Goal-based portfolio management and comprehensive financial planning β designed to grow your wealth intelligently while preserving your legacy.
At 365 Wealth & Health, wealth management is not just about picking the right stocks or funds. It is a holistic process that begins with understanding your life goals β buying a home, funding your children's education, retiring early, or building a lasting legacy.
Our certified advisors build customized, diversified portfolios using mutual funds, direct equity, PMS, AIF, NPS, and alternative assets. Every portfolio is reviewed quarterly and rebalanced to stay aligned with your evolving goals and market conditions.
Map every investment to a specific life goal β education, retirement, home purchase, or legacy. Clarity drives better decisions.
Scientifically diversified portfolios across equity, debt, gold, and alternatives β rebalanced regularly for optimal risk-return.
Direct plan recommendations across equity, hybrid, debt, and ELSS categories β aligned to your risk profile and horizon.
Portfolio Management Services and Alternative Investment Funds for HNIs seeking alpha over benchmark returns.
National Pension System structuring and long-term retirement corpus building for a stress-free post-retirement life.
Estate planning, will drafting guidance, family wealth structures, and generational wealth transfer strategies.
We are SEBI registered advisors β legally obligated to act in your best interest. No commissions, no conflict of interest.
Proven expertise across bull and bear cycles. Our average client CAGR has consistently outperformed benchmarks.
Every portfolio gets a dedicated review meeting with your advisor β ensuring alignment with your goals at every stage.
Book a free 30-minute advisory call. Our specialists will assess your goals and propose a tailored plan.