Having More Than 25 Years of Experience

At Welfare Asset Management, we provide a wide range of financial advisory and asset management services designed to help individuals and businesses achieve financial stability and long-term growth. Our services focus on strategic planning, risk management, and smart investment solutions that align with our clients’ financial goals.

Portfolio Management Services (PMS)

Through our professional portfolio management services, we help clients make informed and strategic investment decisions. Our approach focuses on creating well-planned investment strategies that support long-term financial growth and stability.

Services Include

  • Long Term Wealth Creation Planning

  • Goal Based Investment Strategy

  • Risk Analysis & Portfolio Review

  • Mutual Funds, Equity & Debt Planning

The objective of our PMS services is to build a balanced and profitable investment portfolio that aligns with the financial goals and risk profile of our clients.

MSME Financial Advisory

Structured financial planning is essential for MSMEs and business owners to ensure stability and sustainable growth. We assist businesses in improving financial management and developing effective growth strategies.

Services Include

  • Business Financial Structuring

  • Cash Flow Management

  • Investment Diversification

  • Corporate Follow-up Strategy Support

Our goal is to help businesses become financially stable, well-structured, and ready for long-term growth.

Insurance Consultancy

Insurance plays a vital role in financial protection and security. We help clients select the right insurance solutions based on their personal and business needs.

Services Include

  • Vehicle Insurance

  • Fire & Godown Insurance

  • Marine Transit Insurance

  • Term & Health Insurance Review

Our focus is to provide effective insurance solutions that ensure risk protection and long-term financial security for our clients.