Founded by seasoned professionals CA Megha Bhansali and CA Harsh Jain, The Wealth Buddy was established to bridge the gap between complex financial products and the everyday investor. With a combined experience spanning over two decades in finance, auditing, and investment advisory, our founders recognized the need for a client-centric approach to wealth management in Jaipur and beyond.
As a young CA, I understand finance, but ThewealthBuddy's research and fund selection process is top-notch. Their personal attention and quarterly portfolio reviews give me confidence. In today's uncertain market, their guidance is worth its weight in gold.
After retiring from government service, I was worried about regular income. Megha ma'am and Harsh sir crafted a perfect blend of debt and equity mutual funds that now provides me monthly income while protecting my capital. Bahut badhiya service hai!
Harsh sir from ThewealthBuddy has been managing my family's investments for 2 years now. His knowledge of tax-saving ELSS funds is brilliant. What I appreciate most is how they explain everything in simple language without using complex financial jargon.
Being a first-time investor, I was quite nervous about mutual funds. But ThewealthBuddy, especially Megha ma'am, guided me throughout the journey. Their systematic approach helped me create a portfolio . Truly the best financial advisors in Jaipur!
A mutual fund pools money from multiple investors to invest in a diversified portfolio of securities.
As a young CA, I understand finance, but ThewealthBuddy's research and fund selection process is top-notch. Their personal attention and quarterly portfolio reviews give me confidence. In today's uncertain market, their guidance is worth its weight in gold.
After retiring from government service, I was worried about regular income. Megha ma'am and Harsh sir crafted a perfect blend of debt and equity mutual funds that now provides me monthly income while protecting my capital. Bahut badhiya service hai!
Harsh sir from ThewealthBuddy has been managing my family's investments for 2 years now. His knowledge of tax-saving ELSS funds is brilliant. What I appreciate most is how they explain everything in simple language without using complex financial jargon.
Being a first-time investor, I was quite nervous about mutual funds. But ThewealthBuddy, especially Megha ma'am, guided me throughout the journey. Their systematic approach helped me create a portfolio . Truly the best financial advisors in Jaipur!
