WEALTH KRAFT
CAPITAL IDEAS. RIGHT VALUES. Wealth Kraft is the leading financial products distribution firm in Hazaribag providing need based, client-centric & unbiased financial advisory and financial product distribution services. As part of our offerings, we offer the following services to all of our clients:
1. Investment /Life Needs Assessment Study
2. Family Wealth Desk
3. Trading & Demat A
ccount Services
4. Mutual Funds Automated Rebalancing Tool
5. Transaction Services in financial products
Wealth Kraft adheres to the following core principles in the conduct of its' business:
1. INVESTOR FIRST APPROACH
In investment decision making, we keep our clients at the heart of the process & their interests primary.
2. UNBIASED ADVISORY
We would not willingly recommend an inferior or unrequired product to our clients.
3. ADEQUATE TRANSPARENCY & DISCLOSURE
We stand to disclose to our clients any relevant info about our services, products, commissions for behind any recommendations by us.
4. METHODOLOGICAL / RESEARCH BASED APPROACH
Investment recommendations would be methodological, researched based to the best of our knowledge & abilities.
5. COMPLIANCE DRIVEN
We will not take any practice knowingly which is illegal or non-compliant in the best interests of our clients. Disclosures:
We are registered Mutual Fund Distributors and not financial Planners and provide planning services as ancillary to our primary business of distribution. Though our recommendations / plans are made with care & research, we do not give any warranty or gaurantee that the plans would be successful or products would perform / give desired results. Products would be subject to their own risk factors and we recommend that you commit to products only after sound understanding of the same. In case of any doubts, please feel free to ask us.