The Financial Well Being

About The Financial Well Being (TFWB)
"CARELESS Living to CAREFREE Living... Life is a tightrope walk... Whether we go all the way or tumble over,depends on the choices we make..."

With a complex web of financial products and services in the market, clients today face a Problem of Plenty. Making the right choices therefore requires us to be able to see through this clutter. At Sushil, we help our clients tread this fine line of life with meticulous planning and prudent financial choices, so as to make both the journey and the destination, beautiful as well as meaningful. TFWB (The Financial Well-Being) is one such attempt to reach out to our society, awaken them and equip them with the necessary knowledge and instruments to bring about Financial Well-Being into their lives.
Financial Well-Being represents
Our Three Core Pillars
Safety-and-security
Safety & Security
Goal-planning
Goal Planning
Wealth-creation
Wealth Creation
Through a series of Investor Awareness Classroom Programmes, the TFWB concept has been extended FREE of COST, to more than 2000 investors (both new and seasoned) across varying age and income categories. Due to the overwhelming response, we have decided to roll-out more sessions of this programme at periodic intervals
The Financial
Well-Being
Insightful… Actionable… More than three decades
of experience and actionable insights brought in
to simplify your finances and your life.
REGISTER NOW
For our Upcoming Webinar


FINANCIAL GOALS
Step away from planning your goal.

There’s more to life than just LIVING. Life becomes meaningful when you have something worthwhile to live for. Our family goals & milestones make our lives richer and fuller. However, our goals may well be far more challenging than we could possibly imagine.
Here’s why
Money loses its value overtime due to inflation
You could lose half of your money’s worth every 12 years or so
The perceived comfort and safety of guaranteed returns draws us towards inefficient instruments
Remember, you could possibly be guaranteeing yourself a LOSS

So plan your goals Today. Take control before it is too late. Retirement, Education or Wedding. Car or a Dream Vacation. All you need to do is:
Identify the Goal
Know the time frame
Pick the right instrument
Take adequate exposure
Stay invested with discipline

and Watch the power of compounding spell its magic.
ATTENTION INVESTORS:
• Precautions for clients dealing in options • || • Investor Charter : Annexure A – Stock Broker | Annexure A – Research Analyst (RA) | Annexure A – Investor Charter -DP • || • Advisory for KYC updation • || • Advisory for Investors • || • Investor Awareness regarding the revised guidelines on Margin Collection • || • Link your Aadhar number with us here. • || • IPO Subscription: " UPI Mechanism is Compulsory for Retail Investors. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account." • || • Prevent Unauthorized Transactions in your Demat Account remains in investor's account." • || • Prevent Unauthorized Transactions in your Demat Account- Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. “ISSUED IN THE INTEREST OF INVESTORS” "Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day . Issued in the interest of Investors."
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Registered Office : Sushil Financial Services Private Limited., 12, Homji Street Fort Mumbai-400 001 • Tel. No. +91-22-40936000 • Fax No. +91-22-22665758 • Email: info@sushilfinance.com

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. Receive alerts on your Registered Mobile number for all debit and other important transactions in your demat account directly from CDSL on the same day. Prevent unauthorised transactions in your account Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day.

Sushil Financial Services Private Limited - CIN No. U67120MH1991PTC063438- Member : BSE/ NSE. SEBI Registration No. - INZ000165135.. Depository Participant (CDSL) SEBI Registration No.- IN-DP-504-2020. Research Analyst SEBI Registration No.- INH000000867. IPO Distributor. AMFI Registered Mutual Fund Distributor ARN No. 77875 Registered Since : 04-Jan-2010 Valid till : 03-Jan-2027 .

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