Financial Fact Finder Goal Based Planning

Financial Tools

Assessments yourself & get reports Do it yourself and check following information Financial Health Check

Retire Rich

Know More Pension plan after retirement Plan your retirement and get a regular lifelong income Contact Us


Creating Wealth Building Legacy

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Best Tax
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Welcome to Seabucks!

Seabucks Finserv is a financial and investment management company that offers state-of-the-art services in investment planning. We are also AMFI registered mutual fund distributors. As our name suggests, Seabucks Finserv is all about seeing our clients and/or investors happy when their dreams of attaining financial freedom finally becomes a reality. We remain committed to seeing our client’s investments grow and we make this happen through some of the best financial advice money can buy.

As your financial services partner, we handhold and make you walk on your investment journey so that you can achieve your financial goals with ease. We manage all aspects of investments to help protect your investment and see it grow.

With an experience of more than a decade, and serving more than 1000 clients, WCFA Finserv, merged with Seabucks Finserv, with a stronger unit than ever. This merger allows us to bring together our expertise, resources, and services for the betterment of our clients at national and international level with a higher-levels of financial management and support.

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Our Services

Children Education

As parents, we always want our children to have the best of everything, especially education, and the steep rise in the cost of education is a source of concern. This has led many parents to seek out various investment options to fund their children’s education.

Real Estate

Real estate investment is the purchase of a future income stream from property and can offer several advantages over other types of investments, including potentially higher returns, stability, inflation hedging and diversification.

Tax Saving

Making the right decision when choosing the best tax-saving investment will help you build wealth. According to the Income Tax Act of 1961, a person may deduct certain expenses from their taxable income, which lowers their tax obligation.

Wealth Management

Dreams &Aspirations! Everything begins with a dream, whether it’s to retire with Rs 5 crore or to send your children to the best possible school. You must make thorough preparations in advance and abstain from procrastination to make your ambitions come true.

Retirement

We all enjoy making future plans and it’s wise to make plans well in advance for everything. But not everyone has the same propensity when it comes to retirement preparation. Therefore, it should come as no surprise that a retirement poll revealed that over 78 percent of ...

Estate Planning

Estate Planning involves a comprehensive approach to manage this estate during a person’s lifetime and determining how it should be distributed after their death to optimise tax benefits as well as smooth transfers. It goes beyond simply creating ...

Our Products

Bonds

Bonds are units of corporate debt issued by companies and securitized as tradeable assets. In a low-interest rate environment, another investment option that appeals to investors is non-convertible debentures (NCDs) or bonds. Bonds are issued by corporates to raise funds from the public and offer a fixed return generally ...

Equity Trading

A common way to invest through companies traded stocks. Profit can be made during favourable times and more so during unfavourable times

Fixed Deposit

Investors keep looking for investment options offering a higher rate of interest. The company fixed deposits or corporate deposits are popular investment options yielding a fixed interest rate. The returns in company deposits are higher than other competitive fixed return investments.

Portfolio Management

PMS or Portfolio Management Services is a licensed and professional investment service offered to cater to the objectives of niche segment of long term investors.

Mutual Funds

The topic of mutual funds has become a common conversation among young people. The younger generation believes in working hard, living frugally yet life to the fullest, and even saving money for retirement. Even the older generation, who is still in their middle age and beyond...

AIF

An AIF or an Alternate Investment Fund means any fund established or incorporated in India which is a privately pooled..

All Financial Calculators

It tells you how much wealth you can create by making monthly investment.

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It helps you plan for the future expenditure for your child's higher education.

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It helps you to plan for the expenditure to be incurred at the time of m...

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It helps you to plan for saving sufficient amount to take care of your post retirement Household expenses.

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This calculator will calculate the amount you need to save monthly to meet your investment goal.

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This calculator will calculate the amount you need to save monthly to me...

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The EMI (Equated Monthly Installment) calculator helps you calculate

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Regular Investment with an Annual Increase of your SIP amount (Step-up SIP)

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YOUR FINANCIAL HUB ON THE GO WITH SEABUCKS


 

Instant Portfolio Access View your entire portfolio and investment performance in real-time with just one click.

Track Investments Monitor all your holdings, including mutual funds and other assets, from anywhere, anytime.

Seamless Experience The Seabucks app simplifies mutual fund investing, letting you invest, track, and manage your portfolio anytime.

Do it Assessment Yourself!

Financial Fact Finder

In order to provide the best financial solutions for your unique circumstances.

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Financial Health Check

It is an assessment of your personal finances. Asset-Liabilities & Needs-Aspiration.

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Goal Based Planning

It’s a process which helps us in achieving multiple goals across our lifetime.

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FID Document

It is very important that you fill this document properly so that your family is well informed.

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Looking for Answers? Let Us Know

CALL

+91 9205 888 780

CHAT

Expert Assistance round the clock

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Where to Find Us?

What Clients Says?

As an NRI, managing investments can be challenging, but Seabucks FinServ has made the process smooth and hassle-free. Their professionalism, deep understanding of global markets, and personalized service have been invaluable. From portfolio optimization to tax-saving strategies, I trust them completely with my investments. Highly recommended for any NRI looking for expert and reliable financial guidance.

