Mission

We help our clients to "preserve" what they already have, prepare themselves for financial uncertainty in the most efficient manner possible
We provide unique options to clients based on their requirement and risk profiles through our professional experience and analysis.

Vision

Our vision is to be trusted and respected by our families, clients, and profession as the model of helping them by managing risk, focus on stability rather chasing quick returns that helps a transition through life's financial cycles.

How Waldal Wealth Works in Your Best Interest

Monthly Investment

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
Bank

@3% Return

Fixed Deposit

@6% Return

Gold

@9% Return

Sensex

@11% Return

Mutual Funds

@15% Return

*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)

Check Risk Profile

We will ask you a set of questions to get to know you!

1
Describe your knowledge of investments:

Check Risk Profile

We will ask you a set of questions to get to know you!

2
When you invest your money, you are:

Check Risk Profile

We will ask you a set of questions to get to know you!

3
If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?

Check Risk Profile

We will ask you a set of questions to get to know you!

4
Have you ever invested in shares or mutual funds? If yes, for how many years?

Check Risk Profile

We will ask you a set of questions to get to know you!

5
To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.

Check Risk Profile

We will ask you a set of questions to get to know you!

6
How do you react to the idea of investments?

Your Risk Tolerance

As per our risk assessment, you Risk Profile is

HAVE PERFECT CONTROL ON YOUR FINANCES

We help you create, track and achieve your various life stage goals

Not to have control over your finances is like sailing in a rudderless ship. A rudder controls and gives direction to the ship, similarly investments with goal gives direction to your financial well-being.

Request A Call Back

Thanks for visiting our website, If you have any query or suggestions, do write back to us and any one expert from our team we will promptly respond to you and help.

How Can We Help ?

Mutual Fund Research - Some of the most advanced tools in your hands

Category:
Equity: Large Cap
1 Year
Ret(%)
3 Year
Ret(%)
5 Year
Ret(%)
Nippon India Large Cap Fund- ... 40.13 24.53 19.44
ICICI Prudential Bluechip Fund... 39.06 20.9 18.96
BARODA BNP PARIBAS LARGE CAP F... 41.12 19.46 18.78
JM Large Cap Fund (Regular) - ... 45.67 21.52 18.7
Canara Robeco Blue Chip Equity... 31.15 15.58 18.28
Category:
Equity Funds Mid Cap
1 Year
Ret(%)
3 Year
Ret(%)
5 Year
Ret(%)
Quant Mid Cap Fund - Growth Op... 73.38 33.51 35.49
Motilal Oswal Midcap Fund-Regu... 61.22 38.51 30.39
Mahindra Manulife Mid Cap Fund... 60.42 28.02 28.58
Nippon India Growth Fund-Growt... 58.54 30.55 28.54
Edelweiss Mid Cap Fund - Regul... 55.79 27.58 28.46
Category:
Equity: Multi Cap
1 Year
Ret(%)
3 Year
Ret(%)
5 Year
Ret(%)
Quant Active Fund-GROWTH OPTIO... 53.37 25.91 31.43
Mahindra Manulife Multi Cap Fu... 48.16 23.89 25.25
Nippon India Multi Cap Fund-Gr... 53.17 32.74 24.08
Baroda BNP Paribas MULTI CAP F... 47.33 24.51 22.95
Invesco India Multicap Fund - ... 44.68 20.49 21.69

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