Wealth Guru

Wealth Guru Consultant is a Portfolio Management Company and basically we deal into Wealth Management, Risk Management and Tax Management.

Our Team comprises of the best, Experts in Domain and Competent Professionals Including MBA's (Finance), CA, CFA, CFP, CFGP with very rich Industry and Class experience, Our Firm believes in Providing Best in the class and economically best Solutions for all structured Risk, Tax and Wealth Management.

At Wealth Guru, we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and Important Life milestones.

At Wealth Guru, we offer you a complete range of Financial Products and solutions to all your Financial Needs and requirements that complement our advisory services. The range includes a combination of best of breed proprietary (PMS) and non proprietary (3rd party) products. The approach is to recommend you product solutions within your overall asset allocation in an unbiased manner after evaluating all the options available in the market. Wealth Guru aspires to be the first choice for affluent Indians when it comes to Planning their Portfolio and Investments.

Give us an Opportunity to develop a wealth creation and protection plan that provides you with the best chance to reach your financial goals according to your specific needs and comfort levels. Our estate planning, insurance, and wealth management expertise will put you in the best position to succeed while allowing you to maximize your time devoted to focusing on the pursuits that are most important to you.

Explore the comprehensive array of advisory services, programs, and products we offer designed to support optimal wealth creation and protection. To plan for the distribution of assets, it is important to develop and adhere to a thorough, well-thought-out plan. What will be given, to whom, and when should be planned well ahead of time to ensure the protection of the estate and, therefore, of successive generations. It is critical to have the support and dedication of your highly-skilled team at Wealth Guru to plan to use the most appropriate protection and transference vehicles to ensure that your estate is prepared for distribution with optimal protection and efficiency.

At Wealth Guru we believe in an Ideal Mix of Aggression and Ethics and we try to simplify the Investment matrix. Our Advisors always try to communicate in a way to make investments and Wealth Creation simpler and easy to understand and make it a pleasant experience for all our clients. We use all modern State-Of-The-Art techniques for Portfolio Management and our Advisory Services Blended with ethics, Care and Service.

At Wealth Guru we have more than 100 years of total Cumulative work experience of the financial industry.

We have many rewards and Recognition to our credit but the biggest one we cherish is the trust and loyalty we have from our clients and we are obliged to all our clients and associates for showing their never ending love and trust on us.