Financial Planning & Wealth Management in India | Zeniri
“Still Investing Without a Strategy? We Help You Build ₹25L–₹5Cr Wealth Portfolios”
Helping individuals across India. Build wealth with expert financial planning. Based in Pune.
Our Financial Services
Mutual Funds
- SIP Planning
- Lump Sum Investment
- Portfolio Review / Loan Again MF Investment
- NRI Client Investment
Insurance
- Term Insurance
- Health Insurance
- Motor Insurance
- Insurance Portfolio Review
Tax Planning
- Income Tax Planning
- Capital Gains Consultation
- ITR Filing Support
- Tax Harvesting
Frequently Asked Questions - FAQs
Q1: What is the best investment option in India?
Mutual funds are one of the best options for long-term wealth creation due to compounding and flexibility.
Q2: How much should I invest monthly?
Ideally 20–30% of your income should go towards investments.
Q3: Do I need both insurance and investments?
Yes, insurance protects your financial future while investments help grow your wealth.
Q4: Can I invest online with Zeniri?
👉 Yes, Zeniri offers fully digital investment and support across India.
Why Zeniri?
- AMFI Registered Mutual Fund Distributor (ARN: 179194)
- Personalized Financial Planning
- 100% Transparent & Goal-Based Advice
- Serving Clients Across India
- Tax Optimization + Asset Allocation
- Human Advisory / End-to-End Wealth Solutions
How Zeniri Works?
- Understand Your Income & Expenses
- Identify Financial Goals
- Personalized Portfolio Strategy
- Create Custom Plan
- Ongoing Portfolio Support