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Wealth Shield

Wealth Shield

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Financial Planning

Financial Planning

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Mutual Fund

Mutual Fund

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Demat Service

Demat Service

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Life Insurance

Life Insurance

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General insurance

General insurance

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In today's ever-changing competitive business environment and volatile market, individual, industry and institutional investors recognize the need for a financial advisor with whom they can build up a close, successful long-term relationship as they work to achieve their personal and/or professional goals. Our aim is to design, develop and deliver the best products to our clients.
WealthKare is meant to transform the way people are financially advised. At WealthKare we firmly believe that with the right combinations of portfolios you can enjoy a life with superior freedom and choice. Our approach to financial planning is unique in itself and that is why we known as one stop solution- a financial supermarket which provide a wide range of financial services which comprises of stock, trading, D-mat service, all types of insurance, all types of loans, portfolio management, Investment Analysis and Strategies, retirement planning, education planning and real-estate brokerage.
We understand that our clients' needs are unique and diverse. No matter your age or current financial position WealthKare promise to develop and design a tailor made financial strategy to suit your unique goals and objectives.
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Nature of Business

Service Provider

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Individual - Proprietor

GST Number

24AJSPD6872A1Z9

Wealth Shield
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Wealth Shield

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We all know the importance of financial planning in our life. As life being very unpredictable, We should always plan our finances to have a secure future for our family.
Financial Planning includes :-Investment plan,Retirement plan,Insurance plan,Child future plan, etc
But mentioned below are some more equally important things I would like to discuss. Please read along…
How many of us:Arrive & Maintain details of our Financial Plan?Regularly analyze our Financial Plans?Seek One Stop solution for all our Financial Need?Truly discuss the Financial Planning with our spouse in detail?Believe that our spouse can do all claims in our absence?Believe that spouse can do investment planning on her own when needed?Actually have someone to help in working out all these questions/problems?Worry about how our spouse is going to claim the insurance, mutual fund, other dependent investments…
Although we know the importance of all the above listed questions, most of us don’t have any answer,This is the fact and a general scenario; most of us don’t have financial planning tools where we can maintain all details/records and perform analysis. We, males have a normal tendency of not sharing all details with our spouse. There are so many reasons behind this, like spouse’s interest area, ability, knowledge etc… It has been observed that after the demise of the sole bread earner of the family, other family members (most of the times ‘the wife’) never knows about the insurance policies and other investments her husband might had undertook.In some cases, a person may share the detail with his wife, believing that she can do all the claim formalities. But the mental trauma caused by sudden death of her husband leaves her in a state of shock, thus disabling her in thinking or doing the claim formalities. Do you think under such circumstances, she will be in a position to claim, settle or do the financial planning on her own? May be not!For all your worries, equips you with a wealth shield…Wealth shield is one of the unique products from wealth kare. It’s an online paid portal where you can maintain all your financial details by paying nominal charges. You can subscribe any or all our services annually from the three different types of plans/schemes available as under-Plan Types :- Individual : ( Cover: Self only)Couple : (Cover: self+1 person)Family : (Cover: self+1person+2pserson)
Riders :GI – Riders : Cover all general Insurance related service (For non wealth kare client)Extra one : For Extra one-person add in any plan
Benefits of Wealth Shield:You can arrange all your financial detail online ….so you can manage it very well.Paper less workYou can easily analaysied your financial detail….(Thru various report)In your absence, all claims procedure should be done by us.Nominee will get all claim amounts at their place, without paying any extra Charge.At the time of claim if required then do all legal procedure.Hassle free service for all General insurance claim.*Financial planning re-designs.Regular remainder for all your important dates, like premium date, Maturity date, ECS.Free advice for any financial related problems.One stop solution for all your claims.(Mutual fund, FD, Insurance, etc).Online Free Tax planning.

