SEBI Registered Investment Advisor in Bangalore

Free
Location
Banglore, Karnataka — India
Published
2026-08-31 12:16:44
Contact
Wealth Crafts
Phone Number
8618310798
Website URL

Description

Wealth Crafts is a SEBI Registered Investment Adviser in Bangalore offering structured, goal-based, and personalized investment planning for individuals, families, professionals, business owners, and NRIs. The advisory approach focuses on helping clients make informed financial decisions based on their financial goals, investment horizon, risk profile, life stage, and overall financial circumstances. Investment planning is more than simply selecting mutual funds or other financial products. It involves understanding where you currently stand financially, identifying your important short- and long-term goals, determining the required corpus, assessing risk, creating an appropriate asset allocation, selecting suitable investment instruments, and reviewing the strategy periodically. Wealth Crafts follows this structured approach to bring greater clarity and discipline to investment decisions. As a fee-only investment advisory firm, Wealth Crafts states that its recommendations are driven by clients' financial objectives rather than commissions or product incentives. The firm does not receive commissions or brokerage from financial products it recommends, helping maintain an advisory approach focused on the client's interests. Wealth Crafts is listed as a SEBI Registered Investment Adviser with registration number INA000018328. The investment planning process begins with understanding your financial goals, income, expenses, assets, liabilities, existing investments, and future priorities. This information is used to assess your financial position and establish realistic objectives. Risk profiling and investment timelines are then considered to develop an asset allocation strategy across appropriate asset classes such as equity, debt, gold, and other investments. Wealth Crafts also provides portfolio review and gap analysis, helping investors identify fragmented investments, unsuitable asset allocation, concentration risks, and areas that may require improvement. Specific investment recommendations, implementation guidance, portfolio rebalancing, and periodic reviews can help keep the investment strategy aligned with changing financial circumstances and market conditions. The advisory service can support a wide range of financial objectives, including wealth creation, retirement planning, children's education, home purchase, financial independence, NRI investment planning, and long-term financial security. The firm also works with sophisticated investors, senior executives, business owners, and NRIs who may have more complex financial planning requirements

Photos