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What We Offer

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Mutual Funds

Mutual funds are one of the best investments available to retail consumers as they are easy to understand and invest...

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Portfolio Management Services (PMS)

It is a long established fact that a reader will be distracted by the readable content of a page when...

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Fixed Income

It is a long established fact that a reader will be distracted by the readable content of a page when...

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Importance of Financial Goals & Planning

It is a long established fact that a reader will be distracted by the readable content of a page when...

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Corpus For Children’s Education

A sound education is the most valuable gift you can give your child. Not surprisingly, children’s education is the primary...

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Investments For Women

Very often I hear women complain “I can’t understand stock markets they are too complicated”, “All this financial jargon sounds...

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Investments For NRIs

It is a long established fact that a reader will be distracted by the readable content of a page when...

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SIP / STP/ SWP

Systematic Investment Plan (SIP) is an effective investment tool offered by mutual fund houses to investors wherein they can periodically...

Testimonials

About Us

  • Wealth Platter is a financial services firm which primarily focuses on selling mutual funds, corporate deposits and PMS products.

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"Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns."