About Us

Wealthvriksh is a one stop solution for financial advisory and wealth management founded by veterans of financial services industry with rich and wide experience in the Indian financial sector having worked in large financial conglomerates. The founders of Wealthvriksh have combined experience of more than 30 years, with proven expertise in handling wealth and portfolio management and investment advisory. The team has in depth knowledge about financial environment of the country, statutory and operational aspects of advisory and investment business.

Our Advantage:

We offer a low-cost, goal based financial planning solutions based on the current risk profile, financial needs and aspirations of the customers. We provide complete solution for managing your hard-earned wealth through state of the art technological platform, online portfolio viewing and transacting facility, clear and precise financial advice, seamless transaction ability for all services like investments, redemption, changing of details pertaining to address, bank account, nomination etc. Effectively providing a private banking experience to all customers.
We believe in empowering our customers through regular investor education initiatives, updated newsletters and blogs, so that you are more sensitised and aware of the financial and economic scenario of the world.

Our Investment Advisory Approach:

We view client relationship as a long-term commitment and want to become partners in the financial growth and well-being of our clients, we believe in customised financial planning and portfolio management approach, as each individual has his own set of financial aspirations and risk appetites, we aim at amalgamating the fundamental strategies of wealth management with individualised needs and goals to meet clear customer objectives.

We adopt a highly research based and process driven investment philosophy, taking into account the time horizon of the customer, and avoid knee jerk reactions to the financial events. We believe that safety and long term growth of the investments under our management is key to earning investor trust and faith. We provide wealth advisory in a completely transparent manner with integrity and ethics as our top most priority.

We provide financial goal based planning post doing detailed risk profiling of customers. Our approach is aimed at regular review of all existing portfolios and rebalancing them as per the market conditions, financial goals and risk appetite.