About Us
Meet the Founder & CEO
Jay B. Kakaiya (CFGP™️)
- CFGP™️ Holder (Certified Financial Goal Planner) by AAFM
- AMFI ARN License Holder – Certified Mutual Fund Distributors at Mutual Funds Sahi Hai!
- Undertook 75+ Financial Awareness Sessions for Investors (View Gallery)
- By Education, Parag is a scholar in an MBA in Finance from SK Patel, Gujarat
- 2 Years of Experience and Core Expertise in Investment and Insurance Domain (Worked with one of the largest MF Players across India)
- 2 Years of Hands-on experience of handling MFD &Insurance Professionals
- WITH it’s 2 years of Experience & Core Expertise into Investment and Insurance Domain
- Has handled more than Rs. 250 Cr of Mutual Fund assets and guided and mentored more than 75+ Financial Advisors of Mutual Funds and Insurance in Ahmedabad
Invest in Startups
with Ease through
Mutual Fund Investment
Simple Onboarding
Begin your investment journey in just a few simple steps. Hassle-free registration and a smooth onboarding experience designed for everyone.
Verified Opportunities
Every investment invest is carefully vetted by experts to ensure quality, potential, and compliance — so you invest with confidence.
Transparent Process
Experience complete transparency at every stage — from fund allocation to performance tracking. Know exactly where your money is working.
Smart Growth Potential
Participate in high-growth Compunding opportunities through a diversified mutual fund, balancing risk and reward for long-term wealth creation.Begin your investment journey in just a few simple steps. Hassle-free registration and a smooth onboarding experience designed for everyone.
What We Offer
Assess
Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.
Execute
Implement the tailored solutions by transacting in all the recommended financial products on one single platform.
Track
Track your journey by reviewing and rebalancing your investments on a timely basis to make sure they are aligned with your financial needs.
Bridge between clients & financial growth.
In today’s fast-paced and constantly changing market, modern enterprises confront a variety of difficulties.
Our Products
Tools
- MF SIP Calculator
- Financial Tools
- NPS (National Pension System)
- Loan against Mutual Funds
Contact Us
WEALTHBRIDGE DISTRIBUTION
Office Address:
3G4V+66Q, BRTS Corridor, Paras Nagar, Naranpura, Ahmedabad, Gujarat 380063
Contact Details:
+91 8128772278
+91 6352306565