Our Services

A Tool Built, Keeping YOU in Mind

Robo Advisory

We understand that the Financial Planning needs of people differ largely based on individual situations and personal objectives. ... Unlike the stereotyped approach used by other companies MyWealthJunction’s comprehensive financial planning tool is designed to cater to each individual’s unique needs, offering customized solutions with detailed action steps and recommendations. Our sole aim is to enable you to make smart money decisions and help you embrace financial stability for life. With rich experience in the field since 2010 and have acquired thousands of happy customers, we are well-versed with the ever-changing market conditions and options available. Our clients trust us for receiving professional and unbiased advice, helping them achieve their short and long-term financial goals with ease.

Investment Planning

Our second service in line is as vital as Financial Planning. Investment Planning is crucial to accomplish your financial goals. ... Our team of expert investment advisors at MyWealthJunction will help you build a strong financial plan to meet your goals on time with thoughtful investment planning. Our foremost recommendation to our clients is to plan their investments as early as it can be for it facilitates the achievement of long-term goals with better returns. To understand you better, we take a comprehensive portfolio review that helps us ensure that the structure of your portfolio conveniently complements your long-term and short-term financial objectives. This evaluation identifies potential financial risk, hidden cost and irrelevant liabilities that are disguised in the form of assets. Investing for retirement: Similar to long-term investments, investing for retirement is a must, else are you prepared to live a life full of financial uncertainty when you reach senility?

eTax Filing

MyWealthJunction one-stop solution platform allows you to file your taxes online, easily and quickly from anywhere, anytime. ... Our user-friendly online tax filing services with step-by-step instructions help you start your free tax preparations and assure you receive faster tax refunds. With insights on each client’s unique financial goals and life stages, our experts provide advice on tax planning and tax preparation. This is not it, filing your tax online saves you from spending extra hours and money while it also equips you with necessary financial knowledge.

eWill

Certainly, life is uncertain and most of us do not give due importance to something as important as writing a Will.... If we assume that we have a lot of time, we are wrong. Thinking about what will happen to our possessions after our death is dreadful. Take some time out of your life and do the needful – for your loved ones. No more running behind the lawyers and shedding handsome amounts on writing a will that feels heavy on your pockets. We bring you the eWill writing service, the most advanced way of putting down your wishes for the security of your family members. E-will or electronic will is an easy addition to your financial life without the worry of documents getting misplaced or damaged. It is easy, safe and secure. And, economical too.

Insurance Planning

Insurance planning ensures that you aren’t paying too much for insurance and also that you have correct type of insurance for all your needs. ... The decision to buy or not to buy insurance is based on the determination whether there aren’t sufficient personal resources to cover the resulting financial loss or an unpleasant scenario. An insurance analysis will enable you to find exactly what kind of financial exposure will be faced if any immediate uncertainty isn’t covered. It assess your financial situation to quantify the capital requirement and calculate the gap between personal resources and potential need of insurance. The overall analysis help you identify the right kind of insurance based on your budget and your preferences while it also ensures that you have your greatest risks covered.

Document Locker

Now store all your valuable documents under one roof in a digital format, thereby eliminating the chances of misuse or loss of your important documents. ... We offer a dedicated cloud storage space linked to your registered mobile number. Be it your driving license, Car or Motorbike Registration Certificate, Voter ID, PAN card, Aadhaar Card, School and College Certificates or any other documents, it will now be duly accepted in digital form. Now go paperless to store the documents securely and have them verified by the concerned departments.

Robo Advisory

We understand that the Financial Planning needs of people differ largely based on individual situations and personal objectives. Unlike the stereotyped approach used by other companies MyWealthJunction’s comprehensive Financial Planning tool is designed to cater to each individual’s unique needs, offering customized solutions with detailed action steps and recommendations. Our sole aim is to enable you to make smart money decisions and help you embrace financial stability for life. With rich experience in the field since 2010 and have acquired thousands of happy customers, we are well-versed with the ever-changing market conditions and options available. Our clients trust us for receiving professional and unbiased advice, helping them achieve their short and long-term financial goals with ease.

