Revolutionizing Your Financial Future
Vision & Mission
Vision.
To be the most trusted financial partner, to every Indian—especially to men and women in uniform and to Gen-Z, and to set them up for financial freedom.
Mission.
At Wealth Analytica, our mission is to simplify personal finance and to enable our clients to make informed, goal-based financial decisions with confidence and clarity.
Risk Factors –
Investments in mutual funds are subject to market risks. Read all scheme related documents carefully before investing. Mutual fund schemes do not assure or guarantee any returns. Past performances of any mutual fund scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for mutual fund schemes. We deal in regular plans only for mutual fund schemes and earn a trailing commission on client investments. Disclosure for commission earnings is made to clients at the time of investments. Option of direct plan for every mutual fund scheme is available to investors offering advantage of lower expense ratio. Since we are not entitled to earn any commission on direct plans, we do not deal in direct plans.
AMFI Registered Mutual Fund Distributor – ARN- 347542 | Date of initial registration – 07 Dec 2025 | Current validity of ARN – 06 Dec 2028
Grievance Officer- Deepali Bhende (Director & COO) | info@wealthanalytica.in