Everything your money needs, under one roof.
Mutual funds are our primary service and the core of most plans. Our Additional Financial Solutions help you protect, park, borrow smarter and diversify — so every part of your financial life works together.
Mutual Funds
Mutual funds are the backbone of most long-term plans — but choosing from thousands of schemes, and staying invested through market cycles, is hard to do alone. As an AMFI-registered Mutual Fund Distributor, Wealth Gullak helps you match schemes to your goals and risk profile, invest paperlessly, and keep your portfolio on track with regular reviews.
- Goal-mapped SIPs from a few hundred rupees a month
- Curated baskets across equity, hybrid & debt
- Paperless KYC and onboarding options
- Periodic reviews and rebalancing alerts
Protect, park, borrow & diversify.
Each solution has its own page with details, process and FAQs.
Term Plan
A pure life insurance policy designed to financially protect the people who depend on you.
Explore Term PlanFixed Deposit
Place money with an eligible bank or other issuer for a chosen period at an applicable rate of interest.
Explore Fixed DepositLoan Rate Betterment
A review of your existing borrowing to see whether a more suitable interest rate or loan structure may now be available.
Explore Loan Rate BettermentGeneral Insurance
Protection against specified financial losses arising from events covered under the relevant policy.
Explore General InsuranceReal Estate Investment
Real estate as part of a long-term wealth strategy, through potential capital appreciation, rental income or both.
Explore Real Estate InvestmentPre-IPO & Unlisted Shares
Eligible shares of a company bought before they are listed and traded on a recognised stock exchange.
Explore Pre-IPO & Unlisted SharesNot sure what you need?
Talk to our team about your goals.
Contact usStart filling your gullak today.
Open your account in minutes, or speak with our team first — no obligation, no jargon.
or write to info@wealthgullak.com