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Discover Personalized Portfolio Management by Rajeev Bansal—
Built on 22 Years of Financial Wisdom + Market Mastery.

Portfolio Management Services by Rajeev Bansal

For those who don’t just want to invest, but want to grow wealth with clarity, confidence, and conviction.

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The values we live by

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Personalized Strategy

Every investor is different. Whether you’re risk-averse or risk-ready, we tailor your portfolio based on:

  • Your financial goals
  • Risk appetite
  • Time horizon
  • Current portfolio health

    • Dual Portfolio Model

    We manage two distinct portfolio approaches:

  • Wealth Builder Portfolio: Focused on long-term, sustainable growth through blue-chip and mid-cap stocks.
  • High-Growth Portfolio: Targets micro and small caps with high-reward potential (backed by technical + fundamental analysis).

    • Data-Driven Decision Making

    No guesswork. Every move is backed by:

  • Deep technical analysis (including Elliott Waves)
  • Market cycles, sectoral trends, and macroeconomic factors
  • Real-time tracking with regular performance updates

    • Diversified Wealth Tools

    Also get access to:

  • Mutual Funds via the Wealthy App
  • Insurance for retirement & life planning
  • Upcoming exclusive courses for financial literacy & trading mastery

    • Honest, Transparent Communication

    No sugarcoating. Just straight-up, honest guidance that respects your time and money.

    SEBI/AMFI Compliant

    Operate with peace of mind. All services are 100% compliant with SEBI and AMFI guidelines—ensuring transparency, ethical practices, and your financial safety.

    our services

    Who is this for?

    Salaried Professionals

    If you're stuck in the FD-savings loop, watching inflation quietly erode your earnings—this is your wake-up call.
    With wealthinfocus guidance, you can break free from low-interest traps and start building real, inflation-beating wealth.

    Entrepreneurs

    Business owners often get caught up in the day-to-day grind, leaving surplus cash lying in current accounts or underperforming investments. wealthinfocus helps you strategically deploy your business profits into high-potential market opportunities—so your money isn’t just parked, it’s powering your financial independence.

    First-Time Investors

    The market can feel intimidating—charts, jargon, volatility. But under Rajeev’s mentorship, you don’t just invest blindly; you understand the why behind every move. This is investing with a learning curve—giving you knowledge, confidence, and steady growth.
    Perfect for young professionals, side hustlers, and anyone eager to build wealth the smart way.

    Experienced Market Players

    Already dabbling in stocks, F&O, or mutual funds? Great. But every smart trader knows the value of a second opinion—especially one backed by 22+ years of financial wisdom and a no-hype, data-driven mindset.
    Rajeev acts as your strategic partner, helping you sharpen your edge, avoid costly emotional decisions, and identify real opportunities hidden in plain sight.
    Schedule a call >

    Tired of One-Size-Fits-All Advice That Fails When It Matters Most?

    Cookie-cutter portfolios might look good on paper—but they collapse when reality hits. Investing with wealthinfocus offers tailored portfolio solutions—crafted around your risk tolerance, your goals, and your future.

    Learn more

    22 Years of Experience

    Backed by over two decades in senior finance roles and market strategy—Rajeev brings wisdom that only time (and market cycles) can teach.

    NISM Certified Investment Advisor

    Officially certified to provide ethical, well-informed, and compliant financial advice—so you’re always in safe, professional hands.

    AMFI Registered

    Fully authorized to distribute mutual funds with complete transparency and regulatory compliance—no hidden agendas, just honest guidance.

    Real Portfolios, Real Results

    No fluff, no theory. Rajeev actively manages portfolios that deliver consistent performance—helping clients build wealth with proven strategies.

    Let’s work together

    Get personalized consultation call from me and my team.

    Start instantly with Wealthy

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    Ready to put your portfolio on autopilot—with a co-pilot who’s been through every market cycle?

    Stop Guessing. Start Growing.

    (Limited Slots. First Come, First Served.)

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    Rajeev Bansal is a premium investment advisor with over 15+ years of personal trading experience.

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