Arvinder Kaur Sethi (French Teacher)   

When I first met Priyanka over ten years ago I was clueless about financial markets. Priyanka made an effort to teach me basic financial concepts and financial jargon. Every time she came across an interesting article she would pass it on to me. She encouraged me to take a keener interest in equity and mutual funds. She would always emphasise how important it is for a woman to be financially sound. Slowly but surely I started investing in mutual funds. Today I can proudly say that I am financially independent. Thanks Priyanka you have been a great help.


Jaineet Sethi (Research Analyst-Investment Banking)

 I would like to thank Priyanka for all the investment tips she has given me. She truly understands the investment objectives of a person based on his age and other factors and designs the most optimal investment portfolio. Constant follow-up and revision along with sound financial advice is the complete package that she delivers remarkably.


U A Jani (Entrepreneur)  

 Priyanka proactively tracks my portfolio on a regular basis. She also ensures I receive my portfolio statements on time. Whenever there have been any discrepancies she has made every effort to resolve them as soon as possible. She frequently updates me on the major happenings in the financial markets. She is easily accessible and adopts a customer friendly 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."