Welcome To WEALTH TRUST

A reputed name for comprehensive financial advisory and product distribution services in Kolkata.

Here's our mission is to provide our clients comprehensive, competent and customised financial solutions in wealth preservation and wealth creation areas. We are committed to provide clients with simple, unbiased and uncluttered professional advice that adds the value to the quality of life and results in actionable solutions.

So, start Investing in your dreams, and watch them to flourish

What Makes Us The Trusted Investment Advisor?

Availability

People usually prefer to deal money matters when they are free. We are 24X7 available.

Credibility

People trust qualified professionals like financial planners to manage their hard-earned money efficiently & effectively.

Ethicality

Other parameters become meaningless in absence of ethics – a non negotiable factor.

Why WEALTH TRUST?

One Platform for All your Investment Needs

Personalised Guidance for Your Whole Life

In-House Investment solutions with goal-driven approach

30 years of assisting India in building wealth

We Offer Personalized Financial Planning Services

Wealth Management

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

Retirement Planning

Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently.

Child Education Planning

A Child Education Plannning in Mutual Fund is an investment option that helps to create a financial net to secure your child's future financial needs.

Child Marriage Plannng

When the children are young parents must save and invest for children's marriage as early as possible to give the money the time to grow into a large corpus.

Insurance Planning

Insurance planning is the process of carefully selecting insurance policies to financially protect their family members, assets, etc., against unexpected losses.

Tax Planning

It is a practice where one analyses his financial situation based on tax efficiency point of view so as to invest and utilize the resources optimally.

We Offer Personalized Financial Planning Services

Wealth Management

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

Retirement Planning

Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently.

Child Education Planning

A Child Education Plannning in Mutual Fund is an investment option that helps to create a financial net to secure your child's future financial needs.

Child Marriage Plannng

When the children are young parents must save and invest for children's marriage as early as possible to give the money the time to grow into a large corpus.

Insurance Planning

Insurance planning is the process of carefully selecting insurance policies to financially protect their family members, assets, etc., against unexpected losses.

Tax Planning

It is a practice where one analyses his financial situation based on tax efficiency point of view so as to invest and utilize the resources optimally.

We Offer Personalized Financial Planning Services

Wealth Management

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.

Retirement Planning

Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently.

Child Education Planning

A Child Education Plannning in Mutual Fund is an investment option that helps to create a financial net to secure your child's future financial needs.

Child Marriage Plannng

When the children are young parents must save and invest for children's marriage as early as possible to give the money the time to grow into a large corpus.

Insurance Planning

Insurance planning is the process of carefully selecting insurance policies to financially protect their family members, assets, etc., against unexpected losses.

Tax Planning

It is a practice where one analyses his financial situation based on tax efficiency point of view so as to invest and utilize the resources optimally.

Our Products

Mutual Fund

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Capital Market

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Life Insurance

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Health Insurance

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Car Insurance

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Our Products

Mutual Fund

Read More

Capital Market

Read More

Life Insurance

Read More

Health Insurance

Read More

Car Insurance

Read More

Our Products

Mutual Fund

Read More

Capital Market

Read More

Life Insurance

Read More

Health Insurance

Read More

Car Insurance

Read More

Our Records

30+
Years Experience
600+
Happy Clients
4000+
Lacs AUA
30+
Financial Products

Our Insurance Partners

Our Mutual Fund Partners