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Welcome to Wealthshree, your trusted companion in your financial journey. We understand that it's not just about managing your finances; it's about securing your dreams. At Wealthshree, we're committed to being a part of your journey and making those dreams come true

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  • About Us

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Services

  • Wealth Management

  • Portfolio Review

  • Risk Management

Products

  • Mutual Funds

  • Specialized Investment Funds (SIF)

  • Portfolio Management Services (PMS)

  • Alternative Investment Funds (AIF)

  • Corporate Fixed Deposits

  • Bonds

  • GIFT City Products

  • Will and Trust

Contact Us

Email :

info@wealthshree.com

Contact :

9820345037

Address :

FA 05-06, Vikas Business Centre, Lake City Mall, Kapurwadi Junction, Majiwada, Thane West- 400607

Wealthshree Private limited is an AMFI-registered  Mutual Fund Distributor ARN No: 365414, CIN No: U66190MR2026PTC478083

Wealthshree Private limited is an APMI-registered PMS Distributor | APRN - APRN09301

Investments in securities markets are subject to market risks. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.

The value of investments may fluctuate due to various factors including market conditions, interest rate movements, credit quality of underlying securities, and liquidity in the market.

Different types of financial products carry different levels of risk. Investors should evaluate their risk appetite and investment objectives before making any investment decision.

Please refer to the respective offering documents such as the Scheme Information Document (SID), Key Information Memorandum (KIM), Disclosure Documents, or other product-specific materials for detailed risk factors.

Wealthshree Private limited is an AMFI-registered Mutual Fund Distributor and provides distribution services only.

Wealthshree Private limited is NOT a SEBI Registered Investment Adviser.

Portfolio Management Services are subject to market risks. Please read the Disclosure Document of the PMS provider carefully before investing. Past performance is not indicative of future returns.

CIN / LLPIN: U66190MR2026PTC478083
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