Big Or Small,
Accomplish All Your
Financial Goals

We are your CFO, managing everything from mutual funds to insurance, taxes to real estate, so you can live stress-free.

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Financial Goals

What do we offer?

Multiple solutions under one roof

Mutual funds
Mutual funds Inflation-beating wealth creation
Insurance
Insurance Shield during emergencies
Tax planning
Tax planning Strategic and smart saving
Fixed income
Fixed income For safety-first investors
REITS
REITS Invest smartly in real estate
Loans
Loans Unlock cash for financial needs
Private equity, AIFs, PMS
Private equity, AIFs, PMS Advanced options for diversification
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Your Personal Goal Planner

Choose your goal

Wealth building
Wealth building

Systematic, compounding-led wealth creation aligned to your time horizon.

Plan My Goal

How It Works

Uncomplicate your financial life. Here is how we work:

Steps background Central process
  1. Discovery Call

    Understand your life goals and current financial picture

  2. Goal Mapping

    Break goals into a timeline, value, and monthly investment

  3. Execution & Monitoring

    We invest, track, and rebalance regularly

  4. Portfolio Design

    Choose the right mix of MFs, insurance, and other tools

  5. Annual Wealth Review

    Life evolves. So does your plan.

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Who Is This For?

Who is this for

Whether you're a:

  • Salaried professional planning retirement or kids’ education
  • Business owner looking to optimise taxes and diversify wealth
  • NRI managing India-based assets
  • HNI aiming to preserve and grow intergenerational wealth

What do our happy investors say?

— Ritu Sharma, Senior IT Professional, Pune

“I always thought I could manage my finances on my own. But once I started working with Sneha and her team, I realised what true goal-based planning feels like. My SIPs are aligned with my daughter’s education, and I no longer stress over market noise.”

— Rakesh Sinha, MSME Entrepreneur, Indore

“As a business owner, my income is irregular, which makes long-term planning hard. WealthTrust helped me create a flexible yet disciplined investment plan with mutual funds and insurance that adjusts with my cash flow.”

— Neha L., NRI Client, UAE

“I live in Dubai but wanted a structured plan to manage my India-based assets and NPS contributions. WealthTrust gave me one advisor, one plan, and complete peace of mind.”

FAQ’s

Wealth management covers everything: your goals, taxes, insurance, real estate, and investments — all under one umbrella.

No. Our services are for professionals, business owners, NRIs, and families of all sizes who want to manage money smarter and plan for the future.

Yes. You get direct access to experienced advisors who understand your unique goals and guide you with personalized strategies.

We charge transparent, flat advisory fees. Our recommendations are unbiased, with no hidden commissions or product pushes.

Absolutely. We encourage family-based financial planning so that your entire household’s goals are aligned and secure.

Yes. Most of our consultations and reviews are virtual, so you can connect with us anytime, anywhere in the world.
FAQ Bot