Wealthcare Securities pvt Ltd

Corporate

Industry
Financial Services +1
Established Year 1996
No. of Employees Below 100
Address Details A-54A LOWER GROUND FLOOR,, Lajpat Nagar-II, Delhi, Delhi, 110024 India

About Us

Wealthcare Securities Pvt Ltd as a part of Wealthcare Group (which constitutes of Mukesh Gupta, Shailesh Gupta, Ace Net Services Pvt. Ltd., and Wealthcare Securities Pvt Ltd), has 18 -year history of serving clients for the management of their finances. We are AMFI registered mutual fund distributors and are based out of Delhi. Along the way, we also do our best to impart financial literacy to the maximum number.

The entire process of shortlisting the apt products for you, depends upon your risk profile and the time horizon for your goals. When selecting a product, we go through its history, the return peaks and lows, the views of the product manager, the management team, etc. We do the brainstorming, and arrive at the suitable risk – return profile, post which we suggest the products.

Why Wealthcare Securities?

  1. We are a team of highly qualified individuals guiding you to achieve your financial goals via wide range of products- mutual funds, equity, fixed income products, insurance, PMS, AIF etc.
  2. We also send across portfolio review reports periodically, so as to keep you updated about your investments.
  3. Organize investor awareness program regularly
  4. Dedicated relationship manager
  5. Constant monitoring of client’s portfolio

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Our Leadership Team

Mr. Mukesh Gupta

Business Head

Products & Services

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Product Portfolio

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Fire Insurance

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Marine Insurance

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Travel Insurance