Opening Hours: Monday - Saturday : 10:00 AM to 9:00 PM

+91 9938036161 | wealthbuilders.in@gmail.com

About Us

Welcome to WEALTH BUILDERS INVESTMENT SERVICES

At Wealth Builders, we are your one-stop multi-asset solution for all investment and wealth management needs. Our purpose is simple yet powerful — to help individuals and families build sustainable wealth and achieve true financial freedom.

Founded with a vision to transform the way people invest, we focus on creatng personalized, transparent, and well-diversified financial strategies that empower our clients to grow, protect, and enjoy their wealth.

Transparency, trust, and long-term relatonships are at the heart of everything we do. We believe that wealth is not built overnight but through disciplined planning, informed choices, and the right guidance at every stage of life.

I warmly invite you to begin this journey with us at Wealth Builders, where your goals become our highest priority. Together, let’s chart a secure and prosperous financial future.

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Our Milestones

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Mr. Ashish Kumar Modi

Founder, WEALTH BUILDERS INVESTMENT SERVICES

Our Founder

Welcome to Wealth Builders Investment Services, where financial expertise meets a commitment to excellence.

I am Ashish Kumar Modi, Founder of Wealth Builders Investment Services, bringing with me over two decades of enriching experience in the financial industry.

My professional journey includes pivotal roles at reputed institutions such as Anand Rathi and Emami Ltd., which not only deepened my understanding of wealth management but also strengthened my passion for crafting tailored financial solutions for diverse client needs.

Academically, I hold a Bachelor’s degree in Commerce (B. Com), a Master’s in Marketing (M.S. Marketing), and am a Chartered Financial Analyst (CFA). In addition, I hold multiple NISM certifications in Wealth Management, Derivatives, and other financial domains—ensuring that my knowledge remains sharp and relevant in an ever-evolving market.

At Wealth Builders, we are guided by the values of integrity, transparency, and excellence. Our mission is to empower individuals and businesses to navigate the complexities of wealth management with clarity and confidence—offering personalized solutions aligned with their unique financial aspirations

WHY
CHOOSE
US?

With two decades of experience and a dedicated team of financial professionals, we go beyond numbers to understand your aspirations — be it funding your child’s education, securing your retirement, creating passive income, or building a legacy for future generations.

At Wealth Builders, every plan is designed with you at the centre. Our mission is not just to manage money, but to build wealth that works for you — today, tomorrow, and for generations to come.

Our Expertise

We specialize in a wide spectrum of investment and financial solutions tailored to diverse needs, including:

  • Mutual Funds

    SIP / STP / SWP & Lumpsum strategies

  • Portfolio Management Services (PMS)

    Tailored PMS solutions

  • Alternative Investment Funds (AIF)

    Niche & institutional-grade opportunities

  • Investment Services

    Advisory, allocation & execution

  • Bonds & Fixed Income

    PSU, GOI, 54EC, Corporate & long/short tenure

  • RBI Regulated PTC

    Invoice discounting (30–120 days)

  • Unlisted & Pre-IPO

    Private placements & early-stage access

  • Life & Health Insurance

    Protection & wealth preservation

  • Retirement & Education

    Goal-based planning & SIP roadmaps

  • Loan Services

    Home, personal & business loan support

  • Gold & Silver

    Bullion, sovereign & ETF options

  • Demat Services

    Account setup & depository services