Working on your financial fitness today?
It will decide your freedom tomorrow!

Just like being fit can add quality to your years (and years to your life), being well-planned & pragmatic with money can help you:

  • Live your dream lifestyle with dignity
  • Pursue your hobbies & interests
  • Avoid the anxiety of living paycheck to paycheck
  • Be ready to face any crisis or unexpected emergencies
  • Keep your family happy & secure

With these results in mind, we’re bringing you “Polywealth Clinic,” an end-to-end, one-stop hub not just to solve but also to understand all your personal money problems with reliable, practical guidance.

It’s good to have questions.
That’s exactly why we’re here.

Read these FAQs to understand how we can work with you best.

Of course, we can! We’re based out of Mumbai so we’ll be happy to meet face to face if you’re in town. But if you’re in India or an NRI, we can connect on Zoom/Google Meet, too!

Just drop our Founder Mr. Bhooshan Rege a line at +91 982030 1288 or email your.freedom@polywealth.com.

We’ll set up a discovery call to understand your needs & goals.

No, we are not a “get-rich-quick” scheme. Our guidance will only make you smart with your money. Only consistent effort and planning over many years can make you “rich” in the long-term sense of the world.

Not really. When we say we’re a partnership with our clients, we mean it. We provide the best tailored strategies to you, but ultimately trust you to take the calls.

We are a commitment-free partner who put your financial freedom on the top of our list. Please email us for a discovery call so we can plan our partnership accordingly.

Meet our Founder & Director, Bhooshan Rege

Know my story

Let’s hear your story!

Tell us your needs, dreams & worries. We’ll find you a solution…

Fill this form to get in touch

Meet our Founder,
Bhooshan Rege

With a rich track record of 30+ years in banking and now pursuing trading & trader training on my own, I’m living a happy retired life with my small family in Mumbai – that’s something I’d love to see you experience one day, too! I am accredited by top trusted institutions to create financial strategies for you.

KNOW MORE

Where can we help?

Polywealth Clinic offers services for both Corporates/Large Groups & Individuals.

Trainings for Corporates/Groups

Call us to your office or organization to educate your teams & empower them with the right knowledge so that they can focus on growing with you & deliver their best at work.

We’re always interested in conducting exciting seminars, webinars & interactive educational session on any of these topics – and we will tailor each seminar to your needs, too!

  • Retirement Planning – Basics of how to work towards a stress-free retirement

  • Mastering Sales in Banking – For early-stage banking professionals or students

  • Conquering Risk in your Life – The basics of Risk Management & Planning

  • How to audit & plan your Personal Finances – Achieving Financial Freedom

  • Special for Housewives, Students & Teenagers – Basics of Personal Finance

Guidance for Individuals

Everyone has different needs at different points in their lives. So our guidance is tailored to your specific situation, both present and the desired future. That said, we can certainly provide niche & reliable expertise in the following areas.

Mutual Funds

Insurance

Secure the future for yourself & your loved ones with protection for life, non-life assets and motor

Loan against Security

Secure safe loans that fulfill your needs or help you in times of emergency. We take out the burden by helping you plan it all

Portfolio Management

Never put your eggs in one basket. So we review your current portfolio (or create a new one) to ensure you’re investing wisely

Other Financial Avenues

WWS (Will Writing Services),
NPS (National Pension Scheme), SMB (Secondary Market Bonds), Capital Market & IPO Cash Segment, Asset Allocation

General Guidance

We believe in being there for you and for your family in your absence. So reach out to us for motivation, financial education or just a fun session over hot chai :)