“Do get in touch with us at- invest@wealthplatter.com or +91-8291089595”

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...


Portfolio Management Services (PMS)

PMS is a specialised and bespoke service which offers a variety of investment solutions to its clients...


Fixed Income

Fixed income securities include government bonds, treasury bills and corporate deposits. These are issued by...


Importance of Financial Goals & Planning

We all have certain aspirations. While a plush house in a posh suburb maybe one individual’s cherished dream another ...


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...


Investments For Women

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


Investments For NRIs

Non Resident Indians (NRIs)/ Person of Indian Origin (PIOs) can take advantage of the growing Indian economy and the vibrant...



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


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."