- +919319978162
- wealthinn345@gmail.com
- Mon - Sat: 09:00 AM - 06:00 PM
About Us
About the company
WealthInn was established in 2004 with modest beginnings in Paschim Vihar, Delhi, initially offering mortgage-focused services. Since then, however, we have witnessed remarkable expansion as we expanded to cover insurance, real estate mortgages, business loans, portfolio management services, and insurance.
Our journey has been marked by continual evolution and learning, culminating in us providing comprehensive Wealth Services that draw upon over 20 years of expertise. With three strategic locations – Paschim Vihar in Delhi, Gurgaon in Haryana, and Zirakpur in Punjab – we serve a diverse clientele.
At WealthInn, we place great value on relationships. Our guiding principle, “relation forever”, illustrates this commitment to building lasting bonds with our clients through personalized, reliable and efficient services that aim to support you in reaching your financial aspirations and ensure a stable and prosperous future. Let us join this journey together – you could form lasting ties!
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PROJECTS DELIVERED
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Cities We Serve
Vision
Our vision is to become the premier financial wellness partner, helping clients achieve prosperity and peace of mind through financial well-being. Our aim is to set new standards in financial advisory by offering customized and innovative solutions that empower individuals and businesses alike to navigate the complexities of finance with confidence. Through unwavering integrity and expertise, our aim is to build long-lasting relationships and help our clients realize their financial dreams step by step.
Mission
Our mission is to offer unwavering support on our clients' financial journeys. We do this through expert advice, tailored strategies, and commitment to their financial success. Education, transparency, and trust are top priorities as we facilitate informed decision-making by our clients. By cultivating a culture of innovation, collaboration, and community engagement - together we aim to secure brighter financial futures for all who we serve.
main principles
Core Values
Integrity: We uphold the highest ethical standards in everything that we do. We are honest, transparent and are dedicated to maintaining client trust and confidence.
Client-Centricity: At WealthInn our clients’ goals and interests at the center of all decisions made. We take great care in understanding each unique requirement they present as we create tailored solutions tailored specifically for them that align with their objectives.
Expertise: At WealthInn, we continuously invest in our knowledge and skills in order to deliver cutting-edge and efficient financial advice. Our team consists of highly trained professionals dedicated to helping their clients attain financial success.
Empowerment: We pride ourselves on educating and empowering our clients to make sound financial decisions. We equip them with all of the knowledge and tools they need to take charge of their own futures.
Innovation: We embrace and leverage cutting-edge technology to enhance our services and provide innovative financial solutions. By staying ahead of industry trends, we better serve our clients.
Teamwork & Cooperation: At WealthInn and external partners, we promote a culture of teamwork and cooperation to deliver better results for our clients. We believe working collaboratively brings greater success.
Community Engagement: We take great pleasure in giving back to the communities in which we operate. To this end, we actively engage in charitable initiatives and volunteer efforts with an aim of making an impactful statement about their commitment.
Accountability: We take full ownership for our actions and results. We hold ourselves accountable to clients, colleagues, and stakeholders – always seeking excellence in all that we do.
Long-Term Focus:We recognize the significance of long-term financial planning. We encourage patience and discipline when reaching goals; additionally, we prioritize sustainable strategies over short-term profits.
Confidentiality: we value and respect the privacy and confidentiality of our clients’ financial data. To safeguard it appropriately. we have implemented stringent data security measures.
Management
Manish Girotra
Manish Girotra commenced his career with SBI credit cards when credit cards were not widely used. He then honed his expertise in housing loans at A K Khattar and Associates. In 2004, he embarked on his entrepreneurial journey by founding a DSA in West Delhi and collaborating with leading banks. His ventures later expanded to include health, term insurance, and real estate services. With profound knowledge of loans, insurance products, and real estate, he upholds a business philosophy of honesty and transparency. Guided by his faith in God, he conducts his business with unwavering principles of righteousness.
Pawan Girotra
Pawan Girotra initiated his career in the transportation sector, specializing in collections. Over 17 years, he honed his expertise at CMS Info Systems, gaining valuable insights into various facets of the industry. In 2016, he teamed up with his brother, Manish, to become a vital partner in their venture. Pawan brings extensive experience in managing teams and handling customer relations, making him an invaluable asset to the business. His collection and CMS Info Systems background give him a unique perspective, ensuring seamless operations and excellent customer service.
Hitesh Singla
Hitesh initiated his career as a software engineer at Wipro Technologies Ltd., later pursuing a PGDM from the FORE School of Management. He gained insights into business development at a startup and then transitioned to institutional sales as a sales manager at Honeywell Building Solutions. His expertise deepened during his seven-year tenure at ICICI Wealth Management, where he held various roles, including wealth manager and product specialist. Managing up to 50 million portfolios, Hitesh has extensive banking products, insurance, and wealth management knowledge. Outside work, he finds solace in reading and actively engages on Quora, sharing insights on investments, retirement planning, children’s education, and insurance.
Mukesh Kumar
He possesses over 10 years of extensive experience in marketing and sales, honed within the Delhi NCR region. He builds strong relationships with customers, demonstrated throughout his diverse career. Starting as a lab incharge at Varma TRAFAG (a joint venture with companies like AG TRAFAG Switzerland, Amot Controls England, and Texas Instruments USA), he gained foundational skills. He then transitioned to marketing roles at Japsin Instruments, Delhi, and Bellstone Hi-Tech, each for a year, solidifying his understanding of the customer journey. In 2014, he moved to Ryder Safety Shoes and Gear, Delhi, as a marketing manager, further expanding his expertise in brand management and lead generation. His most recent position as Area Sales Manager at SLB Earthings Kundli refined his sales acumen and negotiation skills.