Financial Well Being

About TFWB (The Financial Well Being)

"CARELESS Living to CAREFREE Living. It 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.

Our idea of Financial Well-Being revolves around Three Core Pillars:

Safety & Security - Goal Planning - Wealth Creation

Through a series of Investor Awareness Classroom Programmes, TFWB concept has been extended FREE of COST, to more than 1000 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.

Register for our upcoming FREE seminar:
“The Financial Well-Being”

Insightful… Actionable… More than three decades of experience and actionable insights brought in to simplify your finances and your life.

Act Now

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.

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:

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 - Member : BSE/ NSE. SEBI Registration No. - INZ000165135. Depository Participant (CDSL) SEBI Registration No.- IN-DP-504-2020. Research Analyst SEBI Registration No.- INH000000867. Distributor of Mutual funds and IPO - ARN No.77875. Sushil Capital Private Limited - NBFC No. N -13.01901

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