Overview

Focused on the Aspirations of Our Clients

 

At WealthVista Associates LLP , we believe that clients deserve a financial partner who is as committed to their goals as they are. Our independent business model, free from proprietary products, ensures that our focus remains solely on your best interests.

 

Our team of seasoned professionals, equipped with extensive financial expertise and a genuine commitment to understand your unique needs, collaborates closely to develop tailored strategies. We address your specific goals and challenges, ensuring confidence and clarity at every step of your journey.

 

Your financial well-being is always our top priority.

Our Services

Lending Solutions

Our tailored lending solutions are designed to help you meet your financial needs, whether for personal, business, or investment purposes….

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Insurance

We understand that effective welath management goes beyound investments and savings. A comprehensive financial strategy includes safegurading your assets and…

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Estate & Trust Planning

We recognize that wealth management is not only about growth but also about preserving and transferring wealth effectively. In this…

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Equity Broking

We recognize that equity investments are a vital component of building wealth. Our equity broking service facilitates to capitalize on…

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PMS & Alternate Investment Fund

With Indian market witnessing a surge in demand for innovative investment options, PMS & AIFs have emerged as prominent choices…

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Fixed Income

We understand that fixed income investments are vital for achieving a balanced investment strategy. Explore the wide range of bonds…

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Mutual Fund

A Smart Investment Choice Mutual funds have emerged as one of the most popular investment vehicles in India, offering investors…

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Who We Serve

We’re all in this together.

We work with a wide variety of investors in various stages of their financial journey.

No matter where you are in life, we have the expertise to support you.

Our team has a proven track record of managing the complex financial needs of individuals and families across generations.

Here are just a few of the types of clients we dedicatedly serve :-

Why choose us ?

 

  • Our open architecture model offers the best investment ideas from third-party providers.
  • We look beyond the numbers and listen – really listen – to what you say and don’t say, to craft tailored investment solutions.
  • Investment Strategy & Asset Allocation – We begin with the understanding that we are not “all knowing,” and that we cannot precisely model the entirety of the investment universe. With this in mind, we employ a flexible framework that combines qualitative insights with quantitative analysis. The goal here is to achieve consistent returns while recognizing market risks.
  • Access to Multi Asset Comprehensive Portfolio Reporting – Our reports can showcase assets and liabilities outside of our direct management to give you comprehensive view of all your financial instruments.
  • Periodic Review & Monitoring – Periodically evaluate your investments to ensure the investments remain aligned with your evolving financial goals and responsive to changing market dynamics.
  • Proactive Communication instills confidence and promotes transparency.
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  • Our open architecture model offers the best investment ideas from third-party providers.
  • We look beyond the numbers and listen – really listen – to what you say and don’t say, to craft tailored investment solutions.
  • Investment Strategy & Asset Allocation – We begin with the understanding that we are not “all knowing,” and that we cannot precisely model the entirety of the investment universe. With this in mind, we employ a flexible framework that combines qualitative insights with quantitative analysis. The goal here is to achieve consistent returns while recognizing market risks.
  • Access to Multi Asset Comprehensive Portfolio Reporting – Our reports can showcase assets and liabilities outside of our direct management to give you comprehensive view of all your financial instruments.
  • Periodic Review & Monitoring – Periodically evaluate your investments to ensure the investments remain aligned with your evolving financial goals and responsive to changing market dynamics.
  • Proactive Communication instills confidence and promotes transparency.

Recent Blog Posts

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Testimonials

I’m incredibly proud of you both for leaving behind the comfort of corporate life and thriving in the challenging world of financial services.
Having worked with you for over 12 years, I’ve been consistently impressed by your expertise, thorough preparation, and tailored solutions that truly sets you apart. Unlike typical advisors, you present a thoughtful range of options, helping clients make informed decisions. Your personalized service, consistent follow-ups, and timely support have been invaluable, especially as you’ve guided me through the financial decisions for my dream project— developing my ancestral property.
WealthVista’s dedication, creativity, and genuine care for clients makes you exceptional. I’ve seen you grow immensely over the past year, and I’m confident this is just the beginning of your success.

