Our Unique Investment Strategy is backed by DATA. We turn market insights into actionable plans for your financial growth.
At WealthCraft, we blend financial expertise with innovative strategies to help you build, manage, and protect your wealth. Our services are designed to cover every aspect of your financial journey — from investments to compliance.
Personalized guidance for Indian & global markets. We craft portfolios aligned with your risk appetite and long-term vision.
Learn MoreTailored financial roadmaps to achieve your life goals — from savings and investments to retirement and estate planning.
Learn MoreHolistic wealth solutions including portfolio growth, succession planning, and risk diversification strategies.
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A roadmap to financial freedom. We craft a personalized strategy based on your unique goals & risk tolerance.
Designed for moderate to conservative investors. Best suited for individuals and families who value wealth preservation and steady growth.
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Strategic partnership for sophisticated investors. We craft bespoke solutions by diversifying across global markets.
Built for high to aggressive investors with substantial assets. Balances higher volatility with potential superior returns, plus holistic wealth planning.
Get a QuoteIn addition to our core investment products, WealthCraft Consultants offers a comprehensive suite of services that form the foundation of a robust financial life. We believe true wealth is about more than just a portfolio—it's about a well-structured plan that secures your future and legacy.
Financial planning is the core of what we do. It's the essential first step in crafting your financial future. We don't just provide investment recommendations; we build a complete financial roadmap tailored to your life's goals.
Why is this so important? Many people rely on generic calculators, which fail to account for the real-world complexities that can erode your savings. Our expertise lies in the meticulous calculations that consider the unseen threats to your wealth. We factor in crucial variables like:
The silent killer of purchasing power. We project future costs of daily life and education to safeguard your lifestyle.
We account for rising healthcare costs, unexpected life events, and expenses often overlooked in standard planning.
We calculate both loan interest and investment earnings, giving you a realistic projection of your future net worth.
By integrating these elements, we determine the precise corpus you need for retirement or major life events. Not just a guess, but a strategy—researched, accurate, and built for your future.
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Effective tax planning is not about avoiding taxes but about making your money work smarter. Our tax planning services are an integral part of your financial strategy.
Our goal is to ensure that a greater portion of your earnings and investment returns contribute to your wealth, not to your tax bill.
Securing your own financial future is paramount, but so is protecting the people and causes you care about most. We provide guidance on inheritance and estate planning to ensure your legacy is preserved and transferred smoothly.
We help you craft a lasting legacy that reflects your values and protects those you love.
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SEBI Registered Investment Advisor (INA000019682)
Shilpi is a SEBI registered Investment Advisor and a qualified Chartered Accountant with more than A decade of extensive experience in the dynamic realm of financial markets. With a passion for numbers and a keen eye for detail, Shilpi has established herself as a trusted advisor in the ever-evolving landscape of finance.
After obtaining her Chartered Accountancy qualification from ICAI, she embarked on her professional journey in one of the leading financial advisory firms. Here, she honed her skills in financial analysis, risk management, and regulatory compliance, providing invaluable insights to clients ranging from individual investors to foreign Institutions.
Her ability to navigate complex financial instruments and identify lucrative opportunities positioned her well among her Clients and Peers. Moreover, her strong understanding of regulatory frameworks ensures compliance with industry standards and safeguards against potential risks.
In addition to her professional endeavors, she is passionate about sharing her knowledge and expertise with the readers of financial markets.
At WealthCraft, we believe in a disciplined, analytical approach to financial success. We don't rely on gut feelings or market noise. Our commitment to you is to provide objective, evidence-based advice, meticulously "crafted"to your financial goals.
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