Sandeep Bhardwaj, NRI, Australia

The support from Seabucks feels genuine. Their ongoing portfolio reviews and commitment to keeping clients informed create a trusting relationship that I truly value. The team is always there to answer my queries. Highly recommended

Vani Gupta Dandia, Founder at CherryPeachPlum, Former Marketing Director, PepsiCo

I was really impressed with how thorough and patient the team was. They took the time to explain everything clearly, making sure I was comfortable with each step. I never felt rushed or pressured, just supported and well-informed, which made the entire experience so much easier and stress-free.”

Virat Khullar, Group Head Marketing, Hyundai India

I appreciate how they tailor my portfolio to my risk profile and provide comprehensive market updates every few months. Their financial awareness sessions have been incredibly enlightening!

Archana Aggarwal, Former VP Media, Airtel

Our Founders

Atulesh Jain

Co - Founder

Vishwajeet Parashar

Co - Founder

Our Team

Our Trusted Partners

Seabucks Academy

NPS Vs PPF Vs EPF

NPS Vs PPF Vs EPF

admin / December 25, 2024
NPS Vs PPF Vs EPF: Know how they differ and how they fit in your financial plan NPS Vs PPF...
Read More
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Life Insurance

How much life insurance is necessary to lead a carefree life?

admin / December 4, 2024
Managing life risks is one of the first things you should do, even before you begin investing. Therefore, it is...
Read More
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Investing in NPS ELSS

Investing in NPS, ELSS and buying health insurance help to save maximum tax – Here’s how

admin / August 22, 2015
As an Indian taxpayer, if you choose to stick to the old tax regime as against the new tax regime,...
Read More
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Mutual Fund Mutual Funds Strategy

How to become Crorepati using the power of compounding?

admin / August 21, 2015
Who wouldn’t want a crore of rupees stashed away in their bank account? The good news is that becoming a...
Read More
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Asset Allocation plan

Key to the successful portfolio for creating wealth is via Asset Allocation – Here’s what it is, how to create it

admin / August 20, 2015
Ready to begin your investment journey? Here’s a secret to creating wealth in your portfolio over the long term. And,...
Read More
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Mutual Fund Mutual Funds or Bank Fixed Deposits

Debt Mutual Funds or Bank Fixed Deposits: Which is a Better Investment?

admin / July 22, 2015
Making the right investment choice between Debt Mutual Funds and Bank Fixed Deposits Looking to park funds for 3 to five...
Read More
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Public Provident Fund

ELSS VS PPF VS ULIP Which is the better tax saving option- Find out

admin / July 21, 2015
ELSS Vs ULIP VS PPF: Choosing the right tax saver If you are looking to save tax, it is likely...
Read More
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National Pension Scheme

How NPS helps to save tax and helps to live a worry free retired life?

admin / July 21, 2015
How to retire comfortably by investing in National Pension System  (NPS)  How NPS helps to save tax and give a worry-free...
Read More
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Seabucks FAQs

What Products are advised?

We aim to provide a holistic view of available investments across asset classes including.

How is the Client Advisor Relationship ?

Each Client deals with single advisor.

Advisor available 24/7 over email and telephonically 5 days a week.

Advisor monitored internally by Partner.

Client Data is held with complete confidentiality.

Ongoing queries and email contact is preferred and encouraged.

Privacy and Confidentiality

Client Data and confidentiality is supreme.

We prefer to use passwords for internal security.

Password encryption is followed for reporting purposes.

Client Files are managed to ensure completeness of information and regularity.

How we charge fees?

Our cost gets compensated by our principal partners. Thus, we offer free of cost financial goal-based services.

This keeps us unbiased in our recommendations, ensuring we have only your benefit in mind.

How are product evaluated?

We at Seabucks Finserv, research and track investment options in terms of return risk and qualitative analysis

Foundation of model portfolio options are based on quality research.

Investment solutions are tailor made to clients needs.

Focus remains on meeting client objectives with the correct risk return maturity profile.

What we do ?

We, at Seabucks Finserv, offer a comprehensive financial planning solution that covers budgeting, tax planning, risk-profile based investment planning, scenario planning, insurance and loan advisory or any subset of this gamut of services For more details please visit our Services page.

Based on your current financial assets and needs we will advise you on mutual funds, insurance, loans and tax optimization and provide execution support.

Request A Call Back

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Address: F – 349, F Block, Sector 63, Noida, U.P. 201301
Landline: +0120- 4282 500
Mobile: +91 9205 888 780

Write To Us

    Disclaimer

    www.seabucksfinserv.in is an online website of SEABUCKS FINSERV PVT LTD who is registered AMFI Registered vide ARN No 249940 as a AMFI Registered Mutual Funds Distributor. The said website is intends to provide educative and informative details related to investments and also provide online transaction facility in Mutual Funds. We do not charge any fees for these calculators and information, because we earn our commissions from the Mutual Fund companies. The website does not guarantee any returns or financial goal success by any means.

    Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes.