About Us

Welcome to Wealth Managers - Financial Products Distributor, one of the leading and successful network of distribution in the financial services industry. Started in 2017, Wealth Managers seeks to reach out to the common man and extend the opportunity to create wealth through our empowered financial planner‘s

Our Mission

Our primary measure of success is customer satisfaction. We are committed to provide our customers with continuous and seamless services. We always endeavor to bring improvements and value-additions in our offerings to meet evolving customer's expectations and business challenges. We as a team at Wealth Managers put great energy and passion to keep the customer's interest supreme by excelling in all areas of operations. Wealth Managers strives to earn and build upon the trust and respect of its employees, customers, regulators, industry members and the community at large, by following our vision and mission with ethics, commitment, rationale and focus.

Our Plan

As our motto suggest
“We Make your Money Work.”
We exist to reach to the common man and extend the opportunity to create wealth through our empowered network. Explore how we can help you to meet your financial goals and succeed as investors.

Our Vision

“To be the financial services distributor company of choice” With the rising number of competitors in our industry, our vision, “To be the financial services distributor company of choice” , has become more challenging. We at wealth managers aspire to be the first financial services distributor that comes to mind when you want or need any financial services. Our vision is encompassed by our beliefs, which are a statement of our values. In order to achieve our vision, we have also adapted promises that our team has committed to.
* Accurate advice to our clients.
* Proactive resolution.
* Courteous attitude.
* Timely execution of financial transactions

Services

The following is broadly the product basket available on eligibility / registration basis.

Mutual Funds

Wealth Managers has tie-ups with all Asset Management Companies (AMCs) and all mutual funds schemes are part of the product basket. We offer all mutual fund schemes to their client from day one of their association with us. The customers have a single point contact with our experts for any mutual fund product / scheme they would like to invest.

Life Insurance

As the name suggests, Life Insurance India secures your life from financial losses, which occurred due to unexpected or premature death of the insurer. In life insurance, the insurer pays a fixed amount of money in the form of premium, to the insurance company, in return for which company promises to pay a certain sum of money to the family or legal heir of the insurer, on his death or mis-happening. The money company pays, depends upon the contract and premium paid by insurer

General Insurance

General Insurance (also called non-life insurance policies) provides payments depending on the loss from a particular financial event. This may subsume automobile, homeowner’s policies, fire, marine, accident and other miscellaneous non-life insurance.

Health Insurances

Health insurance is a kind of insurance coverage in which the insurer pays for medical and surgical expenses suffered by the insured. This type of insurance compensates the insured for expenses incurred from illness, injury or pays the care provider directly. Its primary use is to provide financial protection against any physical damage and bodily injury

Portfolio Management Services (PMS)

Portfolio Management Services (PMS), service is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives.

Credit Cards

Why carry wads of cash around when you can pay with a simple swipe of your card? A Credit Card is one of the simplest ways to pay for anything – no more counting out change or writing cheques, just present the plastic! You can even link your card to your digital wallet, which allows you to scan and pay without even having to carry your card in your wallet.

Fixed Deposits

Corporate fixed deposit is a deposit in company for a fixed rate of return over a fixed period of time. The rate of interest is determined by the tenure of the deposit as well as other factors. NBFC’s, Housing Finance & Manufacturing companies accept such deposits. The corporate fixed deposit is governed by section 58A of the Companies Act. Company fixed deposit is a good option for investment as they provide higher rate of interest compared to bank deposits. They are a good source of regular income by means of monthly, quarterly, half-yearly, or yearly interest incomes. Performance of the company should be reviewed from time to time and at the maturity of deposit, by analyzing Balance Sheet & Share Prices movement. This will be helpful in deciding whether the deposit should be renewed or not.

What is Tax Planning?

Tax planning is an analysis of a financial plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible. Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success. It is not a device to reduce tax burden but helps to save by investments in government securities.

Savings reduce extravagance, and correspondingly inflation. Tax savings are permitted only for an investment made in government securities and bonds of priority sectors which ultimately help the nation. Therefore, the savings in tax help the Central and state governments to mobilize funds by way of investments and as such the government earns much by way of other benefits, by sacrificing a small amount of tax.

Savings and investments are interconnected

Before making investments the person has to consider various factors such as:
Liquidity
when he requires the amount to meet the educational expenses of children, for marriage, house construction or for a secure future after retirement.
Security of the investment.
The return and tax on income on such investments.
Factors of tax planning varies from one person to other. A person by investing in NSC saves on his tax. Whereas, the interest on the investment is taxable. If the investment is made in PPF, he is not liable to pay the income tax on interest. But the period of NSC is six years whereas in the case of PPF the period of repayment is 5 years. However, a portion can be claimed after 7years. Thus the person who makes the investment has to consider whether he requires the amount after 5 years or he can wait for a longer period.