AMFI registered mutual fund distributor
Plan Your Important Life Goals
A simple way to get personalized plan that can go
a long way in achieving your goals.
Plan Your Important Life Goals
A simple way to get personalized plan that can go
a long way in achieving your goals.
Plan Your Important Life Goals
A simple way to get personalized plan that can go
a long way in achieving your goals.
Plan Your Important Life Goals
A simple way to get personalized plan that can go
a long way in achieving your goals.
Plan Your Important Life Goals
A simple way to get personalized plan that can go
a long way in achieving your goals.
The Wealthways is the manifestation of a simple thought - to decode the world of financial planning and create an ecosystem that is backed by unmatched expertise, transparency and strong relationships to help people prosper and grow through proper financial planning. We believe that there is no short cut to wealth creation rather it is a continuous process which needs to be followed religiously with discipline.
Backed by a team of industry veterans and subject matter experts, The Wealthways, established in 2019 is keeping abreast to provide tailored financial services, assisting our esteemed clients building wealth through informed decisions. A young at heart company established by professionals having hands on experience of more than 20 years in wealth management, retail & corporate banking and asset management business. The Company offers a wide range of products related to Portfolio Management, Investments and Insurance.
Our VISION is to create financial freedom in the lives of individuals with transparency, energy and integrity
Our MISSION is to improve investment behaviour for a smoother and successful journey towards achieving financial goals.
OUR VALUES
- Integrity-We follow the practice of being honest with the clients while showing consistent results in the investments. We stick to the ethics of investing for sustainable growth.
- Transparency- Transparency is essence of our profession. We ensure that all measures are taken to provide maximum transparency.
- Responsiveness- Our team is actively present for our clients 24*7*365. Our online services are as supportive as a manager-in-person. You can review, calculate returns and read latest information on our website.
- Operational excellence- Our Operational Base is rock-solid. We have a solution for all your queries. We believe at serving clients on time and right!
- Honest commitment- We value your hard earned money and our endeavour is to work in the interest of client’s financial goals.
A Partnership that Goes Well Beyond Business
Winning partnerships are based on trust and commitment - two qualities that are deeply imbibed in each one of us. we go an extra mile,by providing research-based, unbiased and personalised investment strategies,so that you make the most of your investments.
For us, you are more than a client, you are family.
Rishi Jiwan Gupta
Director
Rishi Jiwan Gupta is Certified Financial Planner Enriched experience of 17+ years in Investment banking with a strong financial and professional skills in Negotiation, Business planning, Banking, Customer relationship Management (CRM). Rishi Jiwan Gupta has worked with various leading organizations and has devised ways to help client in creating wealth.
At wealthways, he aims at helping clients in reaching their financial goals with help of Principals of Behaviour Finance. He can be reached out @ +91 9855171997.
Sunil Kumar Bahri
Director
A Chartered Accountant with MBA brings 21 years of diverse experience of financial industry. Sunil is process driven and believes in innovation and perfection. He brings his experience in handling retail banking, Investment banking, Institutional business and trade finance to the table. He has in-depth knowledge of Asset Management Business products as manufacturer. He believes in providing solution rather than to sell a product. His Last instinct was with Principal Financial Group as Regional head for last 11 years.He can be reached out @+91 7814370114
Ramandeep Singh
Director
Ramandeep Singh has always been passionate about finding smart ways to save and grow money with acceptable risk. He brings with him rich experience of 17 years in Banking and Mutual Fund industry. He has served various roles in banking with both sales and operations. As a mutual fund professional, he has served in various locations across Punjab Training, developing and Managing the Individual Mutual Fund professionals as well as both Private and Public sector Bankers. He has in depth knowledge of Mutual Fund working and asset allocation. During his last assignment as Branch Head with Aditya Birla SL Mutual Fund, Chandigarh, he was dealing many HNI and corporate clients, helping them in selecting best products as per their financial needs.He can be reached out @+91 9914233657
Vivek Kapoor
Director
Vivek Kapoor, having done his initial education in USA and later pursued higher education in Law and MBA(UBS) from Panjab University. He brings along experience of 20 years in both the Private Banking and Corporate Insurance solutions. With passion to bring the best of both Industries, Insurance and Banking, is an associate from Insurance Institute of India and pursuing CFP. His last assignment was with IndusInd Bank ,Chandigarh as AVP Exclusive Banking for top of the table retail and corporate clients Portfolio Management ,Foreign Exchange and International Trade were some of the key attributes during his tenure in the bank. He can be reached out @+91 8146530003
Branch offices
AMBALA: #1-A, Tribune Colony, Ambala Cantt. 133001
CHANDIGARH: #E1-32, PANJAB UNIVERSITY, CHANDIGARH-160014.
MOHALI: #657, Phase X, Mohali.
Registered Office
#45 Model Town Ambala City 134003
Sunil Kumar Bahri - 9888003950
+91 9855171997, +91 7814370114, +91 9914233657, +91 8146530003
AMFI Registered Mutual Fund Distributor | Date of initial registration: 22-05-2019 | ARN -163497 | Current validity- 21-05-2025
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