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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

Mahesh Patil Mahesh Patil of Birla Sun Life believes that the Street currently could be reacting to cues such as higher current account deficit (CAD), pressure on the rupee and developments around fiscal deficit as well.
Fri, 22 Sep 2017 10:31:54 +0530

Here is a fundamental view on the market from 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.
Tue, 19 Sep 2017 12:25:49 +0530

Shweta Jain SIP work irrespective of market sentiment. Marry the SIP with your financial goal and you are home.
Tue, 19 Sep 2017 09:50:25 +0530

Sunil Singhania Says economy will continue to grow and that will drive up the equity markets going forward.
Mon, 18 Sep 2017 10:16:49 +0530

Rajeev Thakkar Among the new theme that they have added is Facebook, which is an international stock, said Rajeev Thakkar, Chief Investment Officer and Director, PPFAS MF.
Fri, 15 Sep 2017 16:24:18 +0530

Joydeep Sen Only a fund with a relatively smaller corpus size can be quickly repositioned; a large fund will have the baggage of existing portfolio which should not be disturbed.
Thu, 14 Sep 2017 09:53:45 +0530

Vaibhav Agrawal Unlike other instruments like PPF, NSC and Long term deposits, an ELSS is a long-term wealth creator due to its consistent equity exposure.
Tue, 12 Sep 2017 11:26:33 +0530

Harsha Upadhyaya Kotak MF’s Upadhyaya said that September and December could be slightly better quarters due to GST-hit sectors seeing some recovery.
Tue, 12 Sep 2017 10:27:33 +0530

Lack of jobs in economy a worry; may see job growth once GST effect reduces: Axis MF In an interview to CNBC-TV18, Chandresh Kumar Nigam, MD CEO of Axis Mutual Fund, spoke about his reading of the market and his outlook on inflows into equity mutual funds (MFs).
Thu, 07 Sep 2017 14:23:12 +0530

Anand Radhakrishnan To celebrate the Mutual Fund Day that falls on every 7 day of the month, CNBC-TV18 spoke to Anand Radhakrishnan, CIO- Equity, Franklin Templeton Investments. Last month mutual funds saw a record inflows to the tune of Rs 20,000 crore.
Thu, 07 Sep 2017 12:13:40 +0530

S Krishna Kumar Companies such as Bajaj Finance and Capital First, among others, have been able to innovate, use technology, disrupt markets and gained advantage among competitors to pursue higher growth.
Thu, 07 Sep 2017 12:02:14 +0530

Joydeep Sen The average SIP size is Rs 3,250 and the month-wise collection through SIPs is just under Rs 5,000 crore per month now. It shows investors are walking in the right direction.
Thu, 07 Sep 2017 11:03:32 +0530

Hybrid funds - A balanced approach to investing Balanced, MIPs, Equity Savings and Dynamic Allocation are categorized as Hybrid funds
Thu, 07 Sep 2017 10:53:29 +0530

Milind Barve CNBC-TV18#39;s Nimesh Shah caught up with Milind Barve, MD, HDFC AMC from the side-lines of Motilal Oswal Conference and asked him if the domestic flows are sustainable at the pace at which mutual funds (MFs) are getting it and the trend in mutual funds will continue going ahead.
Wed, 06 Sep 2017 14:53:00 +0530

Nimesh Shah Nimesh Shah of ICICI Prudential AMC says when you are managing money in fiduciary capacity it is important to have a balanced approach while investing in market.
Tue, 05 Sep 2017 14:01:27 +0530