Our Process


At every stage in our life our goals and requirements differ and therefore our risk appetite and investment goals will also vary. A single young man in his early 20s with no dependents or liabilities will be in a far better position to take risk. He would prefer a higher equity exposure. In contrast a married man in his mid thirties with a wife and small kids may not be able to take too many risks. Similarly a person on the verge of retirement will be more concerned about protecting his retirement corpus than taking undue risks and may refrain from investing in equity altogether.

When we initially meet the client we try to understand his/her investment objective. Each client will have a different goal and a different approach towards investment. Just as every client has a risk profile, every financial product also has its own risk profile. We help to match the two. We offer financial products that are most suited to the customer’s needs and profile. Our focus is always the investor and hence we adopt a need based approach rather than a product focussed approach.

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."