Mukesh Gupta | WC Securities Pvt Ltd

About

I am a Chartered Accountant and Certified Financial Planner having an experience of over 28 Years in Wealth management. Prior to starting Wealthcare, I worked with RR and Aditya Birla Group. Our company deals in Mutual Funds, Equity & derivative trading .

Practice at a glance

28

Years of Experience

500

Families Served

₹1,000

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CA – Chartered Accountant

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

PFRDA Registered Retirement Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Organize Financials

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Complimentary Services

Get any of the free services to experience working with Mukesh Gupta.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review

Retirement Readiness Check