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WELCOME TO WealthCreators

Hi Friends, I am Rajendra Gawde Money Manager at Wealth Creation Services, We started our journey way back in July 1992 as a Life Insurance Agent. Slowly and gradually we spread our services into other Financial aspects such as Mutual Fund, Health Insurance, General Insurance. At Wealth Creation Services we feel that it is more important to manage your money than to earn it. You should manage your money in such a way that you should feel worry free financially in any kind of situation that means you should have a Financial Freedom. At Wealth Creation Services we take you to the Financial Freedom step by step.

Financial Freedom means setting oneself free of financial worries and getting ready before time while fulfilling any financial and family commitments like children education, marriage, your retirement, buying a dream car or house, going for a world tour etc. One may have different dreams of such kind but if you don’t plan it will remain your dream only, so to make it happen you have to make an action plan. Just like any journey we have to plan a financial journey. While going to journey we plan the venue (where to go) then comes a time and means of conveyance (when to go and how to go) and then taking an action like booking a ticket, hotel, conveyance etc. In the same way in Financial Freedom Journey we have to follow a process where to go, when to go and how to go?

In this process at Wealth Creation Services we set your financial goals and priorities first. Why priorities because it is not possible for everybody to start action to achieve all the goals at one go. Your commitment can be achieved only if you make it a goal. After setting your goals and priorities we do risk profiling. Risk profiling is nothing but finding out what type of plan will suit your risk appetite. Whether you will be moderate, conservative or aggressive while achieving your goals just like a batsman in cricket whether he is complacent or aggressive or mix of both.

Then comes the asset allocation where we have to decide from time to time how much percentage of your investment goes to which asset class like Equity, Debt, Gold, Liquid, FMP, Real Estate etc. It is not possible that every asset class will work at a time hence we will have to watch for a right time for right asset class to perform as per your financial plan.

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Latest News

Juzer Gabajiwala The SWP enables investors to withdraw a specified amount regularly, thus addressing two shortcomings of the dividend option viz., quantum and timing.
Thu, 23 Nov 2017 10:10:09 +0530

Coffee Can Portfolio: Here#39;s all you need to know Watch the interview of Rakshit Ranjan, Coffee Can Portfolio Manager of Ambit Asset Management with Ekta Batra and Prashant Nair of CNBC-TV18, where he shared what the Coffee Can Portfolio is all about.
Mon, 20 Nov 2017 13:15:58 +0530

Confused about which fund to invest in? Mutual funds just got easy All mutual fund schemes within a fund house will need to be appropriately distinct from each other in terms of strategy, asset allocation, etc.
Fri, 17 Nov 2017 11:45:27 +0530

Sunil Subramaniam Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Wed, 08 Nov 2017 12:05:50 +0530

Manish Sonthalia Manish Sonthalia also said that telco ARPUs could have bottomed out and a tariff hike is likely to be around the corner.
Fri, 03 Nov 2017 10:56:31 +0530

Swati Kulkarni Watch the interview of Swati Kulkarni, Executive Vice President and Fund Manager at UTI MF with Prashant Nair and Ekta Batra on CNBC-TV18, in which she shared her readings and outlook on market and specific stocks and sectors.
Tue, 31 Oct 2017 12:04:40 +0530

Can mutual funds help you generate tax efficient monthly fixed income? For regular returns, investors opt for fixed deposit, company deposit or small saving schemes. These suffer from disadvantages when it comes to taxation, falling interest rates liquidity in case of some emergency.
Wed, 25 Oct 2017 12:25:28 +0530

S Krishna Kumar S Krishna Kumar said that the bank recap step changed the framework with which PSU banks will be seen. He expects cement, infra stocks to get better as well.
Wed, 25 Oct 2017 10:41:39 +0530

Leo Puri CNBC-TV18 caught up with Leo Puri, MD, UTI AMC to talk about SIP culture and the outlook for the mutual fund industry going forward.
Mon, 23 Oct 2017 15:53:02 +0530

Lalit Nambiar Watch the interview of Lalit Nambiar, EVP - Fund Manager Head of Research at UTI MF with Prashant Nair, and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Wed, 18 Oct 2017 12:43:51 +0530

Adhil Shetty Your SIP investment must go up as your income rises.
Fri, 13 Oct 2017 12:14:33 +0530