About US

About us

At WealthGuru

we believe Investment in mutual funds in various funds of mutual fund companies should be simple, accessible, and trustworthy. Our mission is to simplify the world of investing and insurance for you, so you can confidently make the best decisions for your future.

Our Mission

“To empower individuals and families to achieve financial freedom and security through smart investments and prudent insurance.”

Why Trust WealthGuru:

The main difference between Statistic and Statistics is that the Statistic is a single measure of some attribute of a sample and Statistics is a study of the collection.

Experience & Expertise

With years of experience in the financial domain, we’ve weathered market ups and downs. We bring that expertise to your personal financial journey. Our advice is research-driven and unbiased, always keeping your interest first.

Client-Centric Approach

We measure our success by your satisfaction. Expect a friendly, no-jargon approach – we explain financial concepts in plain English (or any language you prefer!) and ensure you truly understand your choices. We’re always just a phone call away for any doubts or guidance.

Holistic Solutions

Unlike others who may only focus on investments or only on insurance, we bring you a one-stop solution. At WealthGuru, you get a complete plan – wealth-building through SIPs and wealth-protection via insurance. This holistic view means our recommendations fit into your bigger life picture.

Transparency & Integrity

Trust is the backbone of our business. We maintain full transparency in any commissions or fees, and there are no hidden charges. We only recommend what we would choose for ourselves or our own family. Your trust is our most valuable asset.

Technology with a Human Touch

We leverage modern technology (online dashboards, apps, calculators) to make your experience seamless. But whenever you need personal help, our human advisors are ready to assist. It’s the best of both worlds – digital convenience and personalized care.

Who We Are

AMFI Registered Mutual Fund Distributor (guiding you in mutual fund and SIP investments with integrity).

IRDAI Licensed Insurance Advisor

Authorized to provide the best insurance solutions, (Health Insurance and life insurance

Experience in working with hundreds of clients

From young professionals to NRIs to retired individuals – we’ve seen it all and guided them all.

Track Record

We are proud to have helped over 200 + clients (and counting) start their SIPs or get insured. These numbers motivate us to do even better every day.

Wealth Guru

Simplifying wealth

Securing health

Our Promise

When you join the WealthGuru family, your goals become our goals. We will hand-hold you in the beginning, celebrate your milestones, and support you during tough times. Financial planning is a journey – and we’re honoured to walk that journey with you, every step of the way.