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Financial planning & insurance advisory

Financial clarity,
built around your life.

SecureWealthPlans pairs licensed advisors with practical insurance and investment plans — so your money supports the life you're actually living, not a generic model portfolio.

Book a free consultation See our plans
5,000+
Families advised
6 yrs
Advising families & businesses
2000+
Policies & portfolios managed
A SecureWealthPlans advisor reviewing a plan with a client
11 days
Average claim payout for clients we file on behalf of
How a plan looks

Every allocation starts from your cash flow

This is a sample balanced-growth mix. Yours will look completely different — we carefully size the reserve and insurance layer first, then invest what's genuinely long-term money.

Sample allocation — Balanced Growth

Illustrative
Equities 45%
Bonds 25%
Insurance-linked reserves 15%
Cash 15%
5-year portfolio trend · illustrative example, not a guarantee of future performance
A SecureWealthPlans advisor reviewing a plan with clients in person
2020
The year we opened our first office
Our story

Three decades of steady, unglamorous advice

SecureWealthPlans started in 1990 as a two-person insurance practice above a hardware store. Clients kept asking the same question: not "what's the hottest fund," but "will my family be okay." That question still shapes how we work — we underwrite risk before we chase returns.

Today our advisors hold CFP and CLU designations, and every plan is reviewed against your actual cash flow, not a model portfolio built for someone else.

CFP & CLU designations Licensed in all 50 states Flat-fee, no commissions
  • Fiduciary standard advisors
  • Licensed in all 50 states
  • Transparent, flat-fee pricing
  • Real advisors, 24/7 support line
Why SecureWealthPlans

A plan that fits your numbers, not a template

Certified planners

Every advisor holds a CFP, CLU, or ChFC designation and completes ongoing fiduciary training to deliver tailored, highly expert financial strategies designed specifically for your long-term wealth stability.

Underwritten partners

We work with A-rated carriers only, so claims get paid, not delayed or denied, giving your family dependable financial protection during critical life events without unexpected bureaucratic hurdles.

Plans, not products

We start from your cash flow and goals, then choose the coverage and accounts that fit — never the reverse, ensuring every single recommendation directly serves your unique personal ambitions.

Transparent fees

One flat advisory fee, disclosed up front. No hidden commissions steering your recommendation, ensuring our advice remains fully aligned with your financial success and peace of mind always.

Nationwide licensing

Licensed to advise and place coverage in all 50 states, with local advisors in most major metros ready to assist you wherever your career and retirement plans might lead.

Human support

A named advisor and a 24/7 client line — no ticket queue, no chatbot triage, giving you direct access to dedicated human experts whenever urgent financial questions or decisions arise day or night.

What we manage
6

core coverage & investment lines, chosen and reviewed together as one plan

Life Insurance
18,000 policyholders
Health & Disability
9,400 members
Retirement Planning
6,100 plans
Wealth Management
$2.4B managed
Home & Auto Insurance
12,700 policies
Estate & Legacy Planning
3,300 estates
Advisory plans

Flat-fee pricing, no hidden commissions

Pick the level of ongoing advice you need. Every tier includes a fiduciary advisor — you're never paying for a product pushed to hit a quota.

Essential

A one-time plan and annual check-in for people just getting their finances in order.

₹3,999 / month
Billed annually, or ₹4,799 month-to-month
  • Written financial plan & cash-flow review
  • Annual portfolio & insurance check-in
  • Email support, 2 business-day response
  • Dedicated named advisor
  • Claims filing on your behalf
Get started
Most popular
Growth

Ongoing planning and investment management for households building wealth.

₹9,999 / month
Billed annually, or ₹11,999 month-to-month
  • Everything in Essential
  • Dedicated named advisor
  • Quarterly portfolio rebalancing
  • Life, health & disability review
  • Claims filing on your behalf
Book a consultation
Legacy

Full-service planning for families and business owners with complex estates.

₹22,999 / month
Billed annually, or ₹26,999 month-to-month
  • Everything in Growth
  • Estate, trust & succession planning
  • Coordination with your attorney & CPA
  • Priority 24/7 advisor line
  • Annual in-person strategy session
Talk to an advisor
Managing over ₹15 Cr in assets or need a custom corporate plan? Get a tailored quote.
Featured tools & partners

Financial tools worth knowing about

Credit Building Self.com credit building tools
Tool spotlight

Self.com — Credit Building

Financial tools and credit score improvement, designed for people building or repairing credit history from the ground up.

  • Credit-builder accounts reported to major bureaus
  • Score tracking and progress alerts
  • No hard credit check to get started
Visit Self.com
Checking Account Chime modern banking app
Tool spotlight

Chime — Checking Account

Modern banking and financial technology built around a fee-light checking account and an app-first experience.

  • No monthly maintenance or overdraft fees on qualifying accounts
  • Early access to direct deposit
  • Automatic savings round-ups
Visit Chime
Reverse Mortgage Mutual of Omaha reverse mortgage and senior financial products
Tool spotlight

Mutual of Omaha — Reverse Mortgage

Senior-focused financial products and home equity insurance, built to help homeowners turn home equity into retirement cash flow.

  • Home Equity Conversion Mortgage (HECM) options
  • No monthly mortgage payments required
  • Backed by a long-standing insurance carrier
Visit Mutual of Omaha
Money Transfer Western Union international remittance services
Tool spotlight

Western Union — Money Transfer

International remittance and financial services, with one of the largest cash pickup and mobile transfer networks in the world.

  • Send money to 200+ countries and territories
  • Cash pickup, bank deposit, or mobile wallet options
  • In-app tracking for every transfer
Visit Western Union

+91-9867563467

Call a licensed advisor directly — no bot, no ticket queue, 24/7.
Meet the team

Advisors who sign their own recommendations

Margaret Colton, Lead Financial Planner
Anuj Gupta
Lead Financial Planner, CFP
Ravi Desai, Insurance Advisory Director
Sunaina Tiwari
Investment Strategist, CFA
Elena Fontaine, Investment Strategist
Sunaina Tiwari
Investment Strategist, CFA
Samuel Achebe, Estate and Risk Planning
Shashank Ketkar
Estate & Risk Planning, CLU
Client stories

What clients tell us after the first year

“
★★★★★

Our advisor walked us through why our old life insurance policy was actually underfunded — something two previous agents never mentioned.

AS
Aditi Sharma
Client since 2019 · Mumbai
“
★★★★★

The fee is flat and disclosed on page one of the plan. I finally understand every single detail of what I'm paying for and why.

RK
Rohit Kapoor
Client since 2021 · Bengaluru
“
★★★★★

When we filed a claim after the flood, our advisor handled the paperwork with the carrier directly. Payout came in eleven days.

PN
Priya Nair
Client since 2017 · Pune