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Trusted. Independent. Personal.

Your wealth.
Your story.
Your advisor.

For seven years, clients across India have trusted WealthStar to guide their financial journeys — with honesty, clarity, and a relationship built to last.

Schedule a Conversation → Our Story →

"He doesn't just manage my money — he understands my family's dreams. That's rare in this industry."

R

Rajeev Menon

Mumbai · Client since 2019

₹90Cr
Assets Managed
7+
Years of Trust
PAN
India Clients
AMFI Registered MFD
BSE StarMF & MFU Listed
Clients Across 20+ Cities
Zero Commission Conflicts Disclosed
Based in Jaipur, Rajasthan

Regulatory Note: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. WealthStar is an AMFI Registered Mutual Fund Distributor (ARN-XXXXXX).

Financial Advisor

WealthStar

Independent Financial Advisor

ARN · AMFI Certified · Jaipur, Rajasthan

About WealthStar

Seven years of putting clients first

WealthStar was built on a simple belief: every Indian family deserves a trusted financial guide — not a salesperson.

Based out of Jaipur, WealthStar serves clients from Delhi to Bengaluru, Ahmedabad to Kolkata. Over seven years, a reputation has been earned not through advertising, but through referrals — each one a testament to the trust placed by families who've seen their goals become reality.

The practice is intentionally boutique. Every client gets direct access, personalised attention, and a financial roadmap built around their life — not around a product quota. Managing ₹90 Crores in AUM isn't a number to brag about; it's a responsibility taken deeply seriously.

₹90Cr
Assets Under Management
7+
Years of Practice
20+
Cities Served Across India
100%
Client Referral Growth
How We Think

An investment philosophy built on conviction

Great wealth isn't built on hot tips or market timing. It's built on discipline, patience, and a plan that survives the inevitable storms of markets and life.

01

Goals Before Returns

Every investment recommendation starts with one question: what are you building toward? Your child's education, your retirement, a home — the goal drives the strategy, never the other way.

02

Long-Term Discipline

Markets reward patience. We help clients stay the course when headlines create panic, and stay grounded when euphoria creates risk. Consistency beats cleverness over any meaningful period.

03

Radical Transparency

You deserve to know how your advisor is compensated, why a fund is recommended, and what the risks truly are. Full disclosure — always. No fine print, no hidden agendas.

What We Do

Services built around your life

Whether you're just starting out or managing multi-generational wealth, every service is delivered with the same personal attention and strategic rigour.

Goal-Based Financial Planning

A comprehensive plan that connects your money to what matters most — retirement, education, home purchase, legacy. Not a portfolio review; a life plan.

Retirement Education Wealth Creation

Mutual Fund Advisory

Curated fund selection across equity, debt, and hybrid categories. Continuous monitoring, rebalancing, and plain-language explanations of what your portfolio is doing — and why.

Equity Funds Debt Funds ELSS / Tax Saving

SIP & Systematic Investing

Discipline is the most powerful investment tool. We set up SIPs, SWPs, and STPs aligned with your cash flows, ensuring your money works while you live your life.

SIP SWP Step-Up SIP

Portfolio Review & Consolidation

Many clients come to us with scattered investments from multiple advisors and platforms. We bring clarity — consolidating, rationalising, and building a coherent strategy.

CAS Analysis XIRR Review Consolidation

Family Wealth Planning

Wealth is a family affair. We help structure investments for different family members, plan for life transitions, and build a financial strategy that spans generations.

Joint Planning Minor Folios Succession

Regular Reporting & Reviews

No black boxes. Quarterly portfolio reviews, annual goal assessments, and always-available support for questions — big or small. You'll always know where you stand.

Quarterly Review Performance Reports Direct Access

"The best time to plant a tree was 20 years ago. The second best time is now."

— Ancient Wisdom for Modern Wealth

₹90Cr
Assets Under Management
Across equity, debt & hybrid funds
7+
Years in Practice
Since 2017–18, Jaipur
20+
Cities Across India
From J&K to Kerala
100%
Referral-Driven Growth
Zero paid advertising, ever
Client Stories

Words from the people who matter most

★★★★★
"

I've learned more about investing in my first year with WealthStar than in five years combined.

S
Sunita Agarwal
Business Owner · Delhi · 5 years
★★★★★
"

He told me to wait before investing more during a market high. No advisor had ever said that to me before.

R
Rajeev Menon
Senior Manager · Mumbai · 6 years
★★★★★
"

Finally, someone who explains things in plain language and actually cares. That trust is priceless.

P
Priya Sharma
Software Engineer · Bengaluru · 4 years
Let's Talk

Start with a conversation

There's no obligation, no pitch deck. Just an honest conversation about where you are, where you want to be, and whether WealthStar is the right fit for your journey.

Based In
Jaipur, Rajasthan
Serving clients across India — remotely & in-person
Phone / WhatsApp
+91 98XXXXXXXX
Mon–Sat, 9am–7pm IST
Email
hello@wealthstar.in
Typically responds within 4 hours