AMFI Registered Mutual Fund Distributor

Welcome to 7Wealth - Your Companion in Financial Growth

At 7Wealth, we understand that the world of finance often seems big, puzzling, and complex. That’s why we, as your trusted AMFI Registered Mutual Fund Distributor and IRDAI Registered Insurance Advisor, simplify this world for you. With over a decade of experience, we convert those financial jargons into a language you speak and understand every day.

Financial Risk Management

Life’s unpredictable. But when it comes to your finances, we’re your safety net, ensuring you’re prepared for those unexpected moments

Financial Consulting

Consider us your financial chefs, ready to customize the recipe for your success, adding ingredients that suit your taste, and most importantly, keeping it digestible

Financial Planning

Imagine your financial journey as a road trip. Our role? We’re the ones helping you map it out to avoid bumps, choose the scenic routes, and, importantly, reach your destination

Let's Start This Journey Together Book Your Consultation Today

Let’s make your financial world less intimidating and more rewarding. With 7Wealth, it’s not about transactions; it’s about partnerships. Because your success story is our biggest reward.

Book an appoitnment

+91-8076647492

We’ll Ensure You Always Get The Best Result.

An IIM Ahmedabad Alumnus, having 12+ years of work experience in Financial Markets. Having gained extensive experience collaborating with leading global investment banks and conducting financial research in support of M&A, IPOs, and FPOs, I possess a profound understanding of both quantitative and qualitative secondary research methodologies, applied to companies and industries.

“I am actively involved in investor awareness initiatives, currently assisting a group of over 100 individuals by educating them on personal finance and wealth creation methods through mutual funds.”

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4.6/5

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4.8/5

157 Reviews

Explore Our Array of Services

Goal-Based Planning

We all have dreams. Big or small, we help you lay the financial groundwork to turn those dreams into reality.

Retirement Planning

Picture your retirement as a permanent vacation. We’re your travel agents, planning out the golden holiday of your dreams

Wealth Creation Advisory

Think of wealth as a garden. Our strategies help you plant, nurture, and grow your financial seeds

Portfolio Analysis

Confused about your investments? We’ll declutter your portfolio, making sure it aligns with your current and future aspirations

Debt Management

Debt can weigh you down. Think of us as your financial trainers, helping you shed off the weight of debt, one smart strategy at a time

Tax Planning

No one likes parting with their hard-earned money. We help you keep more of it in your pocket, showing you the way around the tax maze

Key Products

Mutual Funds

We help you achieve your financial goal by investing in carefully chosen mutual funds that align with your risk tolerance and are optimized for long-term performance

Life and Health Insurance

We provide a variety of insurance options to provide you with reassurance and ensure you have sufficient coverage in the event of any unexpected setbacks

Ready to Begin Your Financial Adventure?

A simplified journey to financial growth with 7Wealth. No fuss, no stress, just straightforward steps to a wealthier you

Our vision

We talk finance in a way you'll like and understand. No fancy words, just good advice

All-in-One Money Care

From saving more, paying debts, to growing wealth, we handle it all. It's like having a money doctor for complete health.

Always Fair & Honest:

We put you first. No secrets or tricks. Like true friends, we're here for your best, guiding you with heart.

Clear Money Talk

We make money chats easy and clear. No head-scratching terms. We want you confident, knowing exactly what's happening with your dough.

What People Say About Us

Below are client testimonials for 7Wealth

Vivek Singh, Entrepreneur

I always felt like financial planning was a foreign language, but 7Wealth made it so simple for me to understand. They created a clear road map for my finances, and now I actually enjoy tracking my progress. I feel more in control than ever before!

 5/5

7Wealth has taken the fear out of retirement for me. I now have a clear plan that aligns with my retirement dreams. It's comforting to know that I'll have the resources I need to enjoy my golden years. They think of everything, even the details I would have missed!

Mini Gupta

IT Professional

 5/5

I can't thank 7Wealth enough for pulling me out of the debt spiral. They didn't just reorganize my payments; they helped me change my approach to spending. It's like I've got a new lease on life. Debt-free living is incredible, and getting here was simpler than I ever imagined

Govinda Gupta

IT Professional

 5/5

Tax season used to be my nightmare. But with 7Wealth, it's completely stress-free. They know exactly how to get the best returns, and their strategies have saved me so much over the past few years. They handle all the complexities, and I just enjoy the savings!

Anu Sri

Textile Manufacturing

Not Just Advice, We Promise Financial Empowerment

Ready to take control? Your path to financial clarity and confidence is just a click away. Partner with 7Wealth, where your financial journey becomes a shared mission