Our Mission


We enable our clients to achieve their financial objectives through sound investments and thus attain financial freedom. We encourage our clients to take a keen interest in their investments and provide them regular updates so that they are aware.  We adopt a transparent and disciplined approach when dealing with our clientele. Our ultimate goal is to always ensure that the financial products we offer to our clients enable them to meet their financial goals, improve their standard of living and increase their participation in the financial markets.

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."