ABOUT US

We will help clients to achieve their Financial goals with effective and smart investment planning. We offer comprehensive financial services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Our Skills

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Funds85%
Equity and ETFs80%
NPS90%
Loan against MF95%
PMS95%
Insurance95%

Client Services 

We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation.

OUR TEAM

Management:
Mr. Gaurav Phadke
Mr. Phadke is the founder of Wealthstand Financial Services. He has over 12 years of rich experience in the financial service industry. An MBA in Finance by education, known for his deep understanding of distribution practices and challenges.
 

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(ARN:____ Date of Initial Registration:_________& Current Validity:_________).

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