At SP Wealth Creation, we understand the unique financial landscape that High-Net-Worth Individuals navigate. Under the leadership of our founder, CA Priyanka Nahata, a seasoned Chartered Accountant with a proven track record, our expertise in wealth management is unparalleled.
Our financial planning services go beyond the ordinary, offering personalized investment strategies crafted to align with your financial goals. From traditional investments to exploring opportunities in alternative assets, we ensure your portfolio is diversified for optimal returns.
Comprehensive Wealth Assessment
Evaluate assets, liabilities, goals for personalized wealth management strategies.
Strategic Investment Planning
Craft diverse portfolios aligned with goals for optimized, risk-managed returns.
Tax Optimization Strategies
Minimize tax impact with efficient investments, capital gains management, and deductions.
Portfolio Creation & Maintenance
Craft diversified portfolios, optimize assets, and ensure continuous performance.
Risk Management
Mitigate risks through comprehensive insurance and strategic risk management solutions.
Mutual Funds Advisory
Expert advice on selecting and managing mutual funds for optimal returns.
Why Us
What Makes SP Wealth Creation Different
At SP Wealth Creation, we recognize that the financial journey of High-Net-Worth Individuals (HNIs) requires a unique and sophisticated approach. Here's why SP Wealth Creation stands out as your preferred partner in wealth management and financial planning:
Book a Free Consultation
Elevate Your Financial Journey
Embark on a journey of financial prosperity with SP Wealth Creation. Schedule a consultation with CA Priyanka Nahata and our expert team to experience bespoke financial planning and wealth management crafted exclusively for HNIs in Kolkata.
Contact us today to schedule your consultation and take the first step towards securing your financial legacy.
"SP Wealth Creation has been instrumental in managing our family's wealth. CA Priyanka Nahata's expertise and the team's dedication have resulted in exceptional outcomes."
Sandeep Gupta
"I appreciate the strategic investment guidance provided by SP Wealth Creation. The team's attention to detail and CA Priyanka Nahata's insightful advice have significantly contributed to the growth of my portfolio."
