"Quote for the day"

"Investing isn't about beating others at their game. It's about controlling yourself at your own game" - Benjamin Graham

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An Empty Nest? Now’s the Time to Ramp up Savings – And to Have Fun

Raising a family is a great privilege and a high calling. But it isn’t cheap. There seems to be a never-ending cycle of child-related expenses: clothes, food, doctor visits, family trips, piano lessons, college. But it’s not never-ending. One day it comes to a halt, and mom and dad find themselves as “empty nesters.”

SOURCE:  SOUND MIND INVESTING

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Clean out your ‘financial junk drawer’ and finish those money goals for the New Year

Everyone has a kitchen drawer that accumulates packets of duck sauce, random pliers, rubber bands, old batteries and pens that don’t write.Most people also have a financial junk drawer, says Amanda Priebe, a certified financial planner and wealth strategist at PNC Wealth Management.It’s a welter of unfinished financial goals and possibly some secrets.

 

SOURCE:  CNBC

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Personal finance tip: Save early to inflation

You can’t postpone your child’s education. In such circumstances, it is better to start early so that you can manage finances better.

Their child’s education is a priority for Indians. No one wants to compromise on the quality of education given to their daughter or son.

SOURCE:  MONEY CONTROL

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5 early signs that you are nearing a debt trap

Using credit cards and availing loans is a part of life and no one really treats it as something that may land us in trouble. However, excess use of anything may make you pay through the nose. Too much borrowing may lead you to a debt trap.

 

SOURCE:  MONEY CONTROL

Our Services

Customized & Comprehensive Financial Services

Tax Planning and Advisory

We have a dedicated team for handling the clients query on income tax and other related laws. We also file Income Tax Returns for clients.

Mutual fund

We are one of the largest distributor of mutual fund products in Bangalore, with an experience of more than a decade. Instantly monitor your investments with our online facility.

Insurance

Tied up with various insurance companies to offer the best suited products for clients. We also take care of all the insurance needs like, medical, travel, accidental, etc.

Direct Equity

Clients can open an account with us for trading in equity shares.

Housing / Car / Personal Loans

We have a team to take care of client needs on housing, car and personal loans.

Property Management

We can take care of requirements of any property management.

Testimonials

Rajashree Parameswaran

“After having partnered with Sridharan from 2002, we have learnt firstly the art of saving steadily and continuously in a disciplined manner and secondly the art of restraint and not rushing to pull out investments for reasons such as volatile market or recession. Today, we can take it easy knowing, he has helped us build a financial security in case of crisis.  Their staff is courteous, prompt, and ever helpful. Having been with Winrich Professional Services Pvt Ltd for more than a decade, we can vouch for their services.”


5.0
2018-03-21T08:22:07+00:00
“After having partnered with Sridharan from 2002, we have learnt firstly the art of saving steadily and continuously in a disciplined manner and secondly the art of restraint and not rushing to pull out investments for reasons such as volatile market or recession. Today, we can take it easy knowing, he has helped us build a financial security in case of crisis.  Their staff is courteous, prompt, and ever helpful. Having been with Winrich Professional Services Pvt Ltd for more than a decade, we can vouch for their services.”

Ramachandra Bhat

“My association with Winrich is more than 10+ years. Its been a great journey not just in terms of money alone but also from personal front with Mr.Sridharan.”


5.0
2018-03-21T08:22:24+00:00
“My association with Winrich is more than 10+ years. Its been a great journey not just in terms of money alone but also from personal front with Mr.Sridharan.”

Animesh Saran

"I have been associated with Winrich and Mr Sridharan for almost 10 years now. Over this very long and fruitful association with him, I have developed lots of admiration and respect for his financial acumen. Whenever in doubt about a particular investment , I will just go by his recommendations.. and have never had a reason to feel disappointed... Mr Sridharan is extremely professional and fully involved in the operations of his company..You get a feeling that your money is safe and is being taken care of personally by him. The team members of Winrich too are very professional and prompt in responding to your needs..Winrich has put in place a very effective mechanism for periodic review of portfolio they manage for the client. Personally it has been a wonderful experience for me so far.. I thank Mr Sridharan and Winrich Team and wish them the very best in days and years to come.."

5.0
2018-03-21T08:22:41+00:00
"I have been associated with Winrich and Mr Sridharan for almost 10 years now. Over this very long and fruitful association with him, I have developed lots of admiration and respect for his financial acumen. Whenever in doubt about a particular investment , I will just go by his recommendations.. and have never had a reason to feel disappointed... Mr Sridharan is extremely professional and fully involved in the operations of his company..You get a feeling that your money is safe and is being taken care of personally by him. The team members of Winrich too are very professional and prompt in responding to your needs..Winrich has put in place a very effective mechanism for periodic review of portfolio they manage for the client. Personally it has been a wonderful experience for me so far.. I thank Mr Sridharan and Winrich Team and wish them the very best in days and years to come.."

Rajeev Iyer

I've known Sridharan for more than 12 years now. He's amazingly easy to work with with and he pushes you to reach your financial goals.

5.0
2018-03-26T08:57:54+00:00
I've known Sridharan for more than 12 years now. He's amazingly easy to work with with and he pushes you to reach your financial goals.

Rohit Jain

I have been with Winrich Professional Services for nearly 3 years now, and my experience with them has been fantastic. I would say it is learning and as well as earning journey for me. Mr. Sridharan has been very proactive in looking at each details and requirements of his clients. What I like about him is his innovative style, he keeps on coming up with new ideas on products, investor education, new features on his website, which provides his clients with new avenues to earn money. In the process investors learn new things as well as keep updated of what is happening in the financial world.


I must say ‘Winrich’ has been a one stop shop for me, as they take care of all financial aspects i.e. mutual funds, direct equity, life insurance, health insurance, taxation, GPA etc. It is a great team of professionals, who takes care of client's needs. Regular one on one meetings, investor awareness talks, annual gatherings have been a feature of Winrich Professional Services. I have also realized in this journey so far, what value a financial advisor adds in achieving your overall financial goals.

5.0
2018-03-26T09:03:02+00:00
I have been with Winrich Professional Services for nearly 3 years now, and my experience with them has been fantastic. I would say it is learning and as well as earning journey for me. Mr. Sridharan has been very proactive in looking at each details and requirements of his clients. What I like about him is his innovative style, he keeps on coming up with new ideas on products, investor education, new features on his website, which provides his clients with new avenues to earn money. In the process investors learn new things as well as keep updated of what is happening in the financial world. I must say ‘Winrich’ has been a one stop shop for me, as they take care of all financial aspects i.e. mutual funds, direct equity, life insurance, health insurance, taxation, GPA etc. It is a great team of professionals, who takes care of client's needs. Regular one on one meetings, investor awareness talks, annual gatherings have been a feature of Winrich Professional Services. I have also realized in this journey so far, what value a financial advisor adds in achieving your overall financial goals.

Seema Bhat

Started my association with KNS in 2007 and its been fabulous ride since then. Taught us to be disciplined and do savings with long term objectives.

5.0
2018-03-26T09:03:55+00:00
Started my association with KNS in 2007 and its been fabulous ride since then. Taught us to be disciplined and do savings with long term objectives.
5.0
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