Mutual Funds SIP

To grow and sustain your wealth, we help you design right portfolio

We make sure that you take adequate life and health cover to protect you and your family

WE DISTRIBUTE ALL FINANCIAL PRODUCTS, IN LINE WITH YOUR RISK PROFILE

ABOUT US

At Deepak Wealth Management, we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from 2007. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.

banner

Our Services

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation

Read More

Tax Optimization

Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing

Read More

Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other asset classes. Mutual funds give small

Read More

Insurance Policies

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events.

Read More

Wealth Basket

Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s

Read More

Targeted Investment

Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment

Read More

FINANCIAL CALCULATORS




online mutual fund investment platform

Secure your future through systematic investment

Secure your future through systematic investment

KNOWLEDGE AND LEARNING

Educational Video

Educational Video

Fundzbazar Registration

OUR HAPPY CLIENTS

selfimage

Adithya Naragund

Mr. Shivkumar has been more than an agent for us. He is an advisor for all our financial needs. He is most reliable and is always available. Thank you sir

selfimage

Heemanshu

Shivakumar is extremely customer focused in his services and offerings. I have not only taken a policy from him but he was magnanimous enough to resolve my Pension & Gratuity Scheme from LIC from my first employer. He completed the paperwork and got me arrears of ₹34000 and updated my details in the policy for future payments to be received. He even personally completed the Certificate of Existence which I had to file for this. Also he paid the LIC premiums of policies not taken from him. He has kept the highest standards of professionalism with his courteous reminders. He is a gem of a person that is so rare to find.

selfimage

Ashwani Kumar

Happy to have a supportive person like Shivakumar .... Reminds all times and follow up for payments to make sure we are missing our payment dates. Fully satisfied with his services.

selfimage

Ignatious Jacob

I recommend sivakumar strongly,very responsible and believable LIC agent, your money is more guaranteed and have faith he will be in spot on your problem to respond the policy holders

selfimage

Pankaj Mahato

Shiva is a very good LIC Advisor. I found him very friendly and always gives beneficial advice related with LIC Policies. I strongly recommend Shiva for seeking LIC policy.

Deepak Wealth Management ©2023

Designed and Developed by img