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EXCELLENTBased on 8 reviewsTrustindex verifies that the original source of the review is Google.Sumit Kumar2024-09-14This plateform is very good & safe for every investor's Who's interested in Invest his money for future.Trustindex verifies that the original source of the review is Google.CHIRAG SARRAF2024-09-14Best aap for investmentTrustindex verifies that the original source of the review is Google.Bittu Kumar2018-11-27i am getting excellent mutual funds service.Trustindex verifies that the original source of the review is Google.PREMCHAND Kumar2018-11-27Very helpful for Financial Investment Planning******** and best investment Adviser in Bihar Patna ,,,,,,,,,,,,,,Trustindex verifies that the original source of the review is Google.Sumit Kumar2018-11-27Best place to buy mutual fund and insurance can see /manage both of them in this mobile app Wealth Plan KaroTrustindex verifies that the original source of the review is Google.Gautam Ghosh2018-10-19Good company if you are looking to invest in Mutual Fund in Patna. Highly impressed with their knowledge. They analysed my financial goals and helped me build a diversified portfolio for me. Keep up the goood work!Trustindex verifies that the original source of the review is Google.Komal Agrawal2018-10-19I have invested through wealth plan karo through their online platform and got very good advisory and services
Discover what our clients have to say about the benefits of investing with us
We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.
Own Buisness
Unlike most IFAs, Wealth Plan Karo is not sales motivated. It is a refreshing change to deal with someone not motivated by selling products which does not necessarily meet my needs. Their proactive approach to financial planning has already put me in a much stronger position. I have no problem in recommending him to my friends.
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Registered With AMFI: Yes
ARN 40375 from 20-Sep-2023 to 30-Sep-2026
ARN-150581 from 06-May-2024 to 05-Jul-2027
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