Wealthonic Capital’s founder and chief executive officer, Piyush Shangari, has achieved remarkable success in the financial services and stock trading industries. His travels started in 2012. Priyanka Guglani is the Director and Chief Risk Officer of this financial institution, and together they are guiding it to the top.
This article will examine the extensive array of services provided by Wealthonic Capital:
DEMAT ACCOUNT
It offers a free demat account opening procedure that takes about five minutes and minimal paperwork to complete. In addition, it provides a low commission rate, guaranteeing that customers receive the best value for their investments.
FINANCIAL PLANNING
Financial planning at Wealthonic Capital is intended to assist clients in achieving their long-term financial objectives. The company’s team of financial professionals offers individualised financial planning assistance based on the specific financial circumstances of each client.
Advice on Retirement Planning
The organisation provides retirement planning guidance to assist clients in preparing for their golden years. Clients are advised on how to save for retirement, how to select the most suitable investment products, and how to manage their finances throughout retirement.
Child Development Planning
The company’s professionals assist clients in developing an education plan that takes their child’s scholastic objectives and financial position into account. It teaches families how to save for their child’s education, select the appropriate investment products, and manage their finances during their child’s educational years.
STOCK INVESTMENT
The equity investment service provided by Wealthonic Capital is intended to assist clients in making educated investment decisions. The company’s team of professionals conducts extensive research on a variety of companies and provides clients with comprehensive reports and assessments.
Currency Exchange
Wealthonic Capital’s currency trading service is intended to help clients capitalise on foreign exchange market changes. The company’s professionals give clients with insight into the worldwide currency markets, enabling them to make informed investment decisions.
Commodity Exchange
The company’s expertise give clients with insights into the global commodity markets, enabling them to make informed investment decisions. Clients can trade in numerous commodities, such as precious metals, agricultural goods, and energy products.
Insurance
Life insurance, health insurance, and general insurance are among the many insurance products offered by the organisation. Clients can select from a variety of insurance policies that meet their needs, ensuring that they are adequately protected in the event of unanticipated events.
MUTUAL FUNDS
The best mutual fund is one that aligns with the investing objectives, risk tolerance, and time horizon of the client. Wealthonic Capital provides an extensive selection of mutual fund investing options.
In addition to mutual funds, bonds, and alternative investments, Wealthonic Capital provides a variety of additional financial products. The company’s professionals give customers with information regarding these investment products, enabling them to make informed investment selections.
Mr. Shangari’s foresight, diligence, and commitment have enabled him to establish a team of 30+ employees and 300+ partners across India, and his business is increasing regularly. Wealthonic Capital intends to expand its services to include credit facilities and lending loans in the future. In the next five years, Mr. Shangari hopes to serve the financial needs of at least one lakh people while increasing his company’s revenue.
In conclusion, Piyush Shangari’s success story is a source of motivation for ambitious entrepreneurs who aspire to make an impact in the world of finance and stock trading.
