Open Hours:Mn - Fr, 8:00 a.m. - 8:00 p.m.

We Do Financial Planning and Consulting

how we can help

Investment Services

our philosophy

Financial planning
and investing
with WealthCo

In case you wish to improve financial planning for your company, we are happy to provide you with several options to get started right away. Our experts will assist with the selection of the best plan and strategy for your specific business.

areas of practice

What We Can Do for You

people about us

“We appreciate and value the advice given by CA Dhaval Jasani and his team at ZTI. They have been extremely helpful and they do not hesitate to go the extra mile. We are delighted to have them as our advisors.”

Mr. SHAIKH

“Our Family’s association with Mr. Dhaval and his team has been extremely fruitful. Our Family Governing Council ensure that views from Mr. Dhaval are discussed at length before any strategic decision is firmed up. We value this relationship with ZTI.”

Mr. KRISH

Market Research

“Mr. Dhaval has been actively f our family office affairs and we have no hesitation to recommend ZTI. We admire their availability and flexibility. Their team is extremely diligent and committed. From coordinating family governing council meetings to documentation and reporting, they are prompt and effective. And yes, we trust them always.”

Ms. PATTERSON

Solutions Management
our plans

Price Plans

Silver Plan

You can start with basic services to try the main features and benefits of our financial plans. This plan works great for smaller businesses.
$700 / month
details

Golden Plan

With this package you get to experience professional strategy planning, accounting service and more. Contact us for more details now.
$1200 / month
details
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Premium Plan

This is the most popular and the most user-friendly plan for our clients. Whether you are new or an experienced user, we got you covered!
$2000 / month
details

You have goals - We have ways to help you

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Our Experts

Team of Professionals

Melissa Jones

Account Manager

Sam Harrison

Co-Founder, Advisor

Vanessa Lee

Founder, General Manager

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Our Location

350 Avenue, New York, NY 10001

Call Us

Customer Care: 8 800 123 456 Support: 8 800 123 457

Working Hours

Mn - Fr: 8am – 8pm St – Sn: closed
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