CAISHEN WEALTH
Where your money grows...
SERVICES OFFERED
EXISTING PORTFOLIO REVIEW & GUIDANCE
Everyone has some investment somewhere which is either forgotten or needs some guidance. We at Caishen Wealth start our long term relationship with review of your existing portfolio if any, and provide guidance accordingly.
RISK PROFILING & ASSET ALLOCATION
Once existing portfolio is taken care of, we move a step ahead and ask you few simple questions to do your risk profiling as its pertinent to allocate further investments in fitting asset class.
CUSTOMIZED FINANCIAL PLAN & GOAL BASED INVESTMENT
Following the risk profiling, a detailed investment sheet is constructed in line with your short or long term commitments citing the schemes where you can invest. It’s our endeavour to make your dreams a reality and it can only happen if right amount of money is invested in right kind of products for right time horizon.
CAISHEN STORY
The idea of Caishen Wealth was conceptualized sensing the demand for a more rigorous and proactive approach towards financial planning. The emphasis was to get more and more people invest in financial products which best conform to their right for a financially secure future. With over 18 years of experience in the financial industry and an in depth understanding of financial markets and diverse financial products, the aim of Caishen Wealth is to enable wealth creation of our clients through quality centric approach.
WHY CHOOSE US
- Transparent model
- Enabling investors to choose right schemes for wealth creation
- Paperless Transactions
- Holistic view of financial needs
- Right direction for the money to grow
- Portfolios under constant review
- Very High Customer retention rate
- High customer satisfaction
Our Clients Testimonials
Our advisor Neha is knowledgable, helpful, has our best interests in mind and is always available to discuss our investments and plans. We compared Caishen Wealth to a number of other advisory firms and found their service and way they manage our money to be far superior than any other firm. Neha’s constant engagement translates into us meeting our financial goals as well as modifying them by staying abreast with the environmental changes. Thanks to Caishen Wealth, we can now look forward to a more comfortable retirement.
I was absolutely clueless when I entered the world of stocks n mutual funds. I had done a few very bad investments on advice from peer groups without any research. My money was technically stuck instead of growing . Then I decided to hand over the matters to the masters. Caishen Wealth helped me grow my money in just a matter of few months. Right guidance is extremely important especially for beginners and amateurs like myself. Thank you Neha Mathur for all of it . Now I can sit back and relax and watch my hard earned money grow 🙂
The team is very professional when it comes to handling your personal financial investment requirements. They give you with a detailed questionnaire that helps in understanding your long-term goals, priorities and the risk appetite. Accordingly, Caishen Wealth team suggests the modes of investment recommended for you. Their monthly reports keep you updated on your investments & gains. Been a happy customer for over a year!
She is a seasoned professional in wealth management. She is very apt in her analysis and choice of mutual funds. She explains the exact reason for choosing a particular fund over another. Very disciplined approach in managing investors portfolios. She is a thorough professional and delivers regular timely updates on the portfolios. I have recommended her services to a lot of my friends. Keep up the good work Neha!!
Neha is a terrific personal financial advisor. Her dedication, integrity, responsiveness and friendliness make her a trustworthy and a go to person. Neha is outstanding in her field and provides excellent customer service. She has not only advised me where to invest my money but also helped me save on my taxes. Over all I had great financial returns on my investments as advised by her.
I'm very happy how Caishen Wealth has been handling my portfolio. I have been a customer for over 8 years now and never have I ever felt any apprehension regarding my investments even during high volatility period because I knew they would take care in the best way possible. I’m also a big fan of their neat reporting. I get regular updates about how my portfolio is performing along with the excellent profession advice which gets me aligned with right fund at the right time. I'd call Caishen Wealth a key to real peace of mind that every investor deserves. You’re a champ!
My investment experience with Caishen Wealth consultant has been amazing ..from guiding me in the initial days to streamlining the portfolio at present and shortlisting schemes which can give good returns. Special mention for Ms. Neha Mathur who has responded to all my queries with utmost gentleness, respect, and promptness. I have and would recommend Caishen Wealth to my friends and family…. Keep it going Team Caishen…
As correct Investing is important to have a secure future, I was looking for some guidance and here comes caishen wealth. Experts of caishen wealth guides you how to do monthly SIP and where to invest. Their services and regular updates helps you to relax for the future. So invest wisely because it’s your hard earned money, invest with caishen wealth and let your money make money for you.
