Your Journey to Financial Freedom Starts Here
SMART INVESTMENTS FOR A LIFETIME OF WEALTH
Tailored strategies for secure growth, smart savings, and a worry-free retirement.
Tailored strategies for secure growth, smart savings, and a worry-free retirement.
At Wealth & Beyond, we believe financial growth isn't just about earning more; it's about investing smartly. Whether you are a salaried professional or a business owner, we provide tailored financial solutions to help you build a future where retirement is a choice, not a worry.
Learn how to generate passive income through rental property, side businesses, and smart investments.
Our strategies are designed to grow your wealth while minimizing your tax liability.
We guide you on everything from Life & Health Insurance to Mutual Funds (SIP/Bulk), Equity, and NPS.
With over 15 years of experience, CA Jyotika Nalavade is your trusted advisor.
At Wealth & Beyond, we believe that financial freedom isn’t just about making money - it’s about making the right financial choices.
Our mission is to help individuals and businesses build sustainable wealth through smart investments, strategic financial planning, and reliable guidance.
With a data-driven approach and deep understanding of modern financial markets, Wealth & Beyond provides end-to-end financial solutions that simplify complex money decisions. Whether you’re managing a salary, running a business, or planning for retirement, our customized strategies help you grow confidently and live beyond financial worries.
We work closely with every client to:
At Wealth & Beyond, your goals define our direction. Together, we turn smart planning into lifelong prosperity.
Proven track record in financial planning and wealth management
Professional guidance from qualified Chartered Accountant
+91 9867121142
Reduce your tax burden with intelligent strategies that align with your income and long-term financial goals.
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Build disciplined wealth through systematic investments tailored to your risk profile.
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Protect yourself and your family with comprehensive insurance coverage and smart premium planning.
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Diversify with low, mid, and high-risk equities for steady and aggressive growth.
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Secure your golden years with well-structured pension and retirement investments.
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Explore modern investment avenues with professional risk assessment and strategic diversification.
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Invest in real estate strategically to create consistent passive income streams.
Learn MoreReal experiences from individuals who achieved financial success with Wealth & Beyond
"Wealth & Beyond's tax planning strategies helped me save ₹3.8 lakhs in taxes while staying fully compliant. Their expertise in Section 80C deductions and business expense optimization is exceptional."
"CA Jyotika's tax optimization approach reduced my tax liability by 40% through smart ELSS and NPS planning. The personalized tax-saving investment portfolio is perfect for salaried professionals."
A trusted financial partner guiding you toward sustainable growth and financial independence.
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