Started in 2016, WPF Capital is a leading financial advisory firm and here, we have expertise in Investment, Insurance and Loans.
Under Investment, we bring all investment products together under one platform. We deal in Mutual Fund, PMS, AIF, NCD, Fixed Deposit, RBI Bonds, Secondary Market Bonds, Tax Saving Capital Bonds and too many other investment products as per client requirement.
Under Insurance, We do Life & General Insurance including Term Insurance, Car Insurance, Health Insurance, Assets Insurance, Liabilities Insurance, D&O Policy, Marine Insurance, etc. for Individual & Corporates.
Under Loan Division, we have expertise in Home Loan, Loan against property, Business Loan, Personal Loan, All kind of loan Balance Transfer with top-up facility as per customer need. We are authorized channel partner of Bank of Baroda, HDFC Limited, ICICI Bank, City Bank, Axis Bank, RBL, LIC and all major Bank & NBFC.
1. Complete Paperless transactions - For Free
2. Fundz Bazar facility for SIP, Purchase, Switch Redemption, etc.
3. Round the clock transction facility
1. Track your investments anytime, anywhere – For FREE
2. Excellent portfolio management tools & reports to manage & access the portfolio of your family
3. Various reports – Valuation Report, Gain/Loss Report, Dividend Statement & Goal Tracking Report
1. Wide range of mutual fund schemes from leading Asset Management Companies
2. Pre designed portfolio of funds based on your need
3. Create a customized portfolio by choosing funds on your own
1. Secured by Highest level of security (Symantec)
2. Data & Password Encryption
3. Bank level security
4. Confidentiality of your personal information & documents
5. No sharing of data with third party vendor
Address:Unit No B 8, Lower Ground Floor
Mahatta Tower B Block Community Centre
Janak Puri New Delhi 110058
Contact No.+91 9910 709 583 / 9810636381
011-45604244
E-mail: info@wpfcapital.in
E-mail: Yogeshsharma@wpfcapital.in
