About us

Wealth Design is the company which is handling complete financial planning with CFP certification . Our core team is having more than 75  years of experience in money management . we started 2 decades ago and we are having more than 1000  happy clients across the globe .

Vision

In your journey to financial well being, we can help you prepare for the next stage through holistic investment advice and hand holding.

Mission

While helping our customers to make their dreams become reality, at Wealth Design we strive to build trust with each and every client relationship through, Personal Knowledge, industry experience, honest communication, unbiased advice, and commitment to unparalleled advice.

Management Head

Wealth design is managed by Mrs Sneha Haridas she is having Vast 25 years of experience in investments and finance

Professional Development

We with our dedicated team handling more than 1000 customers and 300 Families including big HNI customers, Business owners, CA, Doctors etc.