About Us

Wealth Creation Services wide range of financial solutions.

We understand that you care about your family, business and possessions. We have the knowledge to navigate all of those unique risks so you can feel safe knowing they’re protected from anything life throws their way!

We are an independent financial company

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 a portfolio of more than taking into consideration multiple products that we distribute. 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.

The process of investment we adopt is
1. Financial Blueprint
2. Budgeting
3. Goal Setting
4. Risk profiling
5. Asset Allocation
6. Selecting right product
7. Monitoring & Rebalancing.

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

Our Mission

At Wealth Creation Services, we are dedicated to assisting our clients with their need to protect, save and grow their assets. We create long-term relationships because our customers' needs change over time, and we will be there to meet those changing needs.