ABOUT
WEALTHCRET
We are a dedicated financial solution provider for referral partner firm committed to fostering trust, not just with our clients but also with our esteemed referral partners. Our goal is to cultivate enduring relationships where every individual find not just financial prosperity, but also a deep sense of contentment, with a passive income for all his life.
We specialize in financial solutions for our referral partner firms, prioritizing trust-building not only with clients but also esteemed partners. Our mission is to nurture lasting relationships, ensuring not just financial success but also profound contentment, securing passive income for a lifetime.
As your dedicated financial solution provider, we’re committed to fostering trust within our referral partner network and beyond. Our aim? Cultivating enduring relationships where individuals find not only financial prosperity but also deep contentment, ensuring a lifetime of passive income.
OUR MISSION
Our platform elevates single-product distributors by integrating them into multi-asset distribution, enhancing their income and investor experience. We offer a diverse product range, expert referral partnerships, strategic succession planning, and a collaborative community focused on shared success and knowledge.
OUR VISION
Our vision is to create a platform that empowers single-product distributors by integrating them into the mainstream of multi-asset distribution. We aim to elevate their income levels and enhance the investment experience for their investors through a process-oriented approach.
OUR SUPPORTERS
our team
With over three decades of combined expertise in Wealth Management and Application Development, Prashant, Minal, and Neha have joined forces to form an exceptional team. Driven by a clear vision and mission, they launched their venture with the goal of empowering individuals and businesses within the financial markets and wealth management industry. By developing innovative applications, they aim to simplify processes, enhance skillsets, create robust support systems, and streamline revenue models for their clients.
Mr. Prashant V Wagh
Founder & CEO
Mrs. Minal Prashant Wagh
Director & Head Operations
