AMFI-Registered Mutual Fund Distributor

Welcome To Bright Wealth Ideas

I am Raghupreet Singh Kanwar, a banking and financial services professional with 26 years in the industry. After having spent 17 years with various banks like, IDBI, ICICI Bank, Citibank and ICICI Securities (Private Wealth) Ltd, I started my own venture on the financial services domain. I was awarded by CNBC TV 18 in the year 2016-17 for my work in the segment.

Our Service & Products

Mutual Funds

Mutual funds are a type of certified managed combined investment scheme that gathers money from many investors to buy securities.

Health Insurance

A health insurance plan that covers critical illness means you can insure yourself against the risk of serious illness in much the same way.

Life Insurance

As the name suggests, Life Insurance India secures your life from financial losses, which occurred due to the unexpected.

Insurance Planning

Insurance is a contract of indemnity ie. The insurer agrees to pay the insured a certain sum of money either on the happening or the non-happening of a certain event.

Estate Planning

The planning includes the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.

Tax Planning

Paying taxes is our duty – definitely (and statistically) not one of the peoples’ favorites. Almost every salaried man groans when tax is being deducted from his salary.

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

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