Building Wealth, Securing Futures

Your Trusted Partner in Personalized Investment Solutions. We provide transparent, data-driven strategies to help you grow your wealth steadily and achieve your financial goals with confidence.

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About Us

Your Wealth, Our Focus

At Wealthgen Fund Distributors LLP, we believe every investor deserves an impartial, committed, and knowledgeable financial partner. Recognising this need, our team of seasoned ex-bankers with decades of collective experience in wealth management, investments, and financial planning have come together to empower individuals and businesses through tailored financial strategies that align with unique goals and risk profiles. Our approach is personal, transparent, data-driven, and rooted in trust, enabling clients to make confident and informed decisions while building sustainable wealth.

Experienced Team

Decades of combined expertise in wealth management and investments.

Client-Centric Approach

Personalized solutions aligned with individual financial goals.

Transparent Strategies

Clear, data-driven advice to help clients make informed decisions.

Sustainable Wealth Growth

Tailored investment plans that prioritize long-term financial security.

Start Your Journey
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Financial Tools

Invest Smarter, Plan Better

Wealthgen's suite of tools helps you simplify investment planning, track performance, evaluate risk, and make confident financial decisions.

Funds

Top Performing Funds

Explore the funds which gives you better return with our guidance & support. Fund List 

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Services

Our Services

Smart, simple, and personalized solutions to help you grow your wealth and achieve your financial goals.

Direct vs Regular

Know the Key Differences

Direct Plans

  • Investor handles everything independently – fund selection, asset allocation, monitoring, and rebalancing.
  • Lower expense ratio since no distributor commission is involved.
  • Requires deep research, market understanding, and consistent follow-ups.
  • No personalised guidance — decisions are based on self-judgment only.
  • Higher chances of emotional or impulsive decisions during market volatility.
  • Suitable mainly for experienced or DIY investors who prefer full control.

Regular Plans

  • Expert guidance from a qualified MFD — right from fund selection to ongoing review.
  • Slightly higher expense ratio, but includes professional support and servicing.
  • MFD manages documentation, portfolio tracking, redemptions, and even KYC help.
  • Investments are customised as per your goals, risk profile, and market outlook.
  • Helps maintain discipline, avoids panic selling, and ensures long-term focus.
  • Preferred by majority investors who value personalised service and expert advice.
Investment Options

Choose the Right Fund for You

Compare popular investment options side by side and make informed choices to grow your wealth effectively over time.

Saving Account
7,00,454

Saving Account

(with 3% return)

Fixed Deposit
8,23,494

Fixed Deposit

(with 6% return)

Gold
9,74,828

Gold

(with 9% return)

Mutual Fund
13,93,286

Mutual Fund

(with 15% return)

Our Team

Meet the Experts

A team of SEBI-registered professionals dedicated to planning, tracking, and optimizing your investments.

Pratik Kakkad

Pratik Kakkad

Founder

Sudeep Nair

Sudeep Nair

Founder

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Our App

Trusted by Investors

Discover how our mobile app helps clients track, plan, and grow their wealth with ease and confidence.

Scan the QR to download

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Or download from

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Blogs

Our Latest News & Articles

Blog 1

25 Nov 2025

Understanding SIP: How Small Investments Create Big Wealth

Read More →
Blog 2

25 Nov 2025

How to Choose the Right Mutual Fund for Your Goals

Read More →
Blog 3

25 Nov 2025

Top 5 Investment Strategies for 2025

Read More →
Testimonials

What Our Clients Say

Real experiences from investors who’ve trusted us with their financial journey.

Amit Desai

Amit Desai

From mutual funds to alternative investments, Wealthgen has guided me with clarity and expertise. I feel secure knowing my weal...

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Priya Sharma

Priya Sharma

I appreciate the professionalism and attention to detail from the Wealthgen team. They truly understand my financial goals and ...

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Rohit Mehta

Rohit Mehta

Working with Wealthgen Fund Distributors LLP has been a game-changer for my investment strategy. Their personalized approach an...

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Conversation

From personalized advice to smart tools, our team is ready to help you move forward with clarity and confidence.