WEALTHNESS , एक पाऊल श्रीमंतीकडे

About Us

Founded in 2018, Wealthness is an AMFI-Registered Mutual Fund Distributor (ARN – 148005) focused on creating awareness about mutual fund investing and helping investors make informed investment decisions.

We work with individuals and families to understand their financial goals, investment horizon, liquidity needs and risk profile, and facilitate mutual fund investments suited to their requirements.

Our approach is built on investor awareness, goal-oriented investing, appropriate risk consideration, regular portfolio review and long-term financial discipline.

Our Philosophy:
Wealth Creation is a Journey, not a Destination.

Our Approach

We follow a structured and investor-focused approach to mutual fund distribution. We seek to understand the investor’s requirements and risk profile, provide relevant information about mutual fund schemes and associated risks, and facilitate investments based on their individual needs.

We believe in transparent communication, informed decision-making and disciplined long-term investing.

Our Services

We provide the following services:

  • Mutual Fund Investment Services
    Facilitation of mutual fund investments based on the investor’s requirements, objectives and risk profile.
  • Retirement Planning
    Investment facilitation focused on helping investors work towards their retirement goals.
  • Insurance Planning
    Assistance with insurance solutions for financial protection and risk-management requirements.
  • Will & Estate Planning
    Assistance with succession and estate-related planning requirements.
  • NRI Investment Planning & Taxation
    Assistance to NRI investors with investment-related requirements and relevant taxation considerations.

Our team provides mutual fund-related information, transaction assistance, documentation and investor servicing, with an emphasis on transparency and regulatory compliance.

WEALTHNESS
AMFI-Registered Mutual Fund Distributor | ARN – 148005

Regulatory & Distributor Disclosures

Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.

Our Vision

To be the most trusted investment partner, helping risk-averse individuals build wealth in line with their goals and comfort

Our Mission

To deliver high-quality, personalized, and unbiased investment solutions, recommending well-researched financial products that align with our clients' best interests.

Why we?

We suggest you an ‘INVESTMENT MIX’ that is the best & customised only for you irrespective any brand or any scheme. The suggestion is totally from you point of view.

“Myself with wife, mother (90yrs)& my early investor daughter (18yrs) are invested with Wealthness. As per our risk appetite they suggested us combination of investment options.”

– Ar. Vijay Falnikar
We have team members with almost 25+ years rich experience in financial services, AMFI certified distributors & Team-mates with SEBI RIA -Investment advisor’s certification.

“Their expertise in the field & perfect knowledge of all the options allowed us to make the right decision. They gave us the perfect solution which was very unique , customised & perfectly met our expectations . ”

- Rahul Pachigar, SidhhiDaimonds
We believe educating clients & in sharing relevant information with them.

“We are very happy with there services. Their app and reports gives us up to date details of our investment, and periodic review gives us an assurity that someone is there to care for our investment portfolio.”

- Biplove Sharma, Krisnela
We share real time performance of portfolio through mobile app & also monthly reports get auto generated from system & sent to clients. Our consultancy sessions happen online too ensuring total secrecy & security.

“Wealthness maintains total transparency with us through their mobile application, monthly report on E-mail.”

– Nivedita Yadav, Web designer
We believe in regular hand holding of our clients so we do regular portfolio analysis to check if its performing as expected or if your goals have changed.

“Wealthness has made my money work harder for me. Prompt, personalised service and sound advice is what I appreciate the most. Wealth multiplying options of Wealthness are well researched, and I am confident in creating wealth.”

- Sushil Dhanuka, Elite Buisnessman

Our Philosophy

The initiative started with philosophy wealth simply accumulates when you save, but grows when you get savvy! Most of us don’t understand difference between saving and investment. Most of us are

Team behind the success

We are a team of certified Insurance Expert, TAX Consultant, Mutual Fund Distributor recognized by AMFI (Association of Mutual Funds of India). We offer comprehensive Investment Solution & allied services in fields – such as Cash Flow Management, Children Education Planning, Retirement Planning, Investment Management, Financial Risk Management, Insurance Planning, Tax Planning, Estate Planning.

Sailee Velankar

Sr. Business Partner

Sr. Business Partner of Wealthness . Worked with CNBC before so has exposure to markets. Her research & analysis skills with expertise and knowledge of market, benefits clients’ portfolio management. She leads the team of AMFI (Association of Mutual funds of India) certified financial advisors. AMFI certified mutual fund distributor Sailee, has also done RIA ( Registered Investemnt Advisor) certification.

Sandesh Dhanawade

Relationship Manager

AMFI certified Sandesh has rich experience of implementation of plans. He has also been taking care of networking & coordination amongst investment sources & clients.

Prasad Velankar

Consultant

is a consultant to the company. A successful Practicing Chartered Accountant holding the 31strank across India, is an asset to company. He has 23 years of experience in core Financial Services with a certification in “Wealth Management & financial Planning Course ”from Institute of Chartered Accountants of India.