Your family’s trusted
Wealth Manager
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Consistently set aside a portion of your income each month, regardless of how small, to build a habit of saving that will compound into significant wealth over time
About Us
Welcome to Paisa Jodo, your trusted partner in financial success. We specialize in a wide range of financial products, including Mutual Funds, Insurance, and Loans, tailored to meet your unique needs. Our expert team is dedicated to helping you achieve your financial goals with precision and care.
About Paisa Jodo
Empowering you with a comprehensive range of financial solutions, including Mutual Funds, Insurance, and Loans.
Our Mission
"At Paisa Jodo, our mission is to empower individuals and families by providing tailored financial products and expert guidance that foster financial well-being, promote financial freedom, and pave the way to a prosperous life."
Our Vision
"Our vision is to be the trusted partner in wealth management, dedicated to helping our clients achieve financial security and abundant wealth through innovative solutions, personalized services, and unwavering commitment to their financial success."
Your Financial journey
Set Clear Financial Goals
Define short-term and long-term financial goals to guide your planning and decision-making process.
1
Create and Stick to a Budget
Establish a budget that allocates funds for essentials, savings, and discretionary spending, and adhere to it consistently.
2
Build an Emergency Fund
Save an adequate amount of money in an emergency fund to cover unexpected expenses and financial setbacks.
3
Diversify Your Investments
Spread your investments across different asset classes to reduce risk and optimize returns over time.
4
5
ADJUST YOUR PLAN REGULARLY
As your financial circumstances and goals change, adjust your plan accordingly.
Our initiatives
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Wealth
Insurance
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Loans
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Our focus
Financial Goal Setting
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Asset Allocation and Investment Strategy
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Tax Planning:
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Risk Management and Insurance
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Mr Vivek Kanwar
Simbal Chowk, Dalhousie Road
Pathankot, Punjab 145001
Mobile: 8288097429
rockykanwar4@gmail.com