Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
Our Values
Honesty, Transparency, and Strong Protocols in Following Systems & Processes
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Honesty, Transparency, and Strong Protocols in Following Systems & Processes
The Importance of money management and Goal based financial Planning
The Importance of money management and Goal based financial Planning
Integrating Money Management with financial planning is essential for achieving long-term success and stability.
When these two aspects are aligned, individuals can make informed decisions, set achievable goals, and pave the way for a secure and fulfilling future.
Benefits of Aligning Money and Financial Goals
Benefits of Aligning Money and Financial Goals
Enhanced decision-making
Enhanced decision-making
Aligning Money and financial goals provides a clear framework for making strategic decisions regarding professional growth and financial stability.
Improved Satisfaction
Improved Satisfaction
It leads to a sense of fulfillment, as individuals can pursue careers that align with their passions while ensuring financial security.
Successful Life
Successful Life
Aligning goals reduces financial concerns, allowing individuals to focus on their career growth without compromising their financial well-being.
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Secure Your Future: Life Insurance, Health Insurance, & Smart Investments in One Place!
Life Insurance Solutions
Life Insurance Solutions
18 years of securing dreams. A lifetime of Fikar Free Futures.
Join 750+ customers who trust Wealth and Protect to protect their tomorrow, today.
Health Insurance Solutions
Health Insurance Solutions
Please don't leave your health to chance. Get comprehensive health coverage with our trusted Health and Mediclaim Plans
Mutual Fund Solutions
Mutual Fund Solutions
Mutual funds offer diversified investment options, professional management, and potential wealth growth. They provide flexibility, liquidity, and tax benefits, making investing easy for everyone. Start your journey towards financial success with a well-managed mutual fund today!
Money Management + Goal-Based Planning = "Financial Planning."
अब करो, अपने Personal Finance को perfectly plan
Meet your Coach
Meet your Coach
Jayashri Rathod
MDRT Qualified Financial Advisor
I am more than a Financial Advisor—I am a guardian of dreams, mentor and an architect of financial stability & prosperity.
Jayashri Rathod is a trusted and MDRT-qualified financial advisor, specializing in comprehensive solutions across life insurance, health insurance, and mutual fund investments. With a strong client-first philosophy, she helps individuals, families, and business owners build robust financial foundations through the right balance of protection and wealth creation.
Through disciplined planning, continuous learning, and global benchmarks such as MDRT, she consistently strives to deliver internationally recognized standards of advisory service.
Our Vision
To be a trusted financial advisor known for integrity, excellence, and impactful financial planning that transforms lives and builds lasting wealth across generations.
Our Mission
To provide trustworthy, personalized protection and investment solutions through insurance and mutual funds, helping individuals and families achieve long-term financial security with confidence.
Our Values
Integrity, Trust, Excellence, Commitment, Growth
Testimonials
Testimonials
Rahul & Sneha Kulkarni, Pune
⭐⭐⭐⭐⭐
"Mrs. Jayashri Rathod is an outstanding financial advisor who truly understands her clients’ needs. She helped us select the right life insurance and wealth-building plans that perfectly align with our family’s goals. Her professional approach and genuine care make her a trusted name in financial planning.".
Vikas Deshmukh, IT Professional, Pune
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"Jayashri Rathod guided me with a clear financial plan for my child’s education and mutual fund investments. Her advice is practical, transparent, and easy to understand. Thanks to her, I now have a structured path toward securing my child’s future and growing my wealth."
संदीप शर्मा, पुणे
⭐⭐⭐⭐⭐
ज्योश्री राठौड़ जी ने हमारे परिवार के लिए जीवन बीमा और निवेश की बेहतरीन योजना बनाई। उन्होंने बहुत सरल भाषा में सब कुछ समझाया और हमारे भविष्य को सुरक्षित करने में मदद की। वह एक सच्ची और अनुभवी सलाहकार हैं।
नीता पाटिल, गृहिणी, पुणे
⭐⭐⭐⭐⭐
"मेरे बच्चे की पढ़ाई और बचत योजना के लिए ज्योश्री राठौड़ जी ने जो मार्गदर्शन दिया, वह बहुत ही उपयोगी रहा। उन्होंने हमारे बजट और लक्ष्यों के अनुसार सही म्यूचुअल फंड और बीमा योजना सुझाई। अब हम अपने बच्चे के भविष्य के लिए निश्चिंत हैं।"
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