and highly experienced Professionals

FIDUCIARY

For us Client interest is uppermost so do best for our clients.

How do we work?

We follow a financial planning process which is simple and easily understandable. Our believe is in long lasting relationship with clients so we provide high degree of support and attention. Before starting any process we conduct detail discussions to understand about client requirement and make them understand to know about scope and cost of our services. The sole objective of our financial planning process is to act as client’s Guide and assist him in learning about his personal finance so that he can take control of his financial decisions.

We follow global process step wise step

CLIENT AGREEMENT

In our first meeting we incorporate services to be offered, terms & conditions and fees to be charged.

DATA COLLECTION

Before start we require data from client regarding his Income, Expenses, Assets, Liabilities, Goals etc.

ANALYSIS

Made simple & easily understandable for client.

RECOMMENDATIONS

Finding are discussed with the client, report shared and make modification if any required as consequences of discussion.

IMPLEMENTATION

Suitable products are advised as per his risk appetite and requirement and provide guidance how to initiate his investment.

REVIEW AND MONITORING

Review client Financial Plan and monitor his portfolio as per requirement, at least once in a year.

Who Should Approach Us?

We firmly believe that Financial Planning & Investment advice is important for everyone hence we do not have any minimum criteria of Net worth or AUM. We are willing to work for people from all field...

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How We are Beneficial?

We are not associated with any product manufacturer and earn revenue only as advisory fees hence completely Client oriented & do the best for our Clients. We do not have conflict of interest...

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What We Deliver?

We are clients centric so our services revolve around clients requirements and are flexible enough to meet their different financial needs. Each service requires various levels

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Hourly Consultancy Services

We believe that each one is Investor and Investing as per wisdom and might be doing well but sometimes Investment Advisory may be required if you have specific needs.

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Latest From Our Blog

Understand the Corporate Action- Dividend
Bimal Chandra Jha | Jan 3 , 2023

In my previous Blog I have written about Corporate Actions, its purpose and different type of corporate actions initiated by companies to provide benefits to their investors. One most important corporate action is Declar ....


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Corporate Actions and its Implications
Bimal Chandra Jha | Nov 30 , 2022

It is good to know that day by day the number of Public Limited Companies are increasing, issuing IPOs to raise funds from the public and getting registered with stock exchange which ultimately facilitates public parti ....


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क्या आपने अपने भविष्य के लिए योजना बनाया है?
Bimal Chandra Jha | Nov 24 , 2018

वर्तमान, भूतकाल का और भविष्य वर्तमानकाल का परिणाम होता है. समय के साथ साथ प्रत्येक व ....


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Ensure Wealth Investment Adviser

A1003, THE VIEW, Ramprastha City
Sector-37D, Gurgaon, Haryana-122006, India
+91-9811832802
info@ensurewealthadviser.com
Registration Type- Proprietorship Firm
Registration Validity- Till it is suspended or cancelled by the Board

Principal Officer:

Bimal Chandra Jha (RIA)
+91-9811832802
bimaljha@ensurewealthadviser.com
SEBI Local Office:
S.C.O.-127-128, First Floor,Sector-17-C,
Chandigarh-160017,Telephone:0172-2541717-18
SEBI Regional Office:
5th Fllor, Bank Of Baroda Building, 16, Sansad Marg, New Delhi-110001, Telephone: 011-23724001-05
For Complaint – Download SEBI SCORES Mobile App
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