WealthPedia, our boutique financial and wealth management firm founded in June 2019. Our core management team is represented by experienced individuals with exposure to Asset management, Wealth Management companies, Financial planning and Research. Organizations represented include DSP Investment Managers, Principal PNB Asset Management Company, Prudent Corporate Advisory, SMC Wealth Pvt Ltd, RateGain, Oriflame India Pvt Ltd and Centrum wealth Pvt Ltd.

We would be keen to initiate a dialogue with a view to discuss a roadmap on the value add we provide as compared to regular investment channels. With enhanced and customized wealth management solutions at the forefront, some inclusions in our services bouquet are Offshore Advisory, Succession and Tax planning, Legal consultation and Fund Raising. 

We are a wealth management company to helping you reach the goals you aspire in life. We have specially products and services that ensure that your financial challenges are gradually resolved putting YOU on a path to financial freedom. We are passionate & love to take on challenges that would help our clientele achieve their goals & think beyond the constraints of their current situations... No matter how big or small... Our services tailored according to the business requirements, market conditions, we help clients plan, manage and grow their business.

What we do

We first listen to our client’s requirements, then prepare a submission to the moneylenders. We provide a number of options and then present those to our clients with our recommendations. Ultimately, the decisions is yours. We respond to your needs on quickly. We will treat you with esteem, professionalism and flexibity. We care about your money and time which you have given to us.

Our Vision

To become the leading financial service provider wherever we are. To be a trusted name contributing to the transformation of India from country of Savers to a country of Investors.

Our Mission

Passionately and promptly meet our clients’ need with a professional and flexible, creative value for clients and our business. To engage with people, educate them about the significance of financial planning, encourage them to invest regularly, empower them to take informed investment decisions and experience the easy & economical route to investing.