About Us — WealthGuard Financial Advisors

WHO ARE WE?

15

YEARS OF WORK EXPERIENCE

RK

SM

AP

MORE THEN 25K CLIENTS REVIEWS

We are a passionate financial advisory firm with over 15 years of experience in wealth management, retirement planning, insurance, and tax optimization. We help Indian families build financial security with innovative strategies, personalized plans, and disciplined investing that drives long-term growth.

Let's create something extraordinary!

Our Values

What We Stand For

The principles that guide every recommendation we make

Client First

Your goals drive our advice. We never recommend products for commissions — only what's best for you.

Transparency

Full disclosure of fees, risks, and returns. No hidden charges, no fine print, no surprises.

Evidence-Based

Our strategies are grounded in academic research, historical data, and proven financial principles.

Long-Term Focus

We don't chase trends. We build plans that compound wealth over decades, not days.

Our Journey

Milestones That Define Us

2010

Founded WealthGuard

Started with a vision to provide unbiased financial advice to middle-class Indian families.

2013

SEBI Registration

Received official SEBI RIA registration, becoming one of the few fee-only advisors in India.

2016

1000+ Families Served

Crossed the milestone of helping 1000 families achieve their financial goals.

2019

₹200 Cr+ AUM

Reached ₹200 crore in assets under management through disciplined, goal-based investing.

2022

Pan-India Presence

Expanded to serve clients across 15+ cities through our digital-first advisory platform.

2025

2500+ Families, ₹500Cr+ AUM

Growing stronger every day, trusted by families across India for their most important financial decisions.

About WealthGuard