wealthcraft.org.in

About Us

OUR PROCESS

Your Path to Financial Success

1.
Understanding Client Goals

We start with a consultation to understand your financial goals, risk tolerance, and investment preferences.

2.
Personalized Financial Planning

We create a tailored financial plan covering investments, insurance, retirement, and wealth growth.

3.
Portfolio Implementation

We implement the plan by selecting appropriate financial instruments like mutual funds, loans, and insurance.

4.
Ongoing Monitoring & Reviews

We monitor your portfolio, review performance, and make adjustments to align with your goals.

1.
Understanding Client Goals

We start with a consultation to understand your financial goals, risk tolerance, and investment preferences.

2.
Personalized Financial Planning

We create a tailored financial plan covering investments, insurance, retirement, and wealth growth.

3.
Portfolio Implementation

We implement the plan by selecting appropriate financial instruments like mutual funds, loans, and insurance.

4.
Ongoing Monitoring & Reviews

We monitor your portfolio, review performance, and make adjustments to align with your goals.

How FundzBazar Empowers WealthCraft

Start your Investment journey with FundzBazar. 

 

1880951+
Happy Investors

Expanded Investment Options

Seamless Digital Transactions

Real-Time Portfolio Tracking

Automated Client Management

Secure & Compliant

ABOUT THE FOUNDER

VIVEK SHAH

IMG_2008
Financial Manager VIVEK SHAH

ADVOCATE

KALPANA SHAH

WhatsApp Image 2025-04-24 at 12.15.50 PM
Advocate KALPANA SHAH

Client Focus & Profile

At WealthCraft, our clients are at the heart of everything we do. We serve a diverse range of individuals, families, and businesses who seek expert financial guidance tailored to their unique goals. Whether you’re a young professional starting your wealth-building journey, a family planning for the future, or a business owner looking to manage risks and grow assets, our personalized approach ensures solutions that align with your specific needs. With a focus on trust, transparency, and long-term relationships, we are committed to helping our clients achieve financial success at every stage of life.

OUR USP'S

WHY CHOOSE US?

FundBazaar's Support

Expertise

Advanced Technology

Diversification

Security

Digital Transactions

Professional Service

We provide professional money saving techniques and services.

Support 24/7

Contact our professional team whenever you need our help.

Customer Care

Talk with our support staff in case of emergency and confusion.