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Comprehensive Business & Growth Platform

Every seed planted today is a forest tomorrow—invest in your future with patience and vision

Our Offerings

  • Mutual Funds

    Siddhi Wealth specializes in mutual fund distribution, offering equity funds, debt funds, hybrid funds, ELSS (tax-saving funds), and more.

  • Insurance Services

    Offers term insurance, life insurance, general insurance, motor insurance, health insurance, and commercial insurance.

  • Pension Plans

    National Pension Scheme (NPS), Atal Pension Yojana, and Vatsalya Yojana, to help individuals secure a stable income after retirement.

  • Fixed Deposits (FDs)

    Provides traditional fixed deposit solutions, catering to clients seeking low-risk, stable returns for short or long-term.

  • Retirement Planning

    Helping clients build a secure retirement corpus, strategies to match long-term goals, ensuring peace of mind & stable future.

  • Child Education Plans

    With education costs rising, assists families in planning for their children's academic aspirations, ensuring a brighter future.

  • Portfolio Management (PMS)

    For high-net-worth individuals (HNIs), offers professional PMS to create, manage & optimize diversified investment portfolio.

  • Real Estate Consulting

    Helping clients navigate property investments for long-term wealth creation.

  • Gold ETF Services

    Offers Gold Exchange-Traded Funds (ETFs), combining the stability of gold with the flexibility of equity investments.

Why should you choose us?

01.

Regulatory Compliance:

SEBI-regulated, NISM-certified, and IRDAI-approved, ensuring trust and reliability.

02.

Diverse Offerings:

A one-stop destination for mutual funds, insurance, pension plans, and more.

03.

Expert Guidance:

Experienced advisors providing personalized financial strategies for every life stage.

04.

Partnership Network:

Tie-ups with over 40 AMCs for extensive investment options.

05.

Client-Centric Approach:

Dedicated to empowering clients with financial knowledge and long-term wealth creation strategies.

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SEBI-regulated AMFI-authorized mutual fund distributor

Siddhi Wealth is a comprehensive financial advisory firm committed to helping clients achieve their financial goals with tailored solutions. The company operates as a SEBI-regulated AMFI-authorized mutual fund distributor, boasting partnerships with over 40 Asset Management Companies (AMCs) to provide clients with a broad spectrum of investment opportunities. It is also a trusted NISM-certified Retirement Advisor and IRDAI-approved Insurance Advisor, ensuring expertise and regulatory compliance across its services. Core Services: Siddhi Wealth offers a wide range of financial services, including mutual fund investments, insurance solutions (life, health, motor, and commercial), pension and retirement planning, and child education plans. Additionally, the firm provides fixed deposits, portfolio management services (PMS), real estate consulting, and Gold ETF investments. These comprehensiv...

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Our Partners

Quick Process

01

Opportunities: Analyse market trends

02

PAN Details: Provide your PAN.

03

KYC Verification: Complete your KYC.

04

Nominee Information: Add your nominee.

05

Bank Details: Link your bank account.

06

Address: Update your address.

Our Blogs

Financial Calculators

Siddhi Wealth is more than just a financial advisory firm—it's a partner in your journey to financial security and growth.

SIP Calculator

A Systematic Investment Plan (SIP) allows you to invest small, fixed amounts regularly in mutual funds.

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SIP Step-up Calculator

A SIP Step-Up allows you to gradually increase your SIP investment amount at regular intervals.

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SIP Delay Calculator

SIP Delay refers to postponing or starting your SIP investments later than planned. Even a small delay can impact long-term wealth creation.

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EMI Calculator

It includes both the principal amount and interest, ensuring consistent and manageable payments for borrowers.

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What our Customers Say