Company Performance Metrics
Wealth Suraksha is an independent financial services and insurance marketing firm that provides integrated wealth management and advisory solutions. The company serves resident and non-resident individuals, small and medium enterprises, and corporate clients. Its investment offerings include mutual funds, portfolio management services, private
equity, alternate investment funds, bonds, debentures, and corporate fixed deposits. Wealth Suraksha also delivers insurance advisory covering life, health, and general insurance, along with human life value assessment and claims assistance. Additional services span tax planning and return filing, retirement planning, real estate advisory, and will drafting and trust formation. The firm further coordinates home loans, loans against property, loans against securities, personal loans, and auto loans for retail borrowers.
