We have over 10 years of experience providing expert financial advice for both businesses and individuals. Our committed team brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The team ensures our investments are best in class, combining substantiated research with the most effective investment tools available today.
About Us
Financial Planning
We understand you’re saving for all different life events: retirement, a house or simply to build wealth.
Retirement Planning
Bonds are a good pick as part of a diverse investment strategy – they offer solid growth in the long-term.
Child Education Planning
No matter where you want your retirement savings to take you, it’s quick and easy to set up a pension.
What we Offer
We provide expert financial advice. With over 10 years of experience, we’ll ensure you’re getting the best guidance from the smartest people in the industry. For businesses and individuals, you can rely on Wealthonic to deliver.
CLIENT TESTIMONIALS
Our world is at an inflection point, with technology transforming
our clients, our profession, and society at large.
our clients, our profession, and society at large.
17000+ Clients
250+ Associates
Dr. Gaurav Jain
M.B.B.S., M.S. (Opthalmology)
Wealthonic is the best investment firm in Bikaner. They guided in my family's investments. Entire team is very friendly and supportive, and are always available to solve my queries and on the occasion of their 8th Anniversary | wish them all the success and good luck.
Deepak Moolchandani
Director Sagar Trends
At Wealthonic, financial planning appear simpler. They always take time to understand my needs and then provide me with several options that ensure good results. The ongoing communication and service quality is superb and at a level rarely seen in the finance sector. I would like to mention about their team members, they have always been responsive and dedicated towards any advice or assistance.
Tejpal Chandak
Managing Partner, MM Wools
I would personally rank Wealthonic at the top of the list when it comes to professionalism and overall knowledge about markets. Their team is always available to speak with clients, answer questions and respond in timely manner. I am looking forward to many more profitable years with Wealthonic.
Mahipat Singh
CEO, Galaxy Builders and Developers
Wealthonic is like a family to me. I got connected to them a year ago for investment in stock market. They guided me and helped me to make extraordinary returns. Guys u won't believe I have made 70000 in one day in trading. Lakshya helped me and he was my first contact in the organisation. God bless him and PS.
Why Choose Us?
Experienced
10 years experience in providing expert financial advice.
Vibrant
A young, enthusiastic team of advisers are always here to help.
Professional
Our financial specialists ensure you get the optimum results.
REQUEST A CALL BACK
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: Do you have questions about how Wealthonic can help your company? Send us an email and we’ll get in touch shortly, or phone – +91 77379 60291
Monday to Friday – 9:00-18:00
Saturday – 10:00-18:00.
we would be delighted to speak.
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