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.
Learn More about Why SEBI RIA?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.
Learn More about Why Fee Based Adviser?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)
Learn More about Why Us?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.
Vigilance Awareness Week 2025 is being observed form October 27 to November 2nd, 2025, with the theme:
“सतर्कता: हमारी साझा जिम्मेदारी” “Vigilance: Our Shared Responsibility”
All Stakeholder are encouraged to participate in the e-pledge initiative by visiting the CVC Portal:
https://pledge.cvc.nic.in/
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...
Read More about Who Should Approach Us?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...
Read More about How We are Beneficial?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
Read More about What We Deliver?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.
Read More about Hourly Consultancy Services