Wealth Anand is a one-stop AMFI Registered Mutual Fund Distributors. We are in business of Distribution and executing since last sixteen years and maintaining Client Portfolio within carefully designed process framework in order to build wealth and save money & time for our customers. We act as the single-point service provider where all Financial, Investment, Insurance and Tax planning products & services are available for all the Companies under one roof. The company has strong leadership team with a history of entrepreneurial and management success.
Wealth Anand is in existence since 2004 and has in due time established itself as a trusted partner for its customers. Based out of the vibrant & colourful city of Indore, M.P, our endeavour to reach out to more and more customers in providing Wealth Anand services is bearing results. We have more than 700 customers across the country & abroad and manage a good amount of gross AUM.
We offer offline and online paperless services to our clients for executing transactions , maintains their live Portfolio and provide them online Statements through our Wealth Anand Apps and website, we also provide them scheme wise Performance and CAGR/Absolute Return for their Portfolio , we also provide them Capital Gain Statement and other Statement as per requirement of Income Tax and other departments.
Our founder & Principal Distributor is Mr. Anand Kumar Bharadwaj, M.Com. M.B.A. has over 48 years’ experience in Distribution & Servicing of Financial Products. He is the trusted Distributor to a diverse group of individuals and families, including high business class executives, retirees, professional corporate, HNI's and many others.
Our VisionTo be the most trusted and leading provider of independent Distributor of financial products and to provide best and prompt services to our investors.
Our Mission
We provide our clients to achieve freedom to get all the available Financial products and get a healthy financial well-being for rest of their life.
Our Values
- Our Client's financial success is our top priority.
- Integrity and honesty.
- We treat our investor with respect and provide them with numerous opportunities to learn and grow.
- Continuous innovation to improve our process and service quality.
Our Approach
Our approach involves researching the available products and analyzes the existing financial investments of the clients before arriving at a solution that matches the current and the future requirements. We take both short and long term objectives into account.
Our Objectives
We align ourselves with the objectives of our client and provide tailor made solutions to fit every business and industry. This has helped us to gain the trust and loyalty of many consumers across different industries.
Our Vision
We see ourselves taking the ownership for fulfilling the dreams and aspirations of our customers. We want to provide the best investment sources and better options for our clients. It is our vision to get ranked on top for customer satisfaction in financial advisory industry.