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Govt. Bonds/ Fixed Deposit / Infrastructure bond
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At wealth care, you are also having debt investment option. Like Infrastructure BondsBonds,Fix Deposit




Infrastructure Bonds Infrastructure bonds are long term investment bonds issued by any non banking financial company like Industrial Finance Corporation of India or IDF. These companies are an ombudsman borrowing from the investors and lending to the government. These bonds are used to fund government's infrastructure projects. 
While investing in the infrastructure bonds, the investor will either have to opt for the annual or the cumulative option. In the annual option, the investor receives the interest amount every year, whereas in the cumulative option, the interest amount gets reinvested and the investor can draw the full amount comprising of both the principal and interest at the end of the investment period. 
Section 80CCF of the Income Tax Act makes an investment in infrastructure bond eligible for tax deduction(Maximum limit is Rs 20,000/-). This is in addition to the deduction of Rs 1,00,000 allowed under Sections 80C, 80CCC and 80CCD of the Act. 
Bonds
A bond, whether issued by a government or a corporation, has a specific maturity date, which can range from a few days to 20-30 years or even more. Based on the maturity period, bonds are referred to as bills or short-term bonds and long-term bonds. Bonds have a fixed face value, which is the amount to be returned to the investor upon maturity of the bond. During this period, the investors receive a regular payment of interest, semi-annually or annually, which is calculated as a certain percentage of the face value and know as a 'coupon payment.' 
Company Fix Deposit 
Company Fixed Deposit is a fixed deposit scheme offered by a company. It works similar to a bank deposit where you earn interest income. Financial institutions and Non-Banking Finance Companies (NBFCs) also accept such deposits. Deposits thus mobilised are governed by the Companies Act under Section 58A. Company FDs offer much higher returns than bank FDs, since they entail higher risks. The higher the risk, the higher is the interest rate offered. These deposits are unsecured, i.e., if the company defaults, the investor cannot sell the documents to recover his capital, thus making them a risky investment option. 
Advantages of investing in Company Fixed Deposits
You can earn High interest.Flexible time period Short-term / long term deposits.Lock-in period is only 6 monthsNo Income Tax is deducted at source if the interest income is up to Rs 5,000 in one financial year

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Financial Planning
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Financial Planning

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What is Financial Planning? 
  • Financial planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams, Financial Planning can be as simple or complex as you make it, but no matter how you create your plan if you follow it, you'll be on your way to Financial Independence.... Remember, financial planning is a process, not a product.
Financial planning includes:
  • Investment planning Insurance planning Children Future planning Tax planning Retirement Planning Process of Financial Planning: 
  • Establish Goal Gather Data Analyze & Evaluate Your Financial Status Develop a Plan Implement the Plan Monitor the Plan & Make Necessary Adjustments

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Mutual Fund
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Mutual Fund

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     Wealth kare is an AMFI registered authorized mutual fund adviser, having a very extensive experience in this industry. We are not only providing advisory service but also providing online mutual fund port folio management services. Its means can see you portfolio online. It keeps you informed of your mutual fund investment and puts you in control to take smart investment decisions thru various important reports.


Key Features 
Online Access.Meaning full Portfolio ReportsFlexible Consolidation FacilityAutomatic Updation
Key FAQ about Mutual Fund 
What is a Mutual Fund?What are the advantages of mutual funds?Types of FundsWhat is the difference between an open ended and close ended scheme?Different between mutual fund scheme and portfolio management schemes?What is Net Asset Value (NAV),Sales Price, Repurchases Price, Redemption Price,What are the tax benefits for investing in mutual fund units?As mutual fund schemes invest in stock markets only, are they suitable for a small investor?

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Demat Service
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Demat Service

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At Wealth kare, we offered wide range of product to suit your requirement.
Services:
Managed Demat AccountEquity Derivatives TradingPortfolio management servicesCommodities TradingCurrency FuturesEquity and Debt research GroupStock Lending & Borrowing Scheme (SLBM)

Types of Demat Account
Individual AccountCorporate Account
Required Document for Individual Account:
Account opening set complete in all respects1 passport size photograph of all applicants with signatures across the photographsPAN card for all holdersCancelled cheque leafProof of Identity & Proof of Address (Any one of the following)Voter's ID Card, Driving License, Passport, Bank pass book, Telephone bill, Electricity bill
Require Document for Corporate Account:
Account opening set complete in all respects1 passport size photograph of all Authorized Signatories with signatures across the photographPAN card for all holders and companyIntroduction by an existing e-share client or bank manager's attestation Certified copy of Memorandum & Articles of AssociationBoard resolution signed by the Chairman/MD/CEO/CS/any person above the rank of the authorized signatoriesLatest Bank StatementList of DirectorsProof of Address of all the authorized signatoriesCancelled cheque leaf
What is SLBM ?
Stock lending can provide an additional source of income on the existing portfolio without taking market or counter party risk. Investors with a long-term stock portfolio now have a risk free opportunity for earning additional returns on their portfolio of stocks. This can be achieved by lending their stocks through the Stock Lending and Borrowing Scheme launched by NSE. Currently, all stocks that feature in the Futures & Options segment can be borrowed or Lent. The clients remain the beneficial owners of their shares and will be entitled for all the corporate benefits like dividends, bonuses and stock splits. Further, the risk is mitigated as the trades are guaranteed by the NSCCL. The client will not be bearing any counter-party or credit risk. Any investor having a stock portfolio can earn additional return by lending the stock through us after registration. . The lender will receive a lending fee, which will be determined by market forces.

