About Me
Wealth Bricks was incorporated in the year 2016. Presently our firm has 500+ satisfied clients across India and abroad.
Wealth Bricks is present in Navi Mumbai and Hyderabad. We help clients to achieve their Financial Goals with effective and smart investment planning using State-of-the-art technology platform partner Fundzbazar. We are channel Partner to Prudent Fundzbazar; which has pan India presence and it is one of the biggest national distributors with presence in 34 states and more than 600+ cities.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX OPTIMIZATION
Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in
INSURANCE PORTFOLIO
Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events
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 or individual investors access
WEALTH BASKET
Wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained
TARGETED INVESTMENT
Making holistic investment choice is always preferred than making random investments. This can be achieved if every investment made is linked to a certain purpose.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
I’m Nandakumar Vaishampayan, and I got in touch with Mrs. Anjali Joshi for my post retirement financial assistance. She has helped me significantly with investments especially mutual funds. She has not only managed the finances but has also explained all the investments and returns in detail to me and my family. I’ve been very happy with her guidance and services.
Nandakumar Vaishampayan
Miss Anjali Joshi has been an exceptional asset manager, offering timely and insightful financial guidance. Her carefully crafted portfolio, blending SIPs and diversified savings options, delivered consistent profits over the past three years. Not a single investment dipped below its base value — a testament to her strategic planning. Her expertise and proactive approach truly stand out in today’s volatile market. Grateful for her support in securing my financial growth with confidence and stability.
AMIT NILAK
BUSINESSMAN
Working with Anjali Joshi has been an absolute pleasure. I have been taking her financial advice for the last 8 years. She takes the time to truly understand my financial goals and offer clear, thoughtful advice tailored to my needs. I appreciate her proactive communication and would highly recommend her to anyone looking for a trusted financial advisor.
RUCHA GANPULE
CA
Anjali Joshi has provided clear, strategic financial guidance tailored to my goals. Her professionalism, integrity, and deep expertise have been instrumental in helping me make informed financial decisions with confidence.
MEGHANA DHONGADE
IT PROFESSIONAL
Myself Dr. Yogita Atre from medical profession took mutual mudra services from their proprietor Mrs. Anjali Joshi.She took very keen interest in understanding my financial planning and owing to my busy schedule guided me time to time in my financial planning Very satisfied with her prompt services and guidance.
YOGITA ATRE
DOCTOR