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EXCELLENT Based on 8 reviews Sumit Kumar2024-09-14Trustindex verifies that the original source of the review is Google. This plateform is very good & safe for every investor's Who's interested in Invest his money for future. CHIRAG SARRAF2024-09-14Trustindex verifies that the original source of the review is Google. Best aap for investment Bittu Kumar2018-11-27Trustindex verifies that the original source of the review is Google. i am getting excellent mutual funds service. PREMCHAND Kumar2018-11-27Trustindex verifies that the original source of the review is Google. Very helpful for Financial Investment Planning******** and best investment Adviser in Bihar Patna ,,,,,,,,,,,,,, Sumit Kumar2018-11-27Trustindex verifies that the original source of the review is Google. Best place to buy mutual fund and insurance can see /manage both of them in this mobile app Wealth Plan Karo Gautam Ghosh2018-10-19Trustindex verifies that the original source of the review is Google. Good 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! Komal Agrawal2018-10-19Trustindex verifies that the original source of the review is Google. I 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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