Wealthcare is a specialist Private Wealth Management Firm set up by entrepreneurs with Private Banking background to provide a professional platform of Private Wealth Management services.
Wealthcare comprises of a team of experienced professionals catering to the Wealth Management requirements of companies, NGO’s, Firms and High Net Worth Individuals assuring a high degree of Trust, Personalized Service and Confidentiality.
The pedigree of the team at Wealthcare is a combination of Certified Financial Planners (CFP), Chartered Accountants (CA) and MBA’s.
At Wealthcare, we assume the role of “Financial Advisors” to the Client whereby they advise Clients on their entire financial balance sheet. Our financial advice is based on our understanding of your present and future cash flows, financial objectives, the present distribution of your wealth and your financial risk acceptance level. We are a one-stop shop for all your financial services needs. Our Goal is to put focus on you by maximizing your after-tax investment return while developing investment Solutions appropriate to your risk tolerance, rendering personalized services and adding value to your all investments by providing cutting-edge technology features.
We have a unique Client Centric Service Model so as to help their Clients to select the combination of various services required by them.
» Client’s interests: What is good for our clients is good for us
We measure our success by the asset appreciation of clients at a given level of risk. We have an arm’s length relationship with all our product partners – the client’s needs dictate the exact product. No product reputation is bigger than the client’s needs and no partner relations dearer than returns on the client’s assets.
We strive to have the most diverse set of choices for clients in terms of investment options; each client has different needs and each optimal asset allocation mix will be different. Client interest is supreme for us.
» People passion
Our wealth solution is the collective sum of outputs of each member of our team. We ensure that all members of our team have sufficient aptitude, are trained well and motivated enough to keep on performing at their best.
» Aligned Partners
We have cordial relations with all product partners and they respect us for our keeping our client’s interests first. We also value the contribution of our partners in technology, marketing, and organization building and strive to be fair in our dealings with them – they, too, are completely soaked in our Clients-first culture.
» Compliance and Ethics
Ethics and compliance at Wealthcare are non-negotiable areas. We uphold them to the highest degree in all our interactions.
To be true and honest with everyone and have the ability to fearlessly voice opinions without biases.
» Orientation for excellence
To have benchmarks that compare with the best in class globally and strive towards a work output that significantly exceeds client expectations.
To have the highest standards of conduct in dealing with all stakeholders and have systems, policies and behavior which encourage organizational effectiveness.
Wealthcare has been promoted by Mr. Mukesh Gupta who is a Fellow Chartered Accountant, Certified Financial Planner and Certified Public Financial Planner. He has over 22 year experience in the Wealth management industry. He previously worked with Birla Group. He occasionally writes for news papers and appears on television for matters related to personal finance and Wealth management.