Our Mission
"Transforming your Financial Goals into Reality"
Our Mission
"Transforming your Financial Goals into Reality"
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"Transforming your Financial Goals into Reality"
The Importance of money management and Goal based financial Planning
The Importance of money management and Goal based financial Planning
Integrating Money Management with financial planning is essential for achieving long-term success and stability.
When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.
Benefits of Aligning Money and Financial Goals
Benefits of Aligning Money and Financial Goals
Enhanced decision-making
Enhanced decision-making
Aligning Money and financial goals provides a clear framework for making strategic decisions regarding professional growth and financial stability.
Improved Satisfaction
Improved Satisfaction
It leads to a sense of fulfillment, as individuals can pursue careers that align with their passions while ensuring financial security.
Successful Life
Successful Life
Aligning goals reduces financial concerns, allowing individuals to focus on their career growth without compromising their financial well-being.
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Life Insurance Solutions
Life Insurance Solutions
15 years of securing dreams. A lifetime of Fikar Free Futures.
Join 1500+ customers who trust wealth and protect to protect their tomorrow, today.
health Insurance Solutions
health Insurance Solutions
Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health and Mediclaim Plans
Mutual Fund Solutions
Mutual Fund Solutions
Mutual funds offer diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed mutual fund today!
Money Management + Goal-Based Planning = "Financial Planning."
अब करो, अपने Personal Finance को perfectly plan
Meet your Coach
Meet your Coach
Rakesh Shah
Chief Life Planner | MDRT
Welcome to Wealth and Protect Financial Advisory! With over 15 years of expertise in financial services, we specialize in protection and wealth creation solutions tailored to your unique needs. As an MDRT-qualified insurance advisor, I am committed to securing your financial future with strategic planning. My expertise includes Health & Life Insurance Claim & Policy Services, Partial Claim Settlement, Claim rejection Grievance & Ombudsman Claim Submission
Meet our Expert
Meet our Expert
Chetan Shah
Expertise in Physical shares, Duplicate shares & Recovery of shares from IEPF
Meet our Expert
Meet our Expert
Dinesh Shah
Expertise in Motor Insurance
TEAM OF FINANCIAL EXPERTS
TEAM OF FINANCIAL EXPERTS
"Mission - At Wealth and Protect, our mission is to provide individuals and businesses with comprehensive and personalized financial planning services.
We strive to empower our clients by offering expert guidance, innovative strategies, and practical solutions that pave the way for financial stability and growth. Our goal is to help you achieve your financial aspirations."
Testimonials
Testimonials
Dinesh Thakur | Happy Client | IT Engineer
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"I recently had a free financial health check-up with Rakesh Shah, and I couldn’t be more pleased with the service. The report I received was detailed and insightful, giving me a clear view of my financial health. Rakesh Shah expertise and dedication truly stand out, and I feel more confident about my financial planning. Highly recommended!"
Akruti Singh | Happy Parents
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"Attending Rakesh Shah's seminar on financial literacy was truly enlightening. His insights into managing finances effectively and the importance of early financial planning were invaluable. Rakesh Shah made complex topics easy to understand, and her passion for empowering youth was evident throughout. I left with practical knowledge and confidence to make informed financial decisions. Highly recommended for anyone looking to enhance their financial understanding!"
Deepak Shah | Business Professional
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"I recently worked with Rakesh Shah for a comprehensive financial risk assessment of my business, and I couldn't be more satisfied with the results. His expertise in risk management and her detailed, personalized report gave me clear insights and practical strategies to secure my business's future. Rakesh Shah's professionalism and deep understanding of financial risks made this a highly valuable experience. I highly recommend his services to any business owner seeking a solid approach to financial stability."
My Certifications & Achievements
My Certifications & Achievements
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