At Wealth Fundas, we offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client’s to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.
At Wealth Fundas , our mission is to provide our clients with the comprehensive, competent, customized and classy best solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, balanced and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.
At Wealth Fundas our vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.
Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.
We are driven to provide you with simple, balanced and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focused, need-based, process oriented approach. We follow wealth Creation Strategies of Risk Minimization & Return Maximization.
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organization) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organization. Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.
The All New E-Wealth Account
We have made exciting updates to your E-Wealth Account and you are invited to experience the same! Simple, easy and fast. See what you can do.
MARS (Mutual Funds Automated Re-balancing System) manages asset allocation of your portfolio in line with the market movement based on solid our research (increases equity exposure when markets are low and decreases exposure when markets are high). This helps in capturing the upside in the market while protecting the downside.
Our philosophy is to form a strong relationship with our clients based on long term personal approach. Covering a wide range of financial services like investment, risk, tax and retirement, we always aim to fulfill our client’s wealth requirements. Bridging the gap between your financial goals and achievement is what we strive for. Riding high on our expertise, we ensure a happy and wealthy life for our clients.
Our partners work with us because they believe in the value of our platform.
“I came to know about Wealthfundas. They advised me how to invest in Mutual Funds. Suggested me four funds. Turned it into Good Returns Just By Simply Investing Through SIP. Dear Friends – got good advice from Wealthfundas like to share with you too, Don’t Put All Your Eggs In One Basket.”
“Equity and Mutual Funds looks attractive for generating wealth. I always wanted to invest in Mutual Funds since many years, but never knew where and how to start!! . Then I came to know of Wealth Fundas and I am really happy with their services and investment guidance. It is a great learning experience for novice people like me.”
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The Investments Are Handled In Accordance With Goal Mapping.
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Meet The Experts
