Client Testimonial

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For many years, I was not sure of how and where to invest my funds accurately? And I always thought simple bank savings was enough. But I realised that in order to achieve financial goals, there has to be a diversified portfolio to cover short and long term goals. After watching my friends do it, I started doing it myself and was able to get decent returns but associating it to definite goals was difficult!

One day my friend referred Ms. Purnima Goyal (Founder of Wealthpluz Financial Services). I fixed up a meeting just to understand how she / her firm could add value to my current investment. In the meeting I was really impressed to see that she had complete knowledge, she was able to efficiently answer all my queries, she did my portfolio analysis and gave me exact figures that I need to deploy going forward to achieve my goals such as child higher education, child marriage, my retirement ,my new flat, new car, foreign trips etc. I realised that it’s advantageous to have a qualified professionals like Ms Purnima to manage my funds. Furthermore, she reviewed all my current policies of Health & Life Insurance. She brought to my notice that I was getting very less coverage in my current health plan. Then with same premium, she offered me a better plan with much higher coverage & better features. She really has an eye for detailed analysis. So, all I want to say is I am really happy to offload my portfolio management and even management of my policies / health insurance to Wealthpluz and if I wasn’t associated with them , I would have been blindfolded and may have found it very difficult to achieve my goals.
Capt. Sameer Saxena (Jaipur)
Master with Navigate Shipping
Wealthpluz team has very convenient and flexible approach for advising clients in tax savings and other investment products. Their team spends lot of time in doing objective mapping of their clients and advising products accordingly . They offer a good detailed information for all the investment whether it's equity/debt/ tax savings. Their advisory team is well informed and it alerts you at various stage of your investment journey. Overall enjoying my experience with wealthpluz team. Totally recommended for bespoke wealth management services.
Apoorv Naidu (Dubai)
Working at Dubai Islamic Bank
I would like to thank Purnima & Arpit from bottom of my heart for their incredible dedication & guiding me correctly about the various investment products available for long term wealth creation. Learning the concept of Financial Freedom & wealth creation was never so easy for me. Their guidance has helped me understand my financials better & certainly now I feel confident that am on right track w.r.t my investments. Few key areas which I liked about Wealthpluz: Hassle free Execution of all my investments from the comfort of my home. Explaining about various financial products with real time data. Regular Checks & Balances with expert advice along with professional reports. Simple & real time dashboard for tracking all my investments. & lastly they are a big motivation & always ensure that we are financially disciplined.
Parul Ajmera (Bengaluru)
Senior Software Developer
I am so happy and very much satisfied with the financial guidance that Purnima & Arpit has provided. I have been very fortunate enough that I got associated with Wealthpluz as my Financial Planners & getting our finances on right track. They helped me in selecting the right available products which suits my requirements w.r.t investments, health insurance etc. They are doing a commendable job of financial coaching & motivating people for wealth creation. Wealthpluz is doing a commendable job & growing rapidly. Wish you all the best.
Ekta Bishnoi (Jaipur)
Director at Yasheeta Info Solutions
It has been a great experience with Wealthpluz. Their app is very user friendly and it's a one stop solution for all my investment needs. Mr Arpit and Ms. Purnima are extremely helpful and always available for any queries and guidance. They have a very structured & professional approach & I can say for sure that they are growing. They are taking really good care of my investments. I highly recommend team Wealthpluz for making investments.
Prashant Garg (Pune)
Senior Build & Release Engineer at Cerillion Technologies, Pune
First of all, I cannot thank you enough for your assistance in managing my Investments. I had a seamless joining experience with Team Wealthpluz. It has been very convenient to keep track of all my investments in real time on the provided app & web portal. Considering the fact that as an NRI, they take extra endeavour to service as per the required time zone with full professionalism & needful courtesy. Your prompt reply to all my queries is always much appreciated. My best wishes for your success in the future .
CE Manish Sharma (Gurgaon)
Chief Engineer at Qatar Gas
I am nearing to retirement & was looking for a financial advisor for managing my funds better with systematic approach. I am glad that I met Wealthpluz, who guided me well & helped with correct utilisation of my corpus fund. I believe I will be benefited from their advise/suggestion. Looking forward to invest more once my fund performance makes a consistent improvement.
CE Priyam Palit (Kolkata)
Chief Engineer at BPMS,Singapore
I am Ankit Garg working with TCS, Gandhinagar. We got associated with Wealthpluz Financial Services through a reference. Me & my family had discussions with Purnima & Arpit for our personal financial planning. After understanding the plan we did start investing in Mutual Funds through them since 2020. Ms. Purnima had suggested us very good Long Term & Short Term Plans to achieve our Financial Goals. The client app which they provide for tracking all our investments is very user friendly. I was impressed with the way they explain us about our financial plan & ensure that we understand every thing prior investment process. They are very supportive. Our Investment have provided more than expected rate of return in such a short span of time. We are happy with our MF Investments & Health Insurance plans managed by them.
Ankit Garg (Gandhinagar)
Working at TCS
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