Build wealth with trust
Your wealth deserves better than robo apps and influencers.
At Wealth Experts, your financial journey is built with thoughtful wealth planning across asset classes, guided by experience, discipline, and clarity.
Your wealth. Handled.
When you work with us, you'll get
A wealth strategy tailored for you
Personalized approach to your goals
Active management across asset classes
Rebalancing is important!
Access to investment opportunities
Niche investments backed by research
Quarterly catch ups
to review how we're doing
A comprehensive roadmap
Complete financial blueprint
And yes, you'll be speaking to a human!
Real people, real conversations
About us
Beyond returns. Towards prosperity
At Wealth Experts, we believe wealth management should be purposeful, personal, and deeply aligned with your life goals.Our role is not just to manage investments, but to help you make confident financial decisions that steadily move you towards long-term prosperity. We work as a trusted partner in your financial journey — bringing clarity, structure, and discipline to the way your wealth is planned, invested, and nurtured over time.If you’re looking for a wealth partner who listens, understands, and works with intent — Wealth Experts is here to help you curate your financial journey towards true prosperity.
Wealth creation is not about products or short-term returns — it's about direction, balance, and intent
Wealth Experts was founded with a simple belief:
- your financial strategy should begin with your goals, not with products.
- Every investor's journey is unique. Different responsibilities, aspirations, timelines, and risk comfort levels require thoughtful planning and customised solutions. That's where we come in.
- At Wealth Experts, we focus on building structured, goal-oriented strategies that are transparent, well-researched, and designed to support meaningful financial outcomes — not just numbers on a statement.
- Our commitment is to help you make informed decisions and steadily curate your journey towards lasting prosperity.
What W.E. do
Financial Planning
Turning Your Goals Into Reality
Financial planning is more than just numbers, it's about transforming your dreams into achievable milestones. Whether it's budgeting, investing for retirement, or securing your child's future, we craft personalized strategies that match your vision.
Investments
Smart Investing, Aligned with Your Goals
We help you navigate the world of investments with clarity and discipline — blending growth opportunities with risk-managed strategies. From mutual funds to fixed-income portfolios, we guide you toward building a diversified portfolio that aligns with your financial aspirations.
Real Estate
Strategic Real Estate Advisory
Real estate isn't just about property — it's about potential. We specialize in strategic partnerships and investments, including joint ventures for land development, high-yield real estate, and due diligence that protects your interests.
Our services
Tailored solutions for your financial needs
Planning
- Comprehensive Financial Planning
- Retirement Readiness Planning
- Children’s Education Planning
- Cashflow & Budget Planning
Core
- Investment Policy
- Asset allocation
- Goal based investments
- strategy to meet objectives
Products
- Mutual Funds
- PMS
- AIF
- Bonds
Portfolio Management / Monitoring
- Periodic Portfolio Reviews
- Rebalancing Based on Market Dynamics
- Performance & Risk Analytics
- Annual Goal Progress Check-ins
Better yet, see us in person!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Send us a message
Contact Information
Phone
+91 99406 33355
howdy@thewealthexperts.in
Offices
21/7, Ramaswamy Salai, Santhiniketan Colony,
Sector 10, K. K. Nagar, Chennai, Tamil Nadu 600078
Bishop Wallers Avenue, CIT Colony,
Mylapore, Chennai, Tamil Nadu 600004
Business Hours
Mon - Fri: 10:00 AM - 5:00 PM