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About Us

About Wealth6

At Wealth6, we are committed to providing comprehensive financial solutions that empower individuals and families to secure their financial future. With a strong focus on personalized financial planning, investment strategies, and wealth management, we help our clients achieve their financial goals with confidence.

Our team of experienced professionals works closely with each client to understand their unique financial situation and create tailored plans that align with their long-term objectives. Whether you are looking to invest, plan for retirement, manage risks, or optimize your portfolio, Wealth6 offers the expertise and resources you need to succeed.

At Wealth6, we believe that financial success is not just about wealth accumulation, but about making informed, responsible decisions that lead to lasting prosperity. Our mission is to make financial stability accessible to everyone, providing the tools and knowledge to help you build and sustain your wealth for generations to come.

Mission

Our mission is to make financial stability and growth accessible to every Indian by offering tailored financial services and knowledge. We empower individuals through financial education and personalized services, creating a path to financial well-being.

Vision

Our vision is to be the leading provider of holistic financial services in India, transforming lives through financial empowerment. We aspire to set new standards in the financial industry, ensuring that every individual has the opportunity to secure their financial future.

Values

Our core values revolve around empowerment, integrity, client-centricity, innovation, excellence, team spirit, and sustainability. We empower individuals, operate with integrity and transparency, and prioritize our clients' welfare above everything else.

Meet Our Team

Consulting Team

Bhavesh Modi

Bhavesh Modi

Life Insurance and Mutual Funds

Known for his problem-solving abilities, Bhaveshbhai expertly guides clients through complex financial decisions across various product lines, especially in insurance and mutual funds.

Chetan Patel

Chetan Patel

Mutual Funds and Equity-Related Products

Known for team education and providing market updates, Chetan keeps the Wealth 6 team and clients informed on current market trends, enhancing investment strategies.

Rahul Patel

Rahul Patel

Life Insurance, Mutual Funds

With a strong background in team management, Rahul oversees collaborative efforts within the firm, ensuring a seamless and supportive client experience.

Paresh Patel

Paresh Patel

Equity and Broking, Taxation and Income Tax

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 Thakkar

Kavit Thakkar

Mutual Funds and General Insurance and Mediclaim

Kavit is instrumental in risk management, offering clients well-rounded solutions in mutual funds and general insurance for comprehensive protection.

Mitesh Goswami

Mitesh Goswami

Mutual Funds and Equity-Related Products

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.