Wealth Platter is a financial services firm which primarily focuses on selling mutual funds, corporate deposits and PMS products. We help customers invest in mutual funds as per their objectives, requirements and risk profile so that they can achieve their financial goals. We adopt a clear and unbiased approach while executing transactions on behalf of our clients.
We cater to all types of clients including professionals, businessmen, retirees, housewives, students and NRIs. We encourage our women clientele to take charge of their finances and become financially independent. Wealth Platter seeks to create and develop a lifelong association with its patrons.
Wealth Platter was founded by Ms Priyanka , a financial services professional with over 15 years of work experience. Ms Priyanka has completed her MBA in Finance from University of Bradford, UK and her M.Com from Mumbai University. She has also done a post graduate diploma in Treasury and Forex Management from ICFAI, Hyderabad.