A mutual fund company is a type of investment company that pools money from many individual investors and uses that money to invest in a portfolio of securities, such as stocks, bonds, or other financial assets.
Mutual fund companies are regulated by the Securities and Exchange Commission (SEC) in the United States and other similar regulatory bodies in other countries.
At Wealthwheel Finserv, we connect you with a wide range of trusted financial products that are tailored to suit your personal and business needs. Whether you are looking for investment opportunities, insurance, loans, or retirement planning options, we partner with reputable financial institutions to bring you the best deals and expert advice.
With 15 years of experience in the financial sector, our goal is to simplify your financial journey by providing transparent, easy-to-understand information and solutions that help you achieve your financial goals.
Invest in mutual funds and benefit from professional management, diversification, and potential market-linked returns. Choose from equity, debt, or hybrid funds to build a strong financial future.
A fixed deposit is a trusted way to park your money while earning assured returns. Benefit from attractive interest rates and secure your future with ease.
Secure and grow your wealth with bonds that offer stable returns. From government-backed options to corporate bonds, choose the right investment for consistent earnings and capital protection.
Ensure financial security during medical emergencies with the right health insurance plan. Cover hospitalization, treatments, and critical illnesses while enjoying cashless benefits at leading hospitals.
Secure your family’s future with a life insurance policy that provides financial stability in your absence. Choose from term plans, endowment policies, or ULIPs to ensure a worry-free tomorrow.
Protect yourself from unforeseen risks with comprehensive general insurance. Whether it's your home, vehicle, or business, the right coverage ensures financial security against unexpected losses. Stay worry-free with policies designed to safeguard what matters most.
Expand your business with the right financial support. Our business loans come with quick processing, minimal paperwork, and customized repayment plans to help you scale up without financial stress.
Turn your dream home into reality with our home loan solutions. Enjoy attractive interest rates, easy EMI options, and expert guidance to make homeownership smooth and stress-free.
Get quick access to funds with a hassle-free personal loan. Whether it's for a wedding, medical emergency, or any urgent need, our solutions offer flexible repayment options and competitive interest rates to suit your budget.
Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.
"As a busy professional, I don’t always have time to keep up with the latest financial products. Shiv Ratna Kumar has been an incredible resource in providing the right tools for me to protect my wealth and ensure a prosperous future. The team is always available to answer questions and guide me through any decision making process."
Plot No.19A, 1st Floor, Deewan Estate, Bhagwati Garden, New Delhi, Delhi, 110059, India
Copyright © Wealthwheel Finserv. All rights reserved.
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 the 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 structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure of commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor
ARN Name - Shiv Ratna Kumar
ARN No - 259595
