Who Are We

Billfold was founded in the year 2007. Our team collectively has a rich experience of over two decades in the financial services and Insurance domain.

Our Approach

BUILD LONG-TERM VALUE

Our customized solutions and constant review by making you stay on track with your goal plan, help you build long term value.

WIDEN YOUR FINANCIAL SCOPE

By focusing on the Risk profile, Asset allocation, diversify your investments, having a right portfolio mix.

UNFOLD MYTHS AROUND YOU

Our expertise will guide you through Wealth creation process, managing it by continuous reviews to stay on track with goals set.

Whom We Serve

Our goal has always been to work with individuals and families who seek out the advice and implement guidance best suited to their needs.

Financial discipline in youth yields extraordinary results later in life.

Sooner the habit of wealth building is incorporated, better are the chances to secure future.

  • Minimizing debts, maximizing savings
  • Automated deposits
  • Short & medium term savings
  • Saving for vehicle, home
  • Long term savings & investments by building an investment portfolio
  • Insurance cover

Product & Services

  • Financial Advisory
  • Mutual Fund Advisory
  • Wealth Advisory
  • Retirement Advisory
  • Insurance Advisory
  • NRI Consulting

By now, you probably have a financial plan in place, either with the help of a financial planner or through your own research.

You’re heading into your peak earning years, but your time horizon is shrinking. Budgeting becomes more important than ever.

  • Setting up an emergency fund
  • Saving for your children’s education is a priority
  • Estate planning
  • Apart from individual life cover, consider dependents as part of it

Product & Services

  • Financial Advisory
  • Mutual Fund Advisory
  • Wealth Advisory
  • Retirement Advisory
  • Insurance Advisory
  • NRI Consulting

In this decade, review your financial plans to evaluate their relevance and take necessary actions to make sure that you’re on track.

It becomes highly important to assess your tolerance for risk taking, and to avoid making bad money choices.

  • Review estate planning regularly
  • Consider savings for Holidays, Grand Children
  • Pay off property so to have fewer expenses leading up to retirement
  • Medical insurance maintenance

Product & Services

  • Financial Advisory
  • Mutual Fund Advisory
  • Wealth Advisory
  • Retirement Advisory
  • Insurance Advisory
  • NRI Consulting

Wealth is more than what is measured on a balance sheet. Wealth includes our families, our careers and partners, even our future and dream.

A fresh plan for the new innings, as this period is quite different from that of the earlier period with an all new perspective.

  • Rebalance the portfolio with Asset Allocation process to suit the present risk profile
  • Set Cash-flow according to the standard of life factoring inflation for the rest of the years
  • Leveraging of Assets
  • Putting an Asset transmission plan in place

Above are a few thoughts and a detailed interaction with us will help you to have a plan for your unique needs and regular reviews will help to fulfil them.

Product & Services

  • Financial Advisory
  • Mutual Fund Advisory
  • Wealth Advisory
  • Retirement Advisory
  • Insurance Advisory
  • NRI Consulting

As an Entrepreneur, you would like to examine all the possible ways to make success, that’s the very essential nature of an entrepreneur, as an entrepreneur there is need to exercise wisdom, a few aspects you may want to consider

  • Do a Personal Financial Assessment
  • List your assets
  • List your liabilities
  • Provision for contingencies
  • Essential Insurances to protect life and health
  • Legal documentation
  • Elimination of unsecured debts

Product & Services

  • Financial Advisory
  • Mutual Fund Advisory
  • Wealth Advisory
  • Retirement Advisory
  • Insurance Advisory
  • NRI Consulting

You would want to increase investments in multiple horizons. Sources of wealth must be channelized properly.

 Few broad areas of consideration which can build up great portfolio in near future include:

  • Investment funds & alternate investment funds
  • Structured products.
  • Fixed income investments
  • Cash deposits
  • Real estate
  • Primary business

Product & Services

  • Financial Advisory
  • Mutual Fund Advisory
  • Wealth Advisory
  • Retirement Advisory
  • Insurance Advisory
  • NRI Consulting

Why Choose Us

Commitment, Trust, Peace of Mind and Guidance are the fundamentals of our practice. Our experience of over 2 decades, our expertise in finance and investment and our understanding of diverse asset classes provides a holistic approach.

Resourceful Advisor

Our experience and knowledge in various avenues of Investments and a strong research based solutions brings confidence and faith in the structure.

Impactful Model

We devise customized solutions to our customer’s unique needs and have guided them in their pursuits and assisted them to realize their goals.

Asset Allocation

We aim to balance Risk and Rewards, keeping in mind your goals, risk appetite and investment horizon.

What We Offer

Our services are aimed at resolving your financial, retirement and wealth planning to ensure that you progress in your life like you've planned. We make sure that our consultation is easy to grasp and implements for you, even if you are planning for the first time.

Financial Advisory

Our clients trust us for all that a sound certified financial advisor has to offer – experiences, insight and professionalism.

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Retirement Advisory

We guide you to effortlessly build your retirement fund with simple solutions, which lets you live with self-respect and satisfaction.

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Mutual Fund Advisory

This class of asset is emerging as the choicest investment of most people, needs guidance and handholding, which Billfold is well equipped off.

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Insurance Advisory

Life as it presents itself to us; insurance is something you cannot do without. But can you buy just about any? Let's help you there!

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Wealth Advisory

We offer aggregated financial services for the benefit of High Net worth Individuals and our clients are the testimony for our services.

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NRI Consulting

Looking for financial planning for NRIs living abroad or those who plan to relocate back to India? Billfold is just the place.

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Get In Touch

In case of any questions you may have, feel free to reach out to us!

Financial Planning Stages

Let’s build your dream Financial Plan with us.

Get complete financial portfolio management on your fingertips.

Our Happy Customers

Actions may speak louder than words, but our customers' words are a proof of how much they trust us. Here are some kind words.

Our AMC Partners