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About Us

Our advice philosophy is simple — we put YOU first

At Beeline Wealth Solutions we are a dynamic, client focused and truly independent wealth management practice which provides financial solutions to the individual and corporate market.

Our aim is to deliver a first class client service experience by creating a culture of trust, honesty and integrity in all our dealings.
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Is it an end to the bull phase for debt investors'

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Sebi issued guidelines telling fund houses how to showcase their past performances in case schemes are merged, as a result of this consolidation exercise

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The Transaction tab of our Portfolio Manager helps you track each buy, sell, dividend, bonus or split. You can also filter your transaction history for each investment or transactions in a specific period

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The global rise in yields and the likelihood of central bank bond selling are big risk factors to domestic bonds too

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A stock investment cannot outperform the underlying business, which is why it is important to choose the right business to bet your money on

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When you combine healthcare with investing, a moral dilemma is inevitable

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Dhirendra Kumar says which conservative investment avenues provides tax benefit under Section 80C

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When you use two policies to pay for a single claim, usually only one policy can be used in the cashless form

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When the Centre over borrows from the market, the supply of G-secs swamps the market and crowds out all other borrowers

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Dhirendra Kumar tells why it might be a good idea to withdraw your EPF money after the job

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Appreciating the long-term impact of inflation is difficult, but necessary

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While sharing has its benefits, here are five things you should never share with anyone

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RBI is committed to keeping the CPI inflation rate within a range of 4 per cent plus or minus 2 per cent

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Use the Fund Compare tool to choose the best fund from a set of funds that meets your investment needs

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It is a good idea to stay away from thematic sector funds unless one is very convinced about the sector

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To help you cope with change in the new income tax returns ITR form, you will have to give a breakup of your income, including basic salary, house rent allowance, bonus and professional tax

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If oil prices shoot up beyond the $62 to $63 comfort zone, one can expect Indian interest rates to head higher

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An individual having salary income shall file his return on or before 31st July of the assessment year

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Dhirendra Kumar tells why it might not be a good idea to invest in an aggressive fund for a short time frame

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Market forces are now taking a greater hold over bond prices than the MPC's moves

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Beeline Wealth

We find the optimum investment strategy by understanding our clients’ investment expectations and objectives.

We offer specific services to assist with the delivery of holistic solutions, to complement our investment expertise.

At Beeline, our quantitative and qualitative research on a wide number of investment managers gives us a thorough appreciation of the level of expertise within the industry. We can identify investment managers with credible expertise in certain mandate spaces. By monitoring thousands of live investment portfolios, we acquire an intimate understanding of the investment managers who demonstrate above-average risk-adjusted performance.

Our wide-ranging clients have unique investment requirements, which is why we ensure our investment solutions are appropriate and tailored to meet individual needs. We find the optimum investment strategy by understanding their investment expectations and monitoring a wide universe of investment managers to identify those who have robust strategic and operational controls and have demonstrated an ability to perform.

We take a disciplined and robust approach to identify, select and regularly assess the suitability of investment managers.

What We Can Do For You

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Wealth Management

The cornerstone of our service includes prudent and professional investment management

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Consultancy Resolution

We offer specific services to assist with the delivery of holistic solutions, to complement our investment expertise.

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Assets

At Beeline Consultancy, we act as DSAs to various banks for home loans, Loans against Properties and Car Loans and arrange funds to our NPA clients.

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Insurance

Health insurance, General insurance and some other types of insurance are available.

How to Get Started?

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Get In Touch

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Initial Meeting

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If you Decide to Proceed...

  • Wealth Management

  • consultancy

  • Assets

  • Insurance