Who we are
WC Securities Pvt Ltd as a part of Wealthcare Group (which constitutes of Mukesh Gupta, Shailesh Gupta, Ace Net Services Pvt. Ltd., and WC 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. For transactions related to mutual funds, we use both – National Stock Exchange and Bombay Stock Exchange. With our well qualified team (CAs, MBAs, CFPs, lawyers) at our aid, we help client’s in building their required corpus. Along the way, we also do our best to impart financial literacy to the maximum number.
Our main focus is to make our likely customers familiar with all the services by telling them right way to ascertain their cost. We are No.1 financial Planning company in Delhi
AMFI registered
MF Distributor
Analysis Based
Purely on Numbers
Focus is successful completion
of your life goal
2000+
clients
Philosophy
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 WC Securities Pvt Ltd?
- We are a team of highly qualified individuals guiding you to achieve your goals via wide range of products- mutual funds, equity, fixed income products, insurance, PMS, AIF etc.
- We also send across portfolio review reports periodically, so as to keep you updated about your investments.
- Organize investor awareness program regularly
- Dedicated relationship manager
- Constant monitoring of client’s portfolio and report construction
FINANCIAL ADVISOR IN DELHI
Our business helps people set economic objectives and plan out a course of action to realize them. We help clients by examining budgets, investments, insurance, and other products. We make plans for clients and serve a vital part in the present world since we’ve advanced knowledge of both primary and complex ideas. Utmost people find funding innately hard to understand, so a monetary planning business overpass the knowledge gap while providing ample support and products for clients. The finest fund planning business doesn’t just vend services and products. We alter people’s lives and get them to believe seriously and deeply about further and how it impacted their living and the world.
Promoter
Mr. Mukesh Gupta
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.