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.
Our Service
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
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Product Basket
Fund Manger Interviews
Mr. Ardhendu Bhattacharya
Chief Investment Officer - Fixed Income, SBI Mutual Fund.
Mr. Ardh...
Mr. Pradeep Kesavan
Chief Investment Officer - Equity, SBI Mutual Fund.
Pradeep is the Equit...
Mr. Prashant Pimple
Chief Investment Officer - Fixed Income, Baroda BNP Paribas Mutual Fund...
Mr. Sanjay Chawla
Chief Investment Officer - Equity, Baroda BNP Paribas Mutual Fund.
Mr. Cha...
Assisting clients in fulfilling their needs.
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What Our Client Says
