Who we are
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 advisors 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 manage our client’s wealth and financially plan their goals. Along the way, we also do our best to impart financial literacy to the maximum number.
Purely on Numbers
Focus is successful completion
of your life goal
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 Pvt Ltd?
- We are a one stop solution for your own detailed financial planning, financial advisory, tax planning and wealth management solutions.
- 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.
- We also send across portfolio review reports periodically, so as to keep you updated about your investments.
- Organize investor awareness program regularly
- Dedicated wealth manager
- Constant monitoring of client’s portfolio and report construction
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.
“I have been a client of Wealthcare since past the10 years and during this period, they have been very open,pragmatic & honest while giving financial advice. They have always planned and implemented their actions according to my personal financial requirements, thus proving that clients are their priority. I am assured that my life savings are in safe hands.”
I would like to acknowledge and express my appreciation for their useful advice and impeccable service in handling my investment portfolio. In today’s uncertain and complex times we need experts and specialists on whom one can rely. Wealthcare Securities have been providing me financial advice and services since past 8 year and I am very much satisfied with them. Their professional dealing along with attention to detail with which they have handled my financial affairs could not be faulted. Particularly reassuring to me is the feeling of trust and credibility along with absolute integrity of their dealings with me. No wonder i have recommended their services to my family and friends. My best wishes to them.
I am a client of Wealthcare for the last 8 years! My whole family is a client and Mr. Naveen gupta has been handling our portfolios. I am very pleased with their on time and honest services. The best part is the honesty, which always puts me at peace that my life savings are in safe hands. I have always received honest and beneficial financial advice from Wealthcare and their team. I wish you all the best and Amazon future growth!!
I am using your services for more than 10 years now and am quite happy with your services. My most of life savings are in financial assets under your management. I really need a good guide and a person who is reliable, proactive and handles the investments methodically (particularly when I cannot spend much time). Financial investment guide need to think above his interest of commission- which I found with you. I also feel comfortable to discuss difficult issues regarding security of investments with you. I have already given your reference to all my family members and close friends – which itself is the biggest testimony from my side. Please continue to give professional and honest help to the society. You are also helping the financial investment industry to grow.