WEALTH QUOTIENT
LOANS|INVESTMENTS|INSURANCE
9920294385
info@wealthquotient.co.in
AFFILIATIONS –
LIC, HDFC LIFE, APOLLO MUNICH, ICICI LOMBARD, ADITYA BIRLA INSURANCE, AMFI, MOTILAL OSWAL
ARN CODE –
138654
G-35, Cinewonder Mall, Ghodbunder Road, Thane West Page 1
OUR SERVICES
Congrats on the Beginning your Career. It is essential to lay a strong ‘Foundation’ on your journey to
accumulate Wealth. Engaging an experienced Advisor is the first step, towards this journey.
“Building Blocks” product, is suited for the age group of 20-25 and provides advice on the most
‘Essential Protection and Investment/Saving Allocations’
Congrats. You are advancing in your career. Your salary has increased, so does your Aspiration... of
buying that Dream flat, buying a new Car or that destination Wedding....
“Goal” product, is suited for the age group of 25-30 and provides advice on how to stay focussed on
your investment goals and wade off the distractions
Congrats. You have worked very hard to put your career in a Growth Path..... Most of us get
confused here and you will find a ‘Turbo effect’ in your day to day expenses and commitment
towards Loans.... Leading to drifting away from your allocation to Investments
“Turbo Shot” product, is suited for the age group of 30-35 and provides advice on how to stay to
accelerate your Investments alongside managing your EMIs
G-35, Cinewonder Mall, Ghodbunder Road, Thane West Page 2
Congrats.... Congrats..... Congrats..... You are really climbing the ladder quickly and moving at a very
rapid pace..... Hey wait.... Do you have Plan A, Plan B and Plan C??
“Safety Net” product, is suited for the age group of 35-40 and provides advice on effectively
controlling your EMIs, Debt Management and allocating a portion Savings/Investments towards
Fixed Income generation.... i.e., having a solid Plan B in place
Give a pat to Yourself.... You deserve a lot of credit for having managed your expenses well and
maintaining a good financial and Investment discipline.....
‘Oiling the Machine’ product, is suited for the age group of 40-50 and provides advice on how to
effectively allocate more towards your ‘Retirement’ corpus fund
Isnt this a beautiful View – who doesn’t like to have a soothing experience of enjoying ‘The Sunset’,
sit back and relax after all the hard work done through the years
This product, is suited for the age group of 50 and above, and provides advice on how to allocate
your Investments in a way to provide a Fixed and steady source of Income, right from the day you
have retired
G-35, Cinewonder Mall, Ghodbunder Road, Thane West Page 3
Founders Profile
Wealth Quotient is founded in the year December 2017 by R. Gowrishankar.
Gowrishankar has an enriching 16+ years of leadership experience in Retail banking, BFSI and Global
Investment Banking operations. Gowrishankar has been involved with premier Global Banking
institutions – JP Morgan, Nomura, Citibank. His expertise lies in Product Development and managing
Operations and has a deep understanding of Capital Market operations, Funds Transfer, Treasury
management, Private banking, Foreign exchange and Nostro Reconciliations.
Gowrishankar holds a Post Graduate in Commerce from Mumbai University and a Post Graduate in
Business Management from ITM, Mumbai.
Wealth Quotient currently serves a client base of 100+ families and managing an AUM of 5 cr +
G-35, Cinewonder Mall, Ghodbunder Road, Thane West Page 4
