Mr. Sanjay Mehta, the proprietor of WealthHealth, is a certified AMFI mutual fund distributor with around 15 years of experience in the wealth creation and distribution industry.
WealthHealth started its journey in 2004, with the dream to help people achieve their financial goals. WealthHealth focuses on integrity and client satisfaction as its only goals.
In order to cater to the ever-changing client requirements, WealthHealth provides customised products and services including:
• Mutual Funds
• Insurance cover including life, health and general insurance
• Alternate Investment Funds (AIFs) and Portfolio Management Services (PMS) affiliated with reputed and recognised institutions
• Loan facilitation services including business, home and personal loans from reputable banks and institutions
• Structured products
• Estate Planning affiliated with reputed and recognised institutions
• Equity trading cum Demat account
• Investment in unlisted shares, bonds, and NCDs
We focus on providing customized wealth instructor services to individuals and corporate based on their specific needs. We offer many explanations through an open-architecture platform and oversee investments in a comprehensive manner. In common parlance, we don’t sell plans but we advise as per client need and their goals that they need to achieve. While choosing the services, priority has been given to Indian consumer mindset, needs, expectation, necessity, customs, lifestyle, relations, sentiments and of course their dreams.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Shop No.9, Building No.5, Matruchhaya, Tilak Nagar, Chembur - West,india
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://wealthhealth.in/
- Keywords
- Investments, Finance, Alternate Investments, Fraction Investments, Insurance, Mutual Funds, Portfolio Management Services, Bonds / NCDs, Life Insurance, Health Insurance, General Insurance, Equity, Stock Markets.
- HQ
- Mumbai, Maharashtra
Finwisdom Questions
Finwisdom's website is http://wealthhealth.in/
Finwisdom's LinkedIn profile is https://in.linkedin.com/company/finwisdom
Finwisdom has
2 employees.
View email and phone details for 2
employees at Finwisdom.
Finwisdom's industry is
Financial Services
Finwisdom's top competitors are
Ashok Jain Investment Academy,
Spark Capital Pwm,
Penlinked,
Arthunlisted,
So'hum Wealth,
Finsakha Financial Services,
Money Wealth,
Kahaan Finometrics,
Moneplan Investory,
Viyaan International.
Finwisdom's categories are Financial Services
Finwisdom's founding year is 2008
