OUR COMPANY

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ABOUT US

Mr. Sanjay Mehta, the proprietor of WealthHealth, is a certified AMFI mutual fund distributor with around 15 years of experience in the wealth creation and distribution industry.

WealthHealth started its journey in 2004, with the dream to help people achieve their financial goals. WealthHealth focuses on integrity and client satisfaction as its only goals.

In order to cater to the ever-changing client requirements, WealthHealth provides customised products and services including:

• Mutual Funds
• Insurance cover including life, health and general insurance
• Alternate Investment Funds (AIFs) and Portfolio Management Services (PMS) affiliated with reputed and recognised institutions
• Loan facilitation services including business, home and personal loans from reputable banks and institutions
• Structured products
• Estate Planning affiliated with reputed and recognised institutions
• Equity trading cum Demat account
• Investment in unlisted shares, bonds, and NCDs

We focus on providing customized wealth advisory services to individuals and corporate based on their specific needs. We offer many solutions through an open-architecture platform and oversee investments in a comprehensive manner. In common parlance, we don’t sell plans but we advise as per client need and their goals that they need to achieve. While choosing the services, priority has been given to Indian consumer mindset, needs, expectation, necessity, customs, lifestyle, relations, sentiments and of course their dreams.

DISCLAIMER: WealthHealth is an AMFI registered mutual fund distributor. No content on this website should be considered as investment advice. The above information is for education purpose only. The views, opinions, reviews and analysis are not to be used as a measure of recommendation to buy or sell any investment asset.