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💼 Wealth Management 🛡️ Life Insurance 🏥 Health Insurance 📈 Mutual Funds 🎯 Goal Planning
SEBI Registered₹240Cr+ AUM32 Years ExpertiseAnil N Tari · 9820003170

Grow, Protect & Preserve
Your Hard-Earned Wealth

Tax-optimised multi-asset portfolios, estate planning and dedicated advisory for individuals, families and NRIs — backed by Anil N Tari's 32 years of wealth management expertise.

💼 Talk to Anil N TariOur Approach

₹240Cr

Total AUM

500+

HNI Clients

32+

Years Experience

22%

Best Portfolio Return

Quarterly

Portfolio Reviews

Our Approach

Wealth Management
Done Differently

We build disciplined, diversified portfolios anchored in your goals, risk capacity and tax situation — managed proactively through every market cycle.

  • 🏗️
    Multi-Asset Portfolio Construction

    Equity, debt, gold, REITs and alternatives — balanced for optimal risk-adjusted returns.

  • 📊
    Tax-Loss Harvesting

    Strategic redemptions to offset capital gains and reduce annual tax liability.

  • 🔄
    Dynamic Rebalancing

    Quarterly rebalancing when market movements cause drift from target allocation.

  • 🌏
    NRI Investment Services

    FEMA-compliant strategies — NRE/NRO accounts, repatriation planning and more.

  • 📜
    Estate & Succession Planning

    Wills, nomination structures and wealth transfer strategies for smooth transitions.

Talk to Anil N Tari →
📊 Model Portfolio Allocation
Equity (Large & Mid Cap)50%
Debt & Fixed Income25%
Gold & Commodities10%
REITs & Alternates10%
Liquid / Emergency5%
💼 Our Philosophy: Wealth is built through consistent discipline, not market timing. Our portfolios compound steadily over decades — call Anil at 9820003170.
FAQs

Wealth Management FAQs

Our wealth management services are available for clients with investable assets of ₹25 lakh and above. For ₹1 crore and beyond, we offer dedicated relationship management and bespoke strategies. Call Anil at 9820003170.
All wealth management clients receive quarterly portfolio reviews, monthly performance reports and an annual comprehensive financial review.
Yes, tax optimisation is central to our philosophy. We choose tax-efficient instruments, time capital gains redemptions strategically and use tax-loss harvesting to minimise your effective tax rate.

Ready to Get Started with Secure360?

Call Anil N Tari at +91 98200 03170 — 32 years of expertise, free consultation.

Book Free Consultation →📞 9820003170
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Our Other Services

📈

Mutual Funds & SIP

SIP, ELSS and 40+ AMCs — AMFI-certified.

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🛡️

Life Insurance

Term plans for complete family protection.

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🏥

Health Insurance

Comprehensive health covers for your family.

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🎯

Goal Planning

Retirement and milestone financial planning.

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