What is your Financial Need?

HAPPY RETIREMENT

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What is your Financial Need?

OWN A HOUSE

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What is your Financial Need?

WEALTH BUILDING

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What is your Financial Need?

CHILD'S FUTURE

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Welcome To WB Finserve LLP

A reputed name for comprehensive financial guidance and product distribution services

WB Finserve LLP is a leading Mutual Fund distributor and a firm dedicated to provide personalized financial services to high-net-worth individuals, families, and institutions. Our experienced team delivers tailored investment options, insurance and tax optimization, and a range of financial solutions to help our clients achieve their unique financial goals and aspirations.

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Our Service

01 Client Desk

The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.

What We Offer

01 Assess

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Fund Manger Interviews

Mr. Shriram Ramanathan Chief Investment Officer - FIXED INCOME, HSBC Mutual Fund CIO - F...

Mr. Venugopal Manghat Chief Investment Officer - Equity, HSBC Mutual Fund Venugopal Mang...

Mr. Vikas Garg Head - Fixed Income India, Invesco Mutual Fund Vikas heads the Fixed Inco...

Mr. Taher Badshah Chief Investment Officer - Equity Invesco Mutual Fund Taher has over 3...
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Latest Article

Friday, May 16 2025Source/Contribution by : NJ Publications Health insurance is a financi...

Friday, May 9 2025Source/Contribution by : NJ Publications Dodging Investment Traps: How ...

Friday, May 2 2025Source/Contribution by : NJ Publications We've all been guilty of it-pu...

Friday, April 18 2025Source/Contribution by : NJ Publications Introduction Traveling abr...

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WB Finserve LLP
Office Address:
231,2nd Floor, Kailash Plaza,
Vallabh Baug Lane, Ghatkopar (E),
Mumbai - 400 075