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Growing Wealth, Securing Your Future
Wealth Fincorp is the fastest developing financial services firm covering complete range of financial services for every age group and offering service such as SEBI Registered Stock Broking Authorised Person with NCFM certified and AMFI Registered Mutual Fund Distributor in a vast sector of Mutual Funds, SIP, Child's Education Plan, Marriage & Retirement Plans, Stock Market Equity, Unlisted Stocks Services, Demat Services, Derivatives, Commodities, Currency, NCD's, Capital Gain Bonds, National Pension Scheme and Life & Health Insurance on behalf of our clients.
A comprehensive Client Profiling exercise helps us in evaluating your risk appetite and understanding your investment objectives which are kept in mind while building your portfolio and reach your goal.
Wealth Fincorp offer a wide range of Products & Services under one roof, for the convenience and benefit of our customers. We service our customer's relationships through individual who are easily accessible Investment outlets at our city. We aim to guide you to choose right financial product to help you achieving your financial goals at your fingertips and We also provide other services like e-TDS Filing, Salary ITR Filing, GST Filing, EPF & ESI Filing, Digital Signature Services and other Professional online services to help an entrepreneur grow their business.
We look forward to working with you.
About Founder & Entrepreneur
Mr. Vinodkumar K, the Founder of Wealth Fincorp has a rich, and wide-ranging 25 years of experience in Indian Capital Markets across the areas of Direct Sales, Team Management, Broking and Investment Management and Distribution of financial products to name a few.
Mr. Vinodkumar K is certified in Equity and Derivatives of National Stock Exchange ACADEMY'S Certification in Financial Markets (NCFM), Certified in Mutual Fund Distributor of Association in Mutual Funds in India (AMFI) and Insurance Regulatory and Development Authority of India (IRDA) Advisor License of Life and and Health Insurance and Chief Promoter & Director of Sri Samruddhi Souharda Pattina Sahakari Sangha Niyamitha. Hassan and Secretary of Aasare Foundation Trust (R). Hassan.
He was established WEALTH FINCORP in 2015, dedicated to providing a professional and personal services of Financial Products, Tax Services and Online B2B Services.
Our motto : "Customer Satisfaction through Service Excellence"
- Blue Symbolises Growth which is vital part of everyone's life.
- Orange symbolises Affordability which is another important feature of Wealth Fincorp
- Green color arrow pointing up stands for grow Our Customer Wealth.
Our core principles:
Vision
To be perceived to provide successful business arrangements and outstanding benefits for clients.
Mission
To be the top goal of personalized financial services arrangements that help people to create wealth.
Face To Face Relationship
We don't hide behind call centers or on-hold music. Count on regular meetings and calls from us even in choppy markets. Your future matters more around here. And when things need to be modified to help you stay on track, we'll keep you in the loop.
Full Transparency
We sit on the same side of the table as you. We'll tell you what you need to know, not necessarily what you want to hear.
One-On-One Planning
Your wants, needs and goals are unique. And we always invest with that in mind. We'll work with you closely to define your probability of success (the chance you have of achieving your goals). We'll talk, monitor and adjust to help make sure you stay on track
