We are committed to the Accumulation, Preservation and Growth of your Wealth.

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Years Experience

About Us


Our primary aim is to offer our clients comprehensive, expert, and tailor-made solutions in the fields of wealth creation and wealth management. We are committed to delivering clear, forward-thinking, and practical professional guidance that leads to actionable solutions, ultimately enhancing their overall quality of life.

Our clientele is diverse, encompassing individuals from various walks of life, including salaried employees and business owners. Our clients span different life stages, ranging from young and single individuals to married couples and retirees.

Through our extensive experience in crafting multiple goal based plans for our clients, we have developed a keen understanding of the unique needs of each individual and family. This insight has inspired our tagline, "Navigating Dreams into Reality," which reflects our dedication to providing our investors with the means to achieve their financial goals in the right place, at the right time, and with the right amount.

We acknowledge that every person's financial requirements are distinct, and we place strong emphasis on comprehending your specific needs. This focus allows us to provide you with precise and appropriate advice tailored to your individual circumstances.

Gaurav Vijay Sarda

A-III, MBA (Banking & Insurance), CIA, AMFI Certified

Furthermore, he is a Certified Insurance Advisor accredited by the National Insurance Academy, an AMFI Certified ARN Holder, and has attained an Advanced Certification as a Financial goal planner from NSE Academy.

Throughout his corporate career in personal finance, Mr. Sarda served over 500 clients. This experience provided him with valuable insights into investors' unique situations and financial objectives, taking into account factors like time horizon, risk tolerance, return expectations, life cycle stage, and wealth cycle stag

Hailing from a family of solopreneurs, Mr. Sarda established VIKALPA WEALTH on a foundation of ethics and integrity. He is committed to prioritizing investors' needs, offering top-tier services, and delivering conflict- free advice. His goal is to ensure that investors achieve financial security and prosperity throughout their lifetimes.

Why Us?


Our commitment to you goes beyond mere planning and execution. We believe in cultivating a lasting relationship, always ready to support you in every situation. Our goal is to keep you well-informed, updated, and in control of your wealth at all times.


Our approach is entirely process-driven. We provide our clients with clear, forward-thinking advice that translates into practical solutions. We prioritize a client-focused, need-based process rather than adopting a product-focused, sales-oriented approach, ensuring simplicity and effectiveness in our services

Rich Product Basket

We offer a diverse range of financial and non-financial products and solutions through a single access point. Our holistic, need-driven approach involves careful examination and scrutiny, ensuring that our offerings align perfectly with your requirements

Associated with Indias Largest Mutual Funds Distributor

Our Philosophy

Right People To Partner

Backed with the right qualifications, skills & analytical support team, we provide skilful services, rich in experience within the broad compass of financial advisory.

Value Added Services

Our Services ensure comfort, convenience, control and confidence in managing your wealth.

Rich Product Basket

We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach in attentive scrutiny.

Client Centric Approach

Our ultimate concern and basis of influences being your long-term interests, we have designed everything possible to match your needs.

Featured Services We Provide You

01 Mutual-Funds

Mutual Funds

Your single point access to virtually all mutual fund schemes from all fund houses in the market.

02 Capital-Market

Capital Market

A capital market is a financial market where long-term debt or equity-backed securities are bought and sold.

03 Bond-Market

Bond Market

Get easy access to diverse debt products like non-covertible debentures (NCDs), infrastructure and RBI bonds, company deposits etc. from the leading companies and institutions in India.

04 pms


We offer portfolio management service (PMS) strategies with equity and mutual funds from the leading PMS providers in India.

05 Real-Estate

Real Estate

Get access to exclusive opportunities for investment and consumption in real estate.

06 Insurance


Experience suited risk advisory and management services with our insurance solutions.

07 Fixed-Deposit

Fixed Deposit

In a Fixed Deposit, you put lump sum money in your bank account for a fixed time period at a fixed rate of interest.

08 national-pension-scheme


NPS is an initiative undertaken by the Government of India with the aim of providing retirement benefits to all the citizens of India.


Awesome Feedback From Clients

Whatsapp Testimonials

Why should we be your Financial Advisors / Product Distributors?

Frequently Asked Questions

Whats strategy got to do"selecting-mutual fund Shouldnt you just goinvest"the best performing fund The answer is no Mutual fund investing requires as much strategic input as any other investment option Butadvantage is thatstrategy here is-natural extensionyour asset allocation plan (use our Asset Allocator to understandyour optimum asset allocation plan should bebasedyour personal risk profile) moneycontrol recommendsfollowing process

Capital markets are where savings and investments are channeled between suppliers and those in need. Suppliers are people or institutions with capital to lend or invest and typically include banks and investors. Those who seek capital in this market are businesses, governments, and individuals.

Individuals and Non-Individuals such as HUFs, partnerships firms, sole proprietorship firms and Body Corporate.

National Pension System (NPS) is an investment cum pension scheme initiated by the Government of India to provide old age security and pension to all citizens of India. The NPS was rolled out for all citizens of India on May 01, 2009. The Scheme is regulated by Pension Fund Regulatory and Development Authority (PFRDA).

You can start a fixed deposit with a minimum amount of Rs. 5,000.There isn’t any maximum limit for the fixed deposit amount

General Insurance is essentially Non-Life Insurance. It offers protective coverage for assets other than life. Depending on the kind of asset insured, there are different kinds of General Insurance.