About Us

A2ZWEALTHPLANNER is venture promoted by Shri. Vijaykumar Oswall Head of OSWAL INVESTMENTS GROUP. The pioneer organization stand with four solid pillars of Experience, Expertise, Ethics & Education.

We believe that integrity cannot be bought and that trust must be earned. That's why we always follow CUSTOMER CENTRIC APPROACH rather than Product Centric Approach.

Our Preposition

  • Locate realistic financial and personal goals
  • Guarantees rolling your money till the period of retirement
  • Develop realistic plans by addressing financial weaknesses
  • Put your plans into actions through monitoring its progress regularly

Financial Planning

Finding it difficult to map your financial future? Thinking of consulting financial planning experts?

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Insurance Management

Covering yourself under the umbrella of insurance is extremely important especially to mitigate the risk. 

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Tax Advisory

Are you the one who is tired of spending every last quarter financial year in extreme worries? 

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SIP Investments

Investing a fixed sum of money at pre defined frequencies in mutual funds for long term gains 

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Wealth Management

Acheive your financial goals by developing strategies to sail through the financial turmoil. 

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Risk Management

Proven ability to accurately assess risk and protect you from unexpected and unfavorable outputs. 

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CERTIFIED FINANCIAL PLANNER,CFP are owned by Financial Planning Standard Board Ltd.(FPSB)outside the United States. FPSB India is the marks licensing authority for the CFP marks in India through agreement with the FPSB. Copyright © | Software solutions for financial planners by Wolters Kluwer.