About us

 

Welcome to Waddle Wealth,  We work for your financial stability and provide all financial suggestion viz 

Waddle wealth is an registered Mutual Funds Distributor with AMFI, which had been providing similar services, to the satisfaction of its clients. Waddle wealth offers a wide array of products and services, including integrated Financial Services, Wealth Growing, Tax services, Insurance & Mutual Fund. Waddle wealth serves over 100 Clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.

Our services are individually designed to meet clients needs as determined by personal suggestion and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their financial goals.

Rahul Gupta is a Personal Finance Teacher and founder of Waddle Wealth. He is specialist in Private banking and Wealth Management with 16 years of banking & financial planning experience across Delhi & NCR and worked with ICICI Wealth Management and HDFC Bank. He is MBA from IP University and Graduation from Delhi University

Our Vision

To build Waddle Wealth as a trusted brand in the Financial Services.

Our Mission

I , Rahul Gupta on a mission to help 1 lakh people to achieve Financial freedom over the period of next five years

Philosophy of Waddle Wealth is 3 Cs

Complianceand Ethics

Compliance and Ethics are non – negotiable areas and uphold them to the highest degree in all our interactions.

Client First

At Waddle Wealth, we endeavour to have most diverse set of choices for clients in term of investment options as each client has different needs and risk appetite so Waddle Wealth talent is aligned with the client’s interest to create value for our customers.

Competition

Wealth management sector is in nascent stage as it is available to HNI and only 5% of India’s population is getting advantage of Indian Economy.  With this thought Waddle Wealth is all set to increase the wallet space for rest of the population by our entrepreneurial mindset professional / employees who have indepth knowledge of financial Instruments and products.

Locations of Waddle Wealth –Delhi

12, Hargobind Enclave,

Delhi-110092