About Us

Home / About Us

About Us

Home / About Us

About Us

Home / About Us

Welcome to WEALTH TRUST

A reputed name for comprehensive financial advisory and product distribution services in Kolkata.

Here's our mission is to provide our clients comprehensive, competent and customised financial solutions in wealth preservation and wealth creation areas. We are committed to provide clients with simple, unbiased and uncluttered professional advice that adds the value to the quality of life and results in actionable solutions.

So, start Investing in your dreams, and watch them to flourish.

What We Offer

Every planning or solution needs proper execution to fructify into desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively and most importantly, everything will be as per your risk profile and needs.

The first step for proper investment planning starts with assessing your actual need of investment. We would help you to know how much you need to save meaningfully to fulfil your responsibilities in life and also achieve your prominent financial objectives / goals in life.

Wealth management is a subject, that covers broad areas of wealth creation, retention and management. Our role would be to engage with in planning and executing solutions and strategies for achieving your multiple financial objectives under the umbrella of our wealth management.

Our Philosophy

Right People To Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

Value Aadded Services

Our services ensure comfort convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investment anytime, anywhere.

Rich Product Busket

We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.

Client Centric Approach

Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that your benefits first and the most.