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.
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.
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.
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
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
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.
Our experience and knowledge in various avenues of Investments and a strong research based solutions brings confidence and faith in the structure.
We devise customized solutions to our customer’s unique needs and have guided them in their pursuits and assisted them to realize their goals.
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.
Get In Touch
In case of any questions you may have, feel free to reach out to us!
Financial Planning Stages
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.
Your dedication and timely intervention on moving funds based on performance was immensely helpful and made us achieve our goals. Keep up the good work.
Guru has been a trustworthy financial adviser and has a very deep knowledge regarding managing portfolios. I consider Guru as a friend rather than a service provider. His recommendations regarding investments have always been correct.
Guru has in-depth knowledge in investment and insurance. He has been advising us in financial planning and insurance which helped us to make right choice in planning and making our investment.
I must congratulate Billfold and Guru Raja on their continued growth in the field of wealth management and investment advise. I have personally known Guru Raja for more than a decade and he has always maintained the highest standards of ethics with unwavering focus on the client's needs.