Welcome To Wealth Kare

A reputed name for comprehensive financial advisory and product distribution services

 At Wealth Kare, our mission is to provide our clients with the comprehensive, competent, customised and classy best solutions in wealth creation and wealth management areas. We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

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Products

We Deal in Following Products
  • Mutual Funds
  • Insurance (Life & Health)
  • Real Estate
  • Portfolio Management Services
  • Direct Equity
  • Bond Market
  • All Type of Loan
  • Income Tax Return (E - filing)

Services

We Offer Following Services
  • Financial Planning
  • Insurance Planning
  • Retirement Planning
  • Tax Planning
  • Portfolio Services

Solutions

We Offer Following Solutions
  • Dedicated online Client Desk
  • Trading & Demat Account
  • Mobile Solutions
  • MARS
  • Sampoorna Shuraksha
What We Offer

Investment Need Assessment

The first step for proper investment planning starts with assessing your actual need for investment. We would help you to know how much you need to save to meaningfully fulfill your responsibilities in life and also achieve your prominent financial objectives /goals in life.

Wealth Management

Wealth management is a broach subject and it covers broad areas of wealth creation, retention and management. Our role would be to engage with in planning and executing solutions and strategies for achieving your multiple financial objectives.

Products Distribution

Every planning or solution needs proper execution to fructify into desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively and more importantly, as per your risk.

Why Us?

  • Delivery
  • Process
  • Vision

Going beyond planning and execution services, we believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & goals in life. All this while, we would ensure that you are always updated, informed and in control of your wealth.

We are driven to provide you with simple, unbiased and uncluttered professional advice that adds value to your quality of life and results in actionable solutions. We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.

At NJ Wealth, our vision is to provide you with the most ideal solutions in wealth management for your overall financial well-being. It is our mission to reach to a maximum number of clients and make a positive, worthwhile impact in their lives and help them achieve their responsibilities and financial goals in life.

Our Philosophy

  • Right People To Partner +

    We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
  • Value Added Services +

    Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.
  • Rich Product Basket +

    We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.
  • Client Centric Approach +

    Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.
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News

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