The Wealthpedia
  • Helping You To Grow Your Wealth

    We provide right product for your need

  • We distribute all financial products In line with your risk profile

    Keeping you on the right path

  • Make your personal finance easy with us

    We build and review customized portfolio for you

ABOUT US

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.

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OUR SERVICES

Investment Portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.

Insurance Policies

Insurance is an important risk management tool that can protect you and your family

Wealth Basket

Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets

Targeted Investment

Making holistic investment choice is always preferred than making random investments. This can

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds

FINANCIAL PLANNING TOOLS

Child Education
Child Wedding
Dream home
Dream Car
Dream Vacation
Retirement Planning
Custom Goal
SIP Calculator

CLIENT TESTIMONIALS

KNOWLEDGE AND LEARNING

Educational Video

Educational Video

Fundzbazar Registration

Get in Touch

Location