Wallet Wealth LLP Welcome's You
Wallet Wealth LLP is a leading organisation in the financial services space. We distribute various financial products that's tailor made to the needs of retail and HNI's. The requirement of HNI's are very unique and hence these needs are to be addressed very personally. Wealth Building is moving the wealth from your wallet and hence we are renowned as "Wallet to Wealth".
Our product selection process begins with an in-depth look into your financial life. We spend a significant amount of time taking your inputs and making sure that we have all the details required regarding your life goals and finances, before we proceed to build your Portfolio.
We are pioneers and have a rich experience of 25 years in wealth management and financial planning. We helped more than 1000+ families in bringing disciplined approach towards investments which in turn helps them meeting their financial aspirations. Most importantly, we follow a thoroughly unbiased way of working and only recommend those products to you that are in your best interests.
Our product selection process lays strong emphasis on your active involvement while identifying the appropriate, successful solutions for your life goals. Our team of experts will help you to undertake need based, holistic asset allocation approach to achieve your financial goals and dreams.
We are AMFI certified Mutual Fund Distributors and deal with wide array of asset classes like mutual funds, corporate fixed deposits, Portfolio Management Services, Gold Bonds Capital Gain Bonds, Life Insurance, Health Insurance and REIT (Real Estate Investment) in a single online investment platform.
Our Team:
Our top-notch financial coachers are experts in the field of personal finance and investment & their experience has immensely contributed in bringing customer delight and great accolades to Wallet Wealth
A recipient of the prestigious 'Associate Financial Planner' title for retirement planning and employee benefits from the Financial Planning Standard Board Having more than a 1.5 decade of experience in financial planning space. He worked in the top notch financial advisory firms like FundsIndia, Quantum, Allegro Capital. An active contributor on personal finance magazines like moneycontrol.com, financial express, times of India, UTI Swatantra, Nanayam Vikatan etc.,
Bachelor Degree in Business Management and having more than a decade old experience in the financial services and handhold clients in managing their finances in a better way. Qualified MDRT member in 2019 and have represented India in a prestigious MDRT conference held in USA. Possessed an excellency award for client servicing from various mutual fund companies
A science graduate having 25+ years of experience in the field of financial advisory, marketing and client servicing. He is an AMFI Certified professional. Got an award for an excellence in client servicing during 2015 by a well reputed multinational company. Formerly worked with the multinational brands Panasonic, Sharp and IT-Kids in the franchise marketing and client servicing department.
B.Com, FCA, ACMA, CA(M), MCP with 20 Years of Experience in Corporate and 5 years in Development Sector focusing on project implementation.Self-motivated and diligent professional with over 25 years of diverse experience in the areas of financial management & reporting, profit planning, strategy planning & implementation, handling green field projects, technical accounting, claims, credit control, audit and compliance.
A Certified Financial Planner and AMFI certified professional with 20 Years of experience in Financial services. He has worked with top notch Corporates like Bajaj Capital, Way2wealth, Funds India, Geojit Financial services to name a few and have experience in dealing with retail and HNI clients.
Graduate in Printing technologies having 30+ years of experience in the field of Sales and Marketing. Formerly worked with the multinational brands Asian Paints Ltd, Centigo Scooter Ltd, Essel Bath Fittings Pvt ltd, IT kids in the franchise Sales and Marketing.