Financial products and solutions tailored to suit to your needs, dreams and plans.

Helping families in Wealth Generation for 24 years with unbiased financial guidance

Manage personal finance all under one roof

At Wealth Creation Services, we give you one-stop shopping for all your personal finance needs. Our experts provide excellent service and are always ready to assist in any emergency that may arise!

Wealth Creation Services

Learn more about our agency.

Wealth creation services was started in 1997 by Rajendra Gawde our founder. Mr Rajendra had experience in multiple Indian wealth management firms before he started Wealth creation services. Based on his learning from top wealth managers he branched out to create a service focused on helping families plan their financial future in an unbiased manner.

In the last 24 years our firm has grown and now handles high net-worth individuals, corporate investors, and NRI clients in addition to families who have been working with us for long time. Our client base is of more than 1000 families and we handle distribution of wide range of financial products. Our firm has grown due to client referrals and clients love coming back to us as we are approachable and go all the way in solving the queries coming in from our clients.

We have built a trusted name with the clients in the last 24 years and the foundation of this has been our unbiased recommendations. We have helped our clients plan for a better future using a mix of financial products like mutual funds, tax saving schemes, life, health and general insurance products, fixed deposits etc. What makes us unique is the focus on truly helping our clients by mapping their needs with the future goals in an unbiased manner.

Why work with Wealth Creation Services ?

In the last 24 years our firm has grown and now handles high net-worth individuals, corporate investors, and NRI clients in addition to families who have been working with us for long time.

24 years of Experience

We have grown over these years due to referrals from our happy with our services.

We have worked with our clients for 24 years and this has been possible due to the very good services we offer to our clients. We have grown over these years due to referrals from clients who are happy with our services.

Trusted Financial Guide

We focus on building trust with our customers

Trust is a very important aspect of our work culture. We focus on building trust with our customers by offering unbiased advise to our clients when it comes to wealth planning.

Wide range of financial products

Mutual funds, tax saving, insurance, etc

We have expertise in mutual funds, tax saving, insurance and many more financial products. We use the mix of these products to help clients stay financially protected and generate wealth over time.  

Customers first approach

Customer is the focus of our services.

We believe that customers are our first priority and we do our best to help our customers. Our customer service has helped us engage customers over these 24 years and keep our customer happy working with us.

Founder Experience

Experienced Financial Distributor

Our founder Mr Rajendra Gawde is an experienced financial advisor and is closely associated with brands like Motilal Oswal, LIC and many more

Get Started Today

We at Wealth Creation Services guide you to the right solution with our expertise.

Mumbai, Maharashtra

Nathusheth CHS, MMC Cross Road No.5, Mahim West, Mumbai 400016.
B-503, Nathusheth CHS, MMC Cross Road No.5, Near Canossa School, Mahim West, Mumbai 400016.

Why Choose an Independent Financial Distributor?

One of the many advantages to having an independent advisor on your side is that they are able, unlike company specific financial planners who work for companies, we can offer you guidance tailored specifically towards what YOU need.

Wealth Creation Services

We have a team that is fully committed to serving your needs. They are experienced in their field and will work with you every step of the way from deciding what kind of plan would be best for your life goals, down to actually signing papers!
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Wealth Creation Services

Our Services are available in Mumbai, Maharashtra and surrounding areas.