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Financial Solutions that Can Help Your Goals fulfilled

We make a living by what we get, we make a life by what we give.

Professional Advice

Get expert personalized advice for smarter financial decisions.

Affordable Price

Our one to one sessions start with as low price as Rs. 999 per hour.
Terms & conditions apply

Expert Advisor

Get NISM certified and QPFP professional advice on your financial queries and reach your goals

About Us

The Easiest Way to Manage Your Personal Finances

To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.

Our Service

What Service We Offer

We offer wide variety of services which include Mutual Funds, Health Insurance, General Insurance, PMS, AIF, Tax Advisory services

Financial Planning

Secure your financial future with a holistic plan that covers wealth creation, risk management, and long-term financial goals.

Investment Planning

Maximize your wealth potential with our expert, personalized investment advisory services tailored to your unique financial goals.

Insurance Planning

Protect your family from financial hardships with a tailored, cost-effective insurance strategy that addresses potential risks.

Debt Management

Effectively manage your loans and financial obligations, ensuring stability by navigating fees, taxes, and repayment strategies.

Portfolio Management Services (PMS)

Our expert portfolio managers create personalized investment strategies, ensuring diversified portfolios that align with your financial goals for consistent growth.

Alternative Investment Funds (AIF)

Access unique investment opportunities like hedge funds and private equity, tailored to high-net-worth individuals aiming for portfolio diversification and superior returns.

Who We Are

We Keep Your Finance Safe And Ensure High Availability

Wealth Wagon, founded by alumni of NIT and IIM, is a financial planning firm led by highly qualified professionals with deep expertise in personal finance. With a blend of technical proficiency and extensive experience, we are committed to optimizing your financial journey for long-term success.

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Families Served
Crores +
Assets Under Management

Need Financial Advisor To manage your Money?
Contact Us Today

At Wealth Wagon, we help individuals manage their finances and create a roadmap for the future, including retirement planning. We design tailored strategies, recommend specific investment products to meet your unique needs.

All our recommendations are personalized to ensure they align with your financial goals.

Our Team

Meet With Professional Team

Wealth Wagon is a financial planning firm founded by graduates from NIT, IIM, and top U.S. universities, bringing together a team of seasoned professionals skilled in personal finance. With a strong focus on both technical expertise and practical experience, we strive to enhance your financial journey and support your long-term success.

Teja

Teja

Financial Data Analyst

Lokesh

Lokesh

Investment Research Analyst