Company profile

An insight into who we are

Wealth Doctor is one of India’s leading investment advisory boutique firm offering customized investment services for real estate, insurance, capital markets, and home loans for over two decades. We also specialize in taxation and legal advisory services for investments related to litigation in India, specifically in the real estate and insurance sector. With fully established offices spread across major cities, including Mumbai, Delhi NCR, and Chandigarh, we deliver highly personalized services to our selected segment of clients, including acclaimed Indian celebrities from the field of art and sports, high net worth individuals and affluent Non Resident Indians across the globe.

Our endeavor is to meet the diverse investment needs and growth objectives of our clients keeping the safety of their capital in mind. We offer innovative and exclusive investment options to meet the diverse investment and growth objectives of our valuable clients. Our seasoned and proficient team comprehends customers’ requirements, budget, and preferences to help secure an investment opportunity that is value for money and profitable in the long term.

At Wealth Doctor, we strive for customer satisfaction and are constantly working with integrity, transparency, and promptness to deliver the kind of advice we believe our clients need and deserve. We not just meet, but exceed the expectations of our clients. Share your needs with us and we will offer focused and subsequent advice.

Come invest with us and reap the benefits of honest, unmatched and unbiased financial advice.

Mission

Striving for your financial success

To deliver correct, personalized, and transparent financial solutions to help our customers realize and fulfill their financial dreams.

Core Values

What keeps us moving on the right path

We are driven by 5 core values which guide every action or choice we make with regard to ourselves, our customers, and our team.

Testimonials

Gurpreet Ghuggi

Filing taxes was terrifying for me unless Wealth Doctor delivered trusted guidance, making the entire process smooth sailing.

Kapil Sharma

The team at Wealth Doctor has been a true mate in helping me find the right residential space to invest in.

Om Puri

Confused by too many investment options, I approached Wealth Doctor who delivered their expert advice to help me make the right choice.

Sardar Singh

The experienced professionals at Wealth Doctor helped me overcome a problem I was facing with my insurance policy. Thanks a lot for your dedicated service.