About Wealth Rishta
A Nagpur-based mutual fund and insurance distributor helping families invest wisely, insure rightly and grow together.
Your goals, our guidance
Wealth Rishta Financial Services is a mutual fund and insurance distribution firm based in Nagpur, Maharashtra. We help individuals and families choose mutual fund schemes and insurance cover that fit their goals, risk appetite and time horizon.
Rishta means relationship. We would rather build one with you over decades than sell you a product once. That means explaining costs and risks honestly, keeping your plan tied to real goals, and reviewing it as your life changes.
“Let’s plan today for a brighter tomorrow.”
- Firm
- Wealth Rishta Financial Services
- Proprietor
- Sagar Agrawal
- Registration
- AMFI-registered Mutual Fund Distributor
- ARN
- ARN-367739
- ARN validity
- 12 Aug 2026 – 05 Aug 2029
- Insurance
- IRDAI registered
- Office
- Takli Seem, Nagpur
Sagar Agrawal
Proprietor · Mutual Fund & Insurance Distributor
Rishta means relationship, and that is how we work. We get to know your goals, suggest suitable mutual fund schemes and insurance covers, and stay with you through reviews, renewals and changes in life.
Sagar studied commerce and law and has completed the CA Final level of chartered accountancy. That background shapes how Wealth Rishta works: numbers are explained plainly, costs and risks are put on the table, and every recommendation is tied to a goal you can name.
From first conversation to regular reviews
Understand your goals
A conversation about your income, family, goals and the investments and policies you already hold.
Know your risk profile
How much ups and downs you are comfortable with, and how long you can stay invested.
Choose the right products
Suitable mutual fund schemes and insurance covers, with costs, lock-ins and risks explained.
Review regularly
Periodic portfolio reviews, rebalancing, and help with renewals and service requests.
What you can expect from us
Goal-based investing
Personalised solutions for your unique goals.
Wide range of products
Mutual funds and insurance under one roof.
Expert guidance
Based on your risk profile and financial needs.
SIP & investment planning
Discipline towards long-term wealth creation.
Insurance needs analysis
Right cover, right amount, right time.
Portfolio review
Regular review and rebalancing.
Personalised service
Ongoing support for all your financial needs.
Trust & transparency
Your financial well-being is our priority.
Our office
Nagpur, Maharashtra
201, A Wing, Arihant Arcade 2, Takli Seem, Rajendra Nagar, Nagpur, Maharashtra 440022
Near Rachna Ring Road Metro Station, Hingna Road
Open in Google MapsWant to know how we would handle your money?
Book a free consultation. No product is pushed in the first meeting.