Ramkrishna Narhar Joshi

Ex-President- Project management& Implementation , Makers Development Services Pvt Ltd, Mumbai

I want to recognize the exceptional work WealthVista has done over the past year. Their meticulous attention to detail and commitment to excellence have truly set them apart. The team consistently provides top-tier service and performance that surpasses expectations.
It’s been a pleasure watching the young leaders shine, and I’m confident their expertise will continue to grow as they manage wealth with precision and care.
Wishing you continued success and looking forward to even greater achievements together.

Ashish Ahuja

Managing Director, Datamatrix Technologies Inc.

I’m thrilled with the exceptional service from the Wealthvista team, especially in their first year. They provide clear, actionable insights backed by meaningful data, helping me make informed investment decisions. Their deep understanding of investment management and patience in addressing all my queries have been invaluable. They present complex information in an accessible way, ensuring I’m always well-informed and confident in my choices. Overall, their expertise and attentive client service have greatly enhanced my investment management experience. I’m excited to continue working with them and trust in their ability to support my financial goals.

Mr. Saurabh

Senior IT Executive in a large global organization, Gurgaon

WealthVista founders Pinky and Arunava are definitely the people to trust with for managing and growing our wealth in safe yet rewarding manner. I personally feel that while lending counsel about investment decisions, they treat client’s money as their own and therefore are able to achieve that delicate balance of safety and reward. Also in terms of other services such as insurance, loans, etc., it’s a pleasure to see how diligently and effectively they deliver, driven by best interest of their client.
I would highly recommend WealthVista to anyone who wants to work with Advisors/Partners with very high level of genuine interest in protecting and growing client’s wealth.

Santosh Bhosle

HR Strategy Advisor, Executive Coach, Independent Director in an MNC , Mumbai

Congratulations Arunava & Pinky on WealthVista’s first anniversary!!
Having known you for over a decade, I had no hesitation in choosing your services. Your advice has consistently helped secure and grow my hard-earned money. Over the past year, I’ve been pleased with my portfolio’s performance and your genuine concern for my financial well-being.
I also appreciate your platform, which provides a clear view of all my investments—whether through WealthVista or not—including those of my family members. I look forward to your continued success and the addition of new services in the future.

Ravi Venkataramana

Ex-Global Major Projects - Pursuit Leader @ Schneider Electric Systems, Vizag

Having known Ms. Pinky Rathore for over a decade during her exceptional tenure at Standard Chartered Bank, I can confidently say that her dedication to trust, reliability, and customer service is unparalleled. Her unwavering commitment to her clients was always evident, and I am thrilled to see her bring the same level of excellence to WealthVista Associates. Here’s to many more years of success and exceptional service!

Sunil Dhar

NRI. Unit Head - IT, Administration & Vendor Management, Samba Bank UAE (Samba Financial Group)

It’s incredible to see WealthVista nearing its first year—congratulations!
Having known Arunava for over six years, I’ve always admired his dedication and client-focused approach. With WealthVista’s expert guidance, my portfolio has shown remarkable growth. I also appreciate your support beyond investments , from offering guidance on health insurance to assisting with travel and other financial needs.

Edwin Roedert

Director - Finance , APL (India) Pvt Ltd, Mumbai

Where money matters, trust is a highly important sentiment. My earlier experiences with Pinky Rathore demonstrated professionalism, sound guidance, and a deep understanding of customer sentiments regarding investments. She has ensured that WealthVista embodies these qualities just as well. This is evident in the communication support and the features provided through the app. I feel confident entrusting my wealth management to WealthVista.

Rajesh Kurup

Commercial Manager MOL (Europe & Africa) Ltd , United Kingdom, NRI

WealthVista Associates, led by seasoned financial consultants Pinky and Arunava have demonstrated an exceptional ability to understand client needs and provide tailored financial solutions. Their structured approach and innovative strategies have impressed me, making them my go-to experts for my personal finance. Their expertise and dedication have significantly enhanced my investment experience, and I am thoroughly amazed by the results they deliver. Highly recommended.

Karan Shekhawat

Senior Software Engineer, TestYantra , Mumbai

Congratulations Team WealthVista on your successful first year! We appreciate WealthVista’s transparent, personalized, and professional services, along with the timely support that maximizes client benefits. Your tireless effort has made us confident and comfortable discussing our financial goals, and we find the execution process to be quite seamless. We’re happy to recommend WealthVista’s services to our friends and family.

Mr. Solanki

NRI , Dubai

Crafting Your Financial Journey

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