Neha Mathur heading Caishen Wealth is a very good advisor for building a sound financial portfolio. She is very confident and informed about the various investment options available and is able to guide me very well. Must follow her advise. There have been instances initially where I was not sure about the options suggested but I am glad that I followed her advise as I can now see the results. Thanks Neha for being there and doing my financial handholding.
I am a highly satisfied customer who has benefited from the services provided by Caishen. They have provided professional guidance and consultancy to handle my personal financial investment requirements. They helped me realise my immediate and long term financial goals. Their regular reports keep me up to date on my investments & gains. Thank you Caishen!!!
I am really happy with the financial consulting provided by Cashin wealth. They really understood my requirements and suggested me the best accordingly. I had some doubts about investing for which they explained me everything in detail. Because of cashin wealth my portfolio is varied and I'm enjoying benefits of investing in different sectors. They have provided me a good balance in my portfolio. I would recommend cashin wealth to everyone.
earlier I didn't had much knowledge about how to invest and where to invest in mutual funds but caishen helped me to have a secure investing. Monthly updates of portfolio and best services helps you to keep a track of your money. Now it has been 5 years with caishen. The knowledge that they have of markets really help you to relax for your future. So invest your money with caishen and create your wealth.
It gives me immense pleasure to recommend and offer my appreciation to the services provided by caishen wealth and Ms Neha Mathur. I had been a rather reticent investor all my life , the only investments made by me were in government owned bonds and securities primarily for tax saving purposes.This was until Ms Neha advised me on the efficacy of small investments and the power of compounding. This is not a testimonial but a real account of my investment journey. Thanks Caishen wealth for showing me the way and making it happen
I had zero knowledge and interest in the world of finance and investments, but Neha came to my rescue. As my investment adviser, she demonstrated an exceptional level of expertise, patience, and attentiveness. Neha listened to my concerns and guided me through the complex world of finance investments with a reassuring and knowledgeable hand. I now feel more confident in my financial decisions, all thanks to Neha's guidance. I wholeheartedly recommend Neha to anyone planning to invest. She is not only a trustworthy and reliable professional, but she also genuinely cares about her clients' financial well-being. With Neha by your side, you can navigate the investment world with confidence and ease. Thank you, Neha, for your invaluable assistance!
I've had the pleasure of working with my financial advisor Neha Mathur at Caishen Wealth for some time now, and I can confidently say that she is incredibly experienced, knowledgeable, and insightful when it comes to mutual funds and the stock markets. The transparency and sound advice have made planning investments a smooth and worry-free process. I trust that my investments are in safe hands, and I'm grateful for the expertise and guidance provided. I highly recommend Caishen Wealth for anyone seeking trustworthy financial advisors.
Thanks to Neha Mam for her exceptional financial guidance. I used to think only about how to go ahead to secure my future but it was only in my thoughts. Mam your personalized approach made all the difference. I now face the future with confidence. If you're looking for a trusted adviser, look no further. I've gained confidence and financial stability through Caishen Wealth. Highly recommend. #TrustedAdviser #FinancialSuccess
Caishen Wealth headed by Neha Mathur has been handling my portfolio since a couple of years. Trust is the most significant attribute one looks for in money matters and I can completely trust Neha for making the right decisions for the growth of my money. Due to her ample experience in the financial services sector, her advice wrt the choice of funds, spread of risks, avenues of investments, market knowledge as well as technical know-how is on point. Moreover, the comfort of being able to discuss the nuances of the portfolio and the freedom to express our concerns one on one with her is very reassuring. Monthly statements of our portfolio from Caishen allows us to be updated regarding the health of our investments and discuss any required modifications. My horizon for investments are usually long term and am satisfied with my returns so far. Keep up the good work team Caishen.
Special Thanks to Neha Mam, her personalized advice at this early stage of my financial journey has been invaluable. You have simplified complex concepts for me with ease, instilling confidence in my decisions. With your support, I'm on the path to financial success! 💡📈 #EarlyInvesting #GuidedGrowth
I was totally new when I came to know about stocks and mutual funds . And then Neha helped me in investing in mutual funds . She has a good knowledge about the market and accordingly she guides me to invest in market and build a good portfolio in my investments . I am really happy to invest my money with Caishen Wealth and feel secure to invest .