At Wealth6, we bring over three decades of expertise in simplifying wealth creation. From personalized financial planning to innovative investment strategies, we are dedicated to helping you secure your financial future. Discover how we blend trust, experience, and results to meet your unique goals.
Learn MoreExplore a diverse range of financial services designed to help you achieve your investment goals. From mutual funds to portfolio management, we deliver solutions tailored to your needs.
Mutual Funds: Collective investment managed by professionals pooling money from multiple investors.
Portfolio Management Services (PMS): Customized investment solutions managed by experts for high-net-worth individuals.
Alternative Investment Funds (AIF): Private pooled investments in diverse non-traditional asset classes.
Systematic Investment Plan (SIP): Invest regularly in mutual funds for growth.
Peer-to-Peer (P2P) lending: Direct lending between individuals, bypassing financial institutions.
Loan Against Securities (LAS): Borrow funds by pledging securities as collateral.
Life Insurance: Financial protection for beneficiaries in case of policyholder\'s death.
General Insurance: Financial protection for assets against unforeseen risks and damages.
Mediclaim: Health insurance covering medical expenses for illness or injury.
Loans: Borrowed money that must be repaid with interest over time.
Explore our comprehensive range of tools designed to simplify your financial decisions. From interactive calculators to insightful analysis tools, we offer the resources you need to make confident and informed investment choices.
Explore powerful mobile tools designed to enhance your financial experience. Access calculators, analysis tools, and more—right at your fingertips—anytime, anywhere.
You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
As someone who's always been busy with work, managing my investments was a daunting task. That's where Bhavesh Modi stepped in. His expert guidance in SIPs, mutual funds, and life insurance has been invaluable. I've been consistently impressed by their ability to simplify complex financial concepts and tailor investment strategies to my specific needs. Their proactive approach and timely advice have helped me achieve a great CAGR. I'm truly grateful for their expertise and dedication.
When I first approached Wealth 6, I wasn’t sure how to achieve my financial goals. Their team carefully analyzed my situation and provided a comprehensive plan tailored to my needs. From selecting the right Mutual Funds to guiding me on SIPs and equity investments, they left no stone unturned. The regular updates and transparent communication have been invaluable, and I now feel more confident about my financial future than ever before
Wealth 6 has redefined what professional financial advisory means. The team took time to understand my risk appetite and long-term objectives, suggesting investments that perfectly matched my profile. I’ve diversified my portfolio across bonds, PMS, and smallcase investments, all thanks to their expert guidance. Their seamless execution, combined with proactive market insights, has made investing a truly rewarding experience. I highly recommend them to anyone seeking a trustworthy financial partner.
One of the standout qualities of Wealth 6 is their commitment to keeping clients informed. They provide detailed market updates, explain trends, and suggest strategies that align with market dynamics. As someone who was initially hesitant about investing, their transparency and willingness to educate me have made all the difference. Their advice is not just insightful but also actionable, which has helped me grow my wealth significantly over time.
Wealth 6 isn’t just about managing money—they’re about building a secure financial future. They’ve guided me through challenges, offering solutions tailored to my circumstances. Their strategic planning, combined with their vast experience in various financial products, has helped me steadily grow my wealth over the years. I’ve found a trusted advisor and a long-term partner in Wealth 6.
Known for his problem-solving abilities, Bhaveshbhai expertly guides clients through complex financial decisions across various product lines, especially in insurance and mutual funds.
Known for team education and providing market updates, Chetan keeps the Wealth 6 team and clients informed on current market trends, enhancing investment strategies.
With a strong background in team management, Rahul oversees collaborative efforts within the firm, ensuring a seamless and supportive client experience.
With in-depth knowledge in broking and tax matters, Pareshbhai provides tax-efficient strategies and expert insights in equity products, assisting clients with specialized tax and brokerage needs.
Kavit is instrumental in risk management, offering clients well-rounded solutions in mutual funds and general insurance for comprehensive protection.
An experienced trainer for associate partners, Miteshgiri enhances the firm’s capabilities by mentoring associates, fostering growth in their understanding of mutual funds and equity markets.
We collaborate with industry-leading partners to provide you with the best solutions. Our network is built on trust, innovation, and shared success, ensuring that you receive unparalleled expertise and service.
As someone who's always been busy with work, managing my investments was a daunting task. That's where Bhavesh Modi stepped in. His expert guidance in SIPs, mutual funds, and life insurance has been invaluable. I've been consistently impressed by their ability to simplify complex financial concepts and tailor investment strategies to my specific needs. Their proactive approach and timely advice have helped me achieve a great CAGR. I'm truly grateful for their expertise and dedication.
When I first approached Wealth 6, I wasn’t sure how to achieve my financial goals. Their team carefully analyzed my situation and provided a comprehensive plan tailored to my needs. From selecting the right Mutual Funds to guiding me on SIPs and equity investments, they left no stone unturned. The regular updates and transparent communication have been invaluable, and I now feel more confident about my financial future than ever before
Wealth 6 has redefined what professional financial advisory means. The team took time to understand my risk appetite and long-term objectives, suggesting investments that perfectly matched my profile. I’ve diversified my portfolio across bonds, PMS, and smallcase investments, all thanks to their expert guidance. Their seamless execution, combined with proactive market insights, has made investing a truly rewarding experience. I highly recommend them to anyone seeking a trustworthy financial partner.
One of the standout qualities of Wealth 6 is their commitment to keeping clients informed. They provide detailed market updates, explain trends, and suggest strategies that align with market dynamics. As someone who was initially hesitant about investing, their transparency and willingness to educate me have made all the difference. Their advice is not just insightful but also actionable, which has helped me grow my wealth significantly over time.
Wealth 6 isn’t just about managing money—they’re about building a secure financial future. They’ve guided me through challenges, offering solutions tailored to my circumstances. Their strategic planning, combined with their vast experience in various financial products, has helped me steadily grow my wealth over the years. I’ve found a trusted advisor and a long-term partner in Wealth 6.
