About Us
At WealthTrust Capital Services, we are more than financial advisors. We are your partners in prosperity with a commitment to transparency, expertise, and personalized solutions, we guide you on a journey of financial growth and success.
Mission
To be the leading financial consulting firm that's synonymous with precision, profit and progress. To be hailed as the most reliant and realistic advisors providing pragmatic insights based on extensive research. To establish ourselves as the most preferred agency in portfolio management services with optimal and exceptional strategic acumen.
Vision
To map, manage and multiply client's investment by providing adequate information, appropriate advice and excellent service. To be the hallmark of brilliance with distinctive traits and tactics in our line of business.
Our Values
Integrity
Conduct the business with highest grade of ethics. Be morally and professionally correct each and every time.
Quality
We will always uphold the uppermost standards in all our offerings and services.
Honesty
We will carry-out our business with utmost trustworthiness and live up to the confidence and dependence established and associated with us.
Commitment to Customer
We will always strive to ensure that our customers thrive through our premium service and support at all times.
Our History
WealthTrust Capital Services founded
Developed proprietary financial planning model
Became a full service boutique wealth management firm
Organized more than 80 workshops and going stronger
Got SEBI Research analyst license
Managing more than 500+ families and managing more than 200+crore in assets
Meet Our Experts
Get in touch with any one of empanelled experts to onboard you in the journey towards financial empowerment. The cruise will be exciting for sure and the destination will be as per your expectations or book a call back right away!
Our Offices
Office Address
Aikya Signature, Naushir Barucha Marg, Sleater Road, Tardeo, Mumbai - 400007