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Life Insurance
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Life Insurance

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  • Life today is full of uncertainties. You will do anything for the ones you love. Thinking about why you need life insurance can be an emotional and stressful task. However, Life Insurance is insurance for you and your family's peace of mind. Life insurance is a policy that you buy from a life insurance company, which can be the basis of protection and financial stability after your death. Its function is to help beneficiaries financially after the owner of the policy dies.
  • Why Wealth Kare?We believe, Life insurance is a long term commitment and need of life insurance is differ to person to person, so we always offer need base solution to you . However we offer various life insurance solutions that help you to take care of your varied needs like protection, wealth accumulation & long term savings for children's education, children's marriage, retirement, tax savings etc. So at Wealth Kare we first understand your need of life insurance and then advice you, which is the best solution for you. 
  • Wealth Kare having a tie-up with all life insurance company, thus we can offer you need base solution with wide range of option. 
  • List of Tie-up Insurance Company
  • Life insurance gives you protection against the loss of income that occurs when someone passed away. Life insurance is insurance for you and your family's peace of mind. 
  • Advantages of Life Insurance Risk Cover: Life today is full of uncertainties; in this scenario Life Insurance ensures that your loved ones continue to enjoy a good quality of life against any unforeseen event.Planning for life stage needs Protection against rising health expenses - Life Insurers through riders or stand alone health insurance plans offer the benefits of protection against critical diseases and hospitalization expenses.Safe and profitable long-term investment Protection plus savings over a long term Tax Benefits-Mortgage Redemption- Insurance acts as an effective tool to cover mortgages and loans taken by the policyholders so that, in case of any unforeseen event, the burden of repayment does not fall on the bereaved family.

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General insurance
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General insurance

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What is Health Insurance? 
  • Health insurance cannot prevent a serious injury or illness; it can help you maintain financial stability.Health insurance provides health cover or medical expenses to insured in case of hospitalization for more than 24 hours. It includes surgical operations, nursing care, doctor's fees, pathology, diagnostic tests, hospital accommodation, and pre and post hospitalization expenses. Health insurance also pays for regular checkups and consulting doctors. 
  • Health insurance not only covers individual but also complete family. Individual health insurance will provide Sum Assured to single person. Family health insurance also called floater policy will provide single Sum Assured to cover all members. Health insurance can help you and your loved ones to maintain the same lifestyle. It can pay the bills, secure better health care and allow you to focus on recovery. 
  • A standard health insurance policy covers:
  • Visits to primary care doctors and specialists Emergency services, including visits to the emergency room Medical check-ups, including blood tests, pap smears, etc.Medically necessary procedures (surgery, MRIs, CAT Scans)Prescription drugs Helps protect your income - Disability Income Protection Insurance Provides a monthly benefit to help maintain financial stability while you recover from a disability.Long-Term Care Insurance Provides a daily benefit to help you offset the cost of care administered in a long-term care facility or at home.Provides a lump-sum payment to be used in case of contingency Hospital Cash Plan Provides a daily allowance to help you pay during your hospital stay.Critical Illness Insurance Other than Health insurance we offer following mentioned insurance also.
  • Vehicle Insurance Home Insurance Personal Accident Policy

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WealthkareFF 3,FIRST FLOOR, RAJSHRI AVENUE, Shahibaug Dafnala Road,Ahmedabad A - 418,Abhishek Complex, Civil - Asarwa Road,380016,Ahmedabad, Nr Vishwa Vidhyalaya School, Ahmedabad-380004, Gujarat, India

Jay Desai (Manager)

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