Invest in Your Future
Boutique financial services that make your money work harder than you do. Tax-smart investing, retirement planning, and wealth creation strategies.
About Us
Where Financial Dreams Meet Reality Checks
Wealth Dopes is a boutique financial advisory firm where we turn your financial anxieties into confident celebrations.
From Gen Z's first investments to retirees planning their second innings, we craft personalized strategies that grow with you.
Our 3C Philosophy
- Commit: To your aspirations, not just amounts
- Create: Plans that comfort and deliver
- Compound: Watch wealth grow beyond imagination
Manmeet Singh Khurana
MBA, Certified Financial Planner
25+ years transforming financial dreams into reality across ICICI, SBI, and Dabur. Your wealth's new best friend.
Jasmine Khurana
M.A. Economics, B.Ed, UGC Net
Where economics meets creativity. Turning complex financial jargon into your daily money language.
Services
Your Money's Personal Fitness Trainer
Investment Planning
Turn 'I wish' into 'I will' with mutual funds, stocks, bonds that work overtime.
- • Mutual Funds Selection
- • Stock Portfolio Management
- • Bonds & NCDs
- • Corporate FDs
Tax Optimization
Keep more of what you earn. Because taxes shouldn't be your biggest investment.
- • 80C & 80D Maximization
- • Capital Gains Planning
- • Home Loan Benefits
- • Retirement Tax Strategy
Retirement Planning
Plan your 'later' today. Because Netflix subscriptions don't pay for themselves.
- • PMS Services
- • Pension Planning
- • Estate Planning
- • Risk Management
Corporate Training
Teaching teams to speak money fluently. CFO skills for non-CFOs.
- • Financial Literacy Workshops
- • Investment Education
- • Tax Planning Seminars
- • Custom Programs
Insurance Planning
Life happens. Be ready. Protect what matters most with smart coverage.
- • Life Insurance
- • Health Insurance
- • Term Plans
- • Critical Illness
Portfolio Management
Your money, our expertise. Professional management for serious wealth.
- • PMS Services
- • Wealth Monitoring
- • Regular Rebalancing
- • Performance Tracking
Our Clients
From Gen Z to Second Innings - We Speak Every Money Language
Fresh Grad Goals
First salary? Let's make it multiply faster than your Instagram followers.
- • Vacation fund planning
- • Gadget upgrade savings
- • SIP starter packs
- • Financial literacy boost
Growing Family Plans
From diapers to degrees - plan for every milestone without the stress.
- • Home buying strategy
- • Child education corpus
- • Emergency fund building
- • Insurance coverage
Peak Career Focus
20 years in? Time to make your money work as hard as you have.
- • Retirement acceleration
- • Kids' higher education
- • Wealth consolidation
- • Tax optimization
Single Mothers
Strong alone, stronger with a plan. Financial independence for you and your kids.
- • Child future security
- • Steady income streams
- • Emergency readiness
- • Goal clarity roadmap
Second Innings
Retirement isn't retiring from life. It's upgrading your lifestyle.
- • Travel fund planning
- • Healthcare corpus
- • Estate planning
- • Legacy building
Corporate Clients
From startups to established firms - financial strategies for business growth.
- • Business investment planning
- • Corporate tax optimization
- • Employee benefit schemes
- • Risk management solutions
Process
From 'What's money?' to 'Money works for me' in 6 steps
Gather Client Information
We dig deeper than your bank balance. We understand your dreams.
Establish Goals & Objectives
From 'buy a car' to 'retire at 50' - we list them all.
Analyze Financial Situation
X-ray vision for your finances. What's working, what's not.
Develop & Present Plan
Custom roadmap. No one-size-fits-all. Your life, your plan.
Implement Plan
Time to make moves. We guide, you execute, wealth grows.
Monitor & Review
Life changes, markets shift. We adapt, adjust and accelerate.
From 6 to 80 years young
From minors to septuagenarians, we serve 3 generations. CA to IIM grad, startup to enterprise - everyone's welcome in the Wealth Dopes family.
Understanding Financial Goals
From 'Paisa kaise banega?' to 'Goals achieved!' - Here's how
Listing & Prioritizing Goals
Not all goals are equal. We help you sort the 'must-haves' from the 'nice-to-haves'.
How to Approach a Goal
Break big dreams into bite-sized chunks. ₹1 crore isn't built in a day.
Resource Allocation
Your existing investments aren't dead money. We'll make them dance to your tune.
Education Loan Benefits
No cap on interest deduction u/s 80E. Study now, save taxes later.
Insurance Tax Perks
Health insurance up to ₹75k, life premium up to ₹1.5L. Double benefit!
Home Loan Advantage
₹2L interest deduction u/s 24(b). Your home builds wealth and saves tax.
Tax Optimization = More Money
Equity investments: 12.5% LTCG with ₹1.25L exemption. Beat PPF returns, pay less tax. Win-win!
Tax Optimization
Keep More, Pay Less. Because It's Yours.
Education Loan
No cap on interest deduction u/s 80E. Study now, save forever.
Health Insurance
₹75k deduction u/s 80D. Protect health, save taxes. Double win!
Home Loan
₹2L interest deduction u/s 24(b). Your home builds wealth & saves tax.
Life & Health Insurance
Premium exempted u/s 80C & 80D up to ₹1.5L
Health insurance deduction up to ₹75k for family & parents
Available only in Old tax regime
Equity Investments
Long-term tax (>365 days) at 12.5%
Exemption of ₹1.25L on long-term gains
Better than tax-free options like PPF
What Clients Say
Real Stories, Real Results. Because Results Speak Louder.
"From confused to confident. Wealth Dopes turned my savings into a growing empire!"
"They helped us save ₹3L in taxes last year. That's a family vacation!"
"Retirement planning made simple. Now I travel the world, stress-free!"
"My portfolio grew 18% last year. These guys know their stuff!"
"Single mom, double income. They made my money work overtime!"
"From debt to wealth. They rewrote my financial story!"