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Global Portfolio Diversification is the science of safeguarding guarding against the risks of being invested in a single geographic market. WealthOK has made it possible to invest directly in shares, mutual funds and capital protected solutions of not only USA but also of many top-tier jurisdictions across the globe, with tax-efficiency. This service will help

Emergency mitigation planning is the application of lifetime financial planning which is utilized as a result of sudden occurrence of unforeseeable events. Mitigation means to reduce the negative impact of anything that causes harm. It is nearly impossible to time events in life that do not have any definitive occurrence timeline. Plus, it is not

Retirement planning is the process of financially securing a client’s retirement life with accurate determination of retirement income goals and the financial decisions necessary to achieve those goals in the long term. Retirement is a stage of life where a client may or may not have a regular source of income and the expenses of life (including healthcare)

Wealth management is the science of managing an individual’s assets by developing the utmost optimized investment strategy. This investment strategy is developed using a holistic approach across all asset classes and keeping in mind only the best interest of the client in the short, medium and long term for effective capital growth. At WealthOK, using

Lifetime financial planning is the science of effectively creating long term financial security and guiding individuals (or clients) in all major financial decisions that need to be taken carefully across all milestones during their lifetime using a professionally structured and well-planned approach. Financial goals vary from person to person and change from time to time.

WealthOK also offers its clients a free of charge, state of the art DEMAT investment platform, from a stock exchange listed organization. This enables our clients to access a diversified range of investment products and the opportunity to start investing independently. Please explore our products section to learn about the products available and their properties.

Education Planning is the process of determining accurately the funds required to completely fund ones children’s education while investing the least amount of money and potentially offering the client’s children a potentially debt free education. “Being able to give your children a loan free education, is the best gift parents can give to their children.”