WMG Wealth – WMG Wealth provides a clear path forward.

Your Wealth Goals, Our Expertise.

Whether building retirement income, investing for growth, or funding a child’s future, WMG Wealth provides a clear path forward.

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Expert Guidance

Proven Outcomes

Ongoing Support

Build Wealth With Confidence

Plan, invest, and track across Mutual Funds, Equity, Insurance, and Alternatives. Gaining clarity, control, and measurable progress at every step.

Mutual Funds

Diversified portfolios aligned to goals and timelines, balancing growth and stability while optimizing costs and taxes for steady, measurable progress.

Direct Equity / IPO

Research-led stock selection and IPO access designed to capture conviction-driven growth, manage downside risk, and align exposure with market cycles.

Insurance

Protection-first strategies spanning term, health, and asset coverage to safeguard wealth, reduce risk, and support long-term financial resilience.

Other Products. Pre IPO, AIF, PMS

Curated access to differentiated opportunities—pre-IPO, AIFs, and PMS—adding uncorrelated return drivers and professional oversight to deepen portfolio strength.

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Service for your Development

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View All Services We Offers

Financial Planning Individual Performance Analysis Enterprise Investment Advisory Investors

Portfolio Consolidation

We blend research and technology to enhance efficiency, stay ahead of trends, and implement best‑in‑class ideas.
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Chart Your Growth

Get in-depth understanding of your portfolio’s performance and calibrate as you desire.

Comperehensive Reporting

Get a detailed overview of your portfolio’s perfomance with our dashboards.

Why Choose Us

Let Us Guide You Through Today’s Complex Financial Landscape

We partner closely with businesses and individuals to design funding and investment strategies that fit real needs. Access flexible solutions that support liquidity, growth, and long‑term stability.

Learn More Why Choose Us

Accessablity

Seamless access and intuitive touchpoints make every interaction simple, secure, and convenient.

Client-Centered

Every plan is personalized – built around objectives, timelines, and preferences to deliver meaningful outcomes.

Integrity

We uphold transparency and accountability, earning trust through clear communication and reliable execution.

About WMG Wealth

Shape your future, one decision at a time. Take control of your financial destiny.

WMG Wealth partners with leaders, families, and entrepreneurs to turn complex financial challenges into practical strategies. Our culture values collaboration, rigor, and results—building lasting confidence and community.

Experience and Expertise

Consistently ranked among the top consulting firms across the nation.

Strategic Marketing

Consistently ranked among the top consulting firms across the nation.

More About WMG Wealth

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years of experience
WMG Wealth since 1996

Our Mission.

We combine disciplined research with a human touch—prioritizing balance, clarity, and well‑being over short‑term noise.

Our Vision.

We embarked on our journey with a distinct approach. Instead of adhering to a demanding, all-or-nothing career path, we prioritized balance and well-being.

Meet our Team.

Our four‑step approach delivers clarity, accountability, and measurable progress – kept on schedule and aligned to goals.

See Pricing plans

Sreekara I P

Director

Rajesh Mysore Sadashiva

N C Omkarmurthy

Nalini

Sharada H

Supritha Prasad

Shobitha M

Navyashree B

Navya S

Our Featured Projects

Selected Case Studies

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