Why Trust Us?
Transparent
No hidden fees. No fine print. You know exactly what you pay and exactly what you get.
Unbiased
We work for you, not the fund houses. Zero commissions means our advice is 100% in your interest.
Simple
Financial jargon is out. We speak your language and make complex concepts easy to understand.
Products
Mutual Funds
When you buy a mutual fund, your money is combined with the money from other investors, and allows you to buy part of a pool of investments.
Term Insurance
Your Car, Travel, Home, Office, Health & Bike Insurance. Get an Instant quote Now. Customized Quote in 2 min. Issue Policy Online in 2 min. Get Tax Benefits.
Health Insurance
Important as it protects your family and lets you leave them a non-taxable amount at the time of death. Issue Policy Online in 5 min. Get Tax Benefits.
Comprehensive Financial Solutions
From retirement planning to insurance analysis, we cover every aspect of your financial life.
Secure your golden years with a stress-tested corpus calculation and withdrawal strategy.
Learn moreAlign your portfolio with life goals like buying a home, kids’ education, or world travel.
Learn moreUnderstand your true risk appetite and align your investments accordingly.
Learn moreUnbiased review of your Life and Health insurance needs.
Learn moreBuild a safety net for life's unannounced curveballs.
Learn moreSecond opinion on your existing investments. Cut clutter, reduce costs.
Learn moreYour Path to Financial Nirvana
A structured, scientific approach to managing your wealth.
Discovery Call
A 30-min chat to understand your goals and see if we are a right fit.
Data Collection
We gather details about your income, expenses, assets, and liabilities.
Risk Profiling
Scientific assessment of your risk tolerance and capacity.
Plan Construction
We design a comprehensive roadmap covering all aspects of your finance.
Presentation & Action
We present the plan, discuss feedback, and finalize the action steps.
Review & Monitor
Periodic reviews to ensure you stay on track towards your goals.
Don't just take our word for it.
"I was blindly investing in random funds. WealthGuard helped me structure my investments towards my daughter's education. The clarity I have now is priceless."
Aditya R.
Software Engineer, Bangalore
"The fee-only model is a game charger. I saved over 50k in commissions in just the first year by switching to direct plans. Highly recommended!"
Dr. Priya S.
Dentist, Mumbai
"We were worried about our retirement. The comprehensive plan gave us a roadmap. Now we invest with confidence knowing our future is secure."
Vikram & Neha
Business Owners, Delhi
"Trustworthy and patient. They took the time to explain everything to me. I feel safe with my retirement corpus in their hands."
Suresh K.
Retired Govt. Official
"Fast, digital, and transparent. No paperwork headaches. The video calls are super productive. Best financial decision I made."
Anjali M.
Marketing VP, Pune
"They understand the volatility of startup income. Helped me create a robust emergency fund and flexible investment plan."
Rahul T.
Startup Founder
Ready to take control of your
financial future?
No hidden commissions. No biased advice. Just pure financial clarity designed for you.