About Us
We will adhere, individually and collectively, to our commitments, our values, and the ethical conduct of our business. To our customers, we are committed to provide quality products and services that consistently represent an exceptional value and result in high customer satisfaction. To society, we are committed to improving the status of living for a large section of the population through our passion for financial inclusion. To our employees, we are committed to offer a rewarding workplace that encourages mutual respect, communication, openness to challenge, and the opportunity for both personal and professional growth. To our investors, we are committed to create value and consistently delivering outstanding financial returns.
Being a world-class financial services organisation by achieving global best standards and practises, led by its aim of expanding to a higher degree of sophistication and maturity.
To put all of our effort into providing the best possible service, quality, dependability, safety and customer care as our ultimate aim. to surpass all stakeholders' expectations and win their trust in order to establish the Company as a reputable household name. To continually attain the greatest levels of productivity and strong growth. Being a technologically advanced, productive and financially stable organisation. To contribute to the fostering of national and communal development. To promote human values and care for society, the environment, and people above all else as a responsible corporate citizen. Fostering a work environment that encourages innovation, teamwork and personal development in order to overcome obstacles and achieve objectives to foster talent, ideas, and value systems. To preserve the guiding ideals of transparency, honesty, and trust in all communication and business relationships.
Why Wealthify
We always listen customer actual fianncial needs and our core experienced team provide the best suggestion and right product for their benefits and money growth.
Our well versed and experienced set of team always focus on market trends and reaserce the market vives of global presence and finance risk. We always believe in 100% customer satisfaction and benefits.
Our prime and focused USP is to give maximum and safe benefits.
We offer Mutual Fund Investments from almost all AMC (Asset Management Company) after consultation on Risk Appetite, Investment horizon and GOAL on Investment from our clients. We also evaluate the requirement
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We offer Mutual Fund Investments from almost all AMC (Asset Management Company) after consultation on Risk Appetite, Investment horizon and GOAL on Investment from their clients. We also evaluate the requirement of investment in PMS and AIF, if client’s profile and investment goal matches to the investment horizon and quantum of investment.
Mutual Funds are professionally managed, flexible, and diverse investment solutions that have the potential to provide substantial returns in the long term. Different mutual funds are appropriate for different risk profiles. These funds pool money from several participants and invest it in securities such as equities, bonds, money market instruments, and other assets. Mutual funds are managed by highly skilled and experienced professional fund managers.
The primary goal of investing in mutual funds is to maximise profits while limiting risks through diversification. Mutual fund investments are the most secure and simple approach to build money. The fund manager's skills and competence should be taken into account while picking a fund. All mutual fund investments are quite transparent, and they are all registered with the Securities Exchange and Board of India (SEBI)
Mutual Funds are of different type and we are advising to clients according to the decided GOAL and RISK appetite of clients;
Benefit of Mutual Fund;
In Mutual Funds, one can invest in 4 ways of investment style;
Portfolio Management Service manages your financial portfolio professionally in order to generate consistent results. Portfolio Management Service eliminates all monitoring headaches by providing benefits such as regular evaluations and great risk management flexibility, making it a perfect PMS investment route for high-net-worth investors. We will give you multiple product offering, tracking of your investments and options to switch to better opportunities.
The typical conventional investments (asset classes) like equities, debt securities, etc. are not the same as alternative investment funds (AIFs). A privately pooled investment entity called an alternative investment fund gathers capital from knowledgeable private investors. Investors that want to diversify their portfolios can invest in Alternative Investment Funds. AIF investments are open to everyone who is an Indian, including NRIs, PIOs, and OCIs. They will need to fulfil the requirements for qualifying, though.
Direct equity investment is all about having a long term and sustainable growth. Stating some facts, over the last 4 decades, the BSE Sensex has given a CAGR of 17% which has been the highest amongst all asset classes in India.
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Direct equity investment is all about having a long term and sustainable growth. Stating some facts, over the last 4 decades, the BSE Sensex has given a CAGR of 17% which has been the highest amongst all asset classes in India. The number of new Demat Accounts added between April20 – March’22 was more than the double the account opened in FY 20. In last 2-3 years, due to disruption in digitisation in Broking industry, almost 11 crores of demat account opened. Now a days, we require demat services for almost every financial investment instrument and advisable to all to decide with whom one opens the account. Our team will help you to find out the best broker available in market which cater all your needs.
Being well aware of the markets being tricky and unpredictable, one needs to play it right. This is where STG Capital steps in, as an investor needs a trustable partner to bank on that could help decipher the market information, aligning the investment objectives with the desired goals. We are authorized sub-broker as per SEBI guidelines committed to serve customers with best equity advisory.
Unlisted Securities / Pre-IPO is a mass affluent and wealth management category asset class giving an edged solution to the investor where value unlocking to the investor happens much before public securitization (Listing).
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Unlisted Securities / Pre-IPO is a mass affluent and wealth management category asset class giving an edged solution to the investor where value unlocking to the investor happens much before public securitization (Listing). Let us take this asset class to each & every one of our valued customers for their choice-based allocation. This product is a hook product in most of the wealth management outfits in acquisition and servicing of the customers.
We offer distribution of Bonds and Fixed Income products in the wholesale market space to ensure each of the distributor and large-scale retail outfit to benefit out of the product association and helping their clients build balance in
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We offer distribution of Bonds and Fixed Income products in the wholesale market space to ensure each of the distributor and large-scale retail outfit to benefit out of the product association and helping their clients build balance in their portfolio. The client comprises of National Distributors, Franchises and advisors in financial services spectrum. Being one of the well-known wholesale market players in distribution and wealth management space, we aim at helping you in financial planning and achieving long-term goals through our widespread offerings.
We are aware of the difficulties associated with managing wealth as well as the difficult decisions that individuals and their families must make. Our goal is to create a strategy that considers both your present and future
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We are aware of the difficulties associated with managing wealth as well as the difficult decisions that individuals and their families must make. Our goal is to create a strategy that considers both your present and future wellness as well as the wellness of the individuals you cherish and care about. Finding this equilibrium is difficult, and the problems that result are considerably more complicated than simply choosing the right assets.
We attempt to examine and project when drafting blueprints for our clients.
Our team will help you to find out the best Insurance services available for you covering Life, Health and any General Insurance. Primarily, our team understand your requirement and vision & goal for such Insurance specially Life Insurance.
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Our team will help you to find out the best Insurance services available for you covering Life, Health and any General Insurance. Primarily, our team understand your requirement and vision & goal for such Insurance specially Life Insurance.
There are many Life-Insurance available in India and our team assist you to find out the best suited insurance for you. Different types of Life Insurance are;
We are also advising Non-Life Insurance to help you out to identify the best suited plans such as;
