Wealth on Pro
Honorary Doctorate | MBA (Finance) | MA (English) | AMFI-Registered | NISM-Certified
With over 15 years of dynamic experience in financial markets and research, Mr. Wealth on Pro blends academic excellence with practical insight. An honorary doctorate in Financial Management underscores his commitment to thought leadership, while dual postgraduate degrees—MBA in Finance and MA in English—highlight both analytical acumen and articulate communication.
Since 2014, he has been a trusted AMFI-registered Mutual Fund Distributor, empowering clients with informed investment decisions. As a NISM-certified Research Analyst, Mr. Jagga brings strategic depth in financial literacy.
Products
- Mutual Funds
- Health Insurance
- Life Insurance
- Bonds / NCD / Corporate FDs
- Home Loan / LAP
- Car Loans
- Loan Against Securities
Services
- Tax Consultancy
- Wealth Creation
- Estate Planning
- Retirement Planning
- Child Education Planning
- Dream Home Planning
To be the most respected and referred financial services brand.
Adhering to these values allows us to serve our clients to the best of our abilities.
Client focused
Our company was built on serving and satisfying clients, and meeting our clients' needs is always our No. 1 priority. We make a positive difference in our clients' lives.
Integrity always
We uphold the highest standards of integrity and stand behind what we say and do. We know that trust must be earned continually, and are committed to transparency in our financial disclosures.
Excellence in all we do
When we execute with excellence, success naturally follows. We provide world-class service and innovative product solutions and are personally accountable for delivering results and maintaining the highest quality.
Respect for individuals and for the communities in which we live and work
We respect each other, value diversity and work as a team to meet our goals. We value our people, encourage their development and reward their performance. We are good citizens in our communities.
We partner with clients in long-term, trusted financial Advisory relationships. We strive to provide financial peace of mind by delivering tailored objective advise designed to give clients the confidence to pursue their own passion, dreams and talents.
Our Services
RETIREMENT PLANNING
With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed working age, it becomes difficult to mend the expenses.
WEALTH MANAGEMENT
Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities.
TAX PLANNING
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Our Product
MUTUAL FUND
Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.
LIFE INSURANCE
Life insurance offers a way to replace the loss of income that occurs when someone dies. Life insurance is insurance for you and your family’s peace of mind.
HEALTH INSURANCE
Health insurance is the insurance which protects from any health emergencies & incurred hospitalization expenses. In this busy and hectic life everybody should have a health insurance policy which can be very useful in emergencies.
REAL ESTATE
Our talented real estate advisors remains primarily focused towards providing independent real estate solutions to huge clientele, within the stipulated period of time.