Investment Planning

Our second service in line is as vital as Financial Planning. Investment Planning is crucial to accomplish your financial goals. Our team of expert investment advisors at MyWealthJunction will help you build a strong financial plan to meet your goals on time with thoughtful investment planning. Our foremost recommendation to our clients is to plan their investments as early as it can be for it facilitates the achievement of long-term goals with better returns. To understand you better, we take a comprehensive portfolio review that helps us ensure that the structure of your portfolio conveniently complements your long-term and short-term financial objectives. This evaluation identifies potential financial risk, hidden cost and irrelevant liabilities that are disguised in the form of assets. Investing for retirement: Similar to long-term investments, investing for retirement is a must, else are you prepared to live a life full of financial uncertainty when you reach senility?

eTax Filing

MyWealthJunction one-stop solution platform allows you to file your taxes online, easily and quickly from anywhere, anytime. Our user-friendly online tax filing services with step-by-step instructions help you start your free tax preparations and assure you receive faster tax refunds. With insights on each client’s unique financial goals and life stages, our experts provide advice on tax planning and tax preparation. This is not it, filing your tax online saves you from spending extra hours and money while it also equips you with necessary financial knowledge.

eWill

Certainly, life is uncertain and most of us do not give due importance to something as important as writing a Will. If we assume that we have a lot of time, we are wrong. Thinking about what will happen to our possessions after our death is dreadful. Take some time out of your life and do the needful – for your loved ones. No more running behind the lawyers and shedding handsome amounts on writing a will that feels heavy on your pockets. We bring you the eWill writing service, the most advanced way of putting down your wishes for the security of your family members. E-will or electronic will is an easy addition to your financial life without the worry of documents getting misplaced or damaged. It is easy, safe and secure. And, economical too.

Document Locker

Now store all your valuable documents under one roof in a digital format, thereby eliminating the chances of misuse or loss of your important documents. We offer a dedicated cloud storage space linked to your registered mobile number. Be it your driving license, Car or Motorbike Registration Certificate, Voter ID, PAN card, Aadhaar Card, School and College Certificates or any other documents, it will now be duly accepted in digital form. Now go paperless to store the documents securely and have them verified by the concerned departments.

Insurance Planning

Insurance planning ensures that you aren’t paying too much for insurance and also that you have correct type of insurance for all your needs. The decision to buy or not to buy insurance is based on the determination whether there aren’t sufficient personal resources to cover the resulting financial loss or an unpleasant scenario. An insurance analysis will enable you to find exactly what kind of financial exposure will be faced if any immediate uncertainty isn’t covered. It assess your financial situation to quantify the capital requirement and calculate the gap between personal resources and potential need of insurance. The overall analysis help you identify the right kind of insurance based on your budget and your preferences while it also ensures that you have your greatest risks covered.

Review From Our Users

Worth each second and every penny

I now review my financial plan, make investments and file tax return online all in one place with MyWealthJunction DIY platform.

Aravind KS, —Investor

A hassle-free experience

With the goal-oriented Financial Planning tool and diversified investment options to choose from, they made it completely hassle-free for me.

Ravi G, —Platform User

Highly Recommended

MyWealthJunction helped me grow my money and sorted wealth management out for me. Fully Satisfied with all of their services.

Umesh DB, —Investor

Cost-Efficient

Opted for the Advance Plan on their platform, and I am impressed with the Standard eWill service included in the plan as it saved the money that I would have to spend on a lawyer.

Madhu B, —Platform User

The best Robo-advisors platform

I love their professional approach and step by step guidance. MyWealthJunction made planning and investment easy and convenient for the 1st time investor like me.

Umesh R, —Platform User

Awesome functionality!

It was my good decision to choose MyWealthJunction. It solved two of my major worries, investment and Financial Planning.

Vinayak M, —Investor