Welcome to Zyra Wealth

We are a team of dedicated financial experts providing strategic investment, insurance, and wealth management solutions to secure your future.

Our Strategy

Beyond Money: The Wealth Framework

Zyra Wealth is led by Mr. Sakshar Khurana, whose strategic foresight and commitment to client success drive our services. Under his leadership, we deliver trusted financial solutions, tailored investments, and expert guidance to help individuals and businesses achieve their long-term goals with confidence.

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Asset Allocation

Sakshar Khurana offers strategic insights tailored to your goals, ensuring your investments align with your risk appetite and future needs.

Portfolio Diversification

His advisory is rooted in understanding each client’s unique situation, delivering solutions with integrity, clarity, and consistent follow-through.

SIP & Step-Up SIP

With deep expertise in mutual funds and financial planning, Sakshar stays ahead of market trends to optimise your portfolio performance.

Product Diversification

Known for transparent dealings and ethical practices, he builds lasting relationships based on trust, reliability, and measurable results.

Our Services

Empowering your financial journey with trusted solutions tailored to your goals.

Mutual Funds

Professional recommendations to build a diversified portfolio aligned with your risk profile and financial aspirations.

Insurance

Comprehensive health, life, and general insurance solutions to safeguard your family’s future and assets.

Fixed Deposits

Secure your savings with fixed deposits offering assured returns and flexible tenures to suit your needs.

Bonds & NCDs

Access a curated selection of bonds and non-convertible debentures to generate stable income with lower risk.

Unlisted Shares

Diversify your portfolio with pre-IPO and unlisted equity opportunities for potential long-term wealth creation.

Loans & Credit

Tailored loan solutions to meet your personal, business, and property funding requirements with trusted partners.

Features

Empowering your financial journey with tools that simplify, plan, and secure your future effectively.

Goal Planning Tools

Define, track, and achieve your financial goals seamlessly. Whether it's retirement, education, or wealth creation, plan with precision using our advanced goal planning calculators and advisory support.

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Goal Planning Tools Financial Goals
Financial Planning Tools

Financial Planning Tools

Integrate your investments, insurance, and savings with comprehensive financial planning tools. Get tailored insights to optimize returns, reduce risks, and achieve long-term security with confidence.

  • Personalized financial analysis and insights.
  • Holistic planning covering all asset classes.
  • Proactive rebalancing strategies for market shifts.
Start Planning

Frequently Asked Questions

Get clear answers to your most common financial queries. Empower your decisions with our expert insights and advisory-driven clarity.

1. What is the minimum investment required for Mutual Funds?

You can start investing in mutual funds with as low as ₹500 through SIP (Systematic Investment Plan). This makes it accessible for investors at any stage to build disciplined wealth creation strategies.

2. Are Fixed Deposits safer than Mutual Funds?

Fixed Deposits offer capital protection with assured returns, ideal for conservative investors. Mutual Funds, while market-linked and with varying risk levels, potentially deliver higher returns over the long term compared to FDs.

3. Why should I consider Insurance as part of financial planning?

Insurance provides critical risk coverage to protect your family’s financial stability. It ensures that in the event of health issues, accidents, or untimely demise, your goals remain secure without disrupting savings or investments.

4. What are the benefits of investing in Bonds?

Bonds offer predictable returns with relatively lower risk compared to equities. They provide portfolio stability, regular income through interest, and are a strategic tool for balanced asset allocation.

5. How can Zyra Wealth assist in my overall financial planning?

We offer end-to-end financial advisory, from Mutual Funds, Insurance, and FDs to Bonds, Unlisted Shares, and Loans. Our goal is to align your investments with your goals through structured, research-driven, and client-first approaches.

Take Charge of Your Financial Future

Connect with Zyra Wealth today for personalised investment solutions and expert guidance to achieve your goals with confidence and clarity.

Start Your Financial Journey Now