About Us

Know who we are

We at Wealth Pyramid incorporated in the 2016, with 2200+ satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.

We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and CFA Holder Level 3. And also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, adequate to help meet your diverse financial objectives.

We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

Create sustainable wealth for clients to fulfill all future goals at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.

Create awareness of Financial Planning Literacy to make a simplified financial plan which helps clients to fulfill their Financial Targets.

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Our Core Products

If you are looking for the right financial product,you are at the right place.Starting form mutaul funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.

Leaders

The Management Team

Mr. Chandra Veshu Bharadwaj
Mr. Chandra Veshu BharadwajCo Founder and Chief Portfolio Consultant
Mr. Chandra Veshu Bharadwaj is the Co Founder and Chief Portfolio Consultant, He has done M.B.A Finance, C.F.A level 3,CFP,10 times MDRT Club Life Member has 12 years of rich experience in the financial services industry with Brands like PNB,Zscaler,Morgan Stanely. He is known for his deep understanding of the distribution practices and its challenges.
Advocate Rudra Sharma
Advocate Rudra SharmaChief legal Officer
Advocate Rudra Sharma is the Chief legal Officer. He is M.C.OM, L.L.M has great experience of 10 + Years of experience in corporate policy making, Taxation and IPR, Will drafting and MOU Creation, Compliance and auditing of corporates.
Kanchan Thakur
Kanchan Thakur
She is heading the people and Culture at the Wealth Pyramid , She is M.B.A Finance and had worked with various for more than 12 years before joining Wealth Pyramid.

Achivements

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We at Wealth Pyramid incorporated in the 2016, with 2200+ satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.

Address

Wealth Pyramid Consulting Pvt. Ltd
Office Address:
Office Number 19, Plot F88,
Phase 7 Industrial Area Mohali,
Near Uchit Diagnostics.
Contact Numbers: 8449030001,8860347782
Chat Support: 8449030001
Email: Bharadwajvishu87@gmail.com 

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