About Us

At WW Financial Distribution we commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of service and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our continuing challenge.

We are a financial advisory & wealth management firm which believes in creating the value for the client. WW Financial Distribution has been formed by a set of experienced professionals with an aim of creating a leading & most trusted financial services organization, providing a complete range of Financial Advisory Management Solutions to individuals and corporate.

Our services

Our job is to “create and protect wealth”. That’s easy to say but how do we do it? First, we listen to our clients. We need to know (as far as you know!) what you want to do with your life. It is very important that we have an open and frank discussion so that we understand each other and can comfortably work together over time.

As time ticks by, the accumulation of capital and repayment of debt becomes more important. We start to seriously consider the future, ensuring that along the way you defend yourself against life’s “what ifs”. The long term goal is to secure financial freedom at our chosen retirement ages. All aspects of our financial affairs need to be considered together, but we can look at aspects separately. The benefit of successful financial planning is having CHOICES in life.

  • Investment Planning

    Successful investment means striking a balance between living for today and providing for tomorrow. Important ingredients are; timescale, appetite for the ‘ups and downs’ in world markets, the amount of ready cash needed and whether or not you even need to accept investment risk. The mix of ingredients needs to be tailored to you as an individual.

  • Retirement Planning

    When can I retire? Can I afford to retire? How much will I have in retirement? These are the key questions that we can answer, giving you accurate information that will enable you to take appropriate action.

  • Tax Planning

    Well, this aspect needs no explanation; we all want to ensure that our affairs are arranged in the most tax efficient way! We cover income, capital gains and inheritance taxes in our initial and ongoing reviews, but we can tackle ‘one-off’ projects where tax efficiency could be improved.

  • Financial Planning Review

    First we have an initial financial review, where we look at all aspects of your financial affairs and how they interact, to see if you are on course to meet your own objectives. We can then agree a strategy to make best use of your resources. This can be a free standing process with no obligation to move to being an ongoing client. We can move to the implementation of changes if appropriate to bring your affairs more in line with your goals. However, like establishing a garden, any new planting needs to be tended. We weed and feed, prune and tidy every year and over time it comes together and blossoms. The ongoing reviews are the financial equivalent for our clients – and like an established garden, we gain the satisfaction of standing back to admire our handiwork.

  • Lifetime Financial Planning

    This is the foundation of our service, setting out your financial life in a highly visual way. Using highly intuitive software we can project future scenarios to help you to take very important, sometimes life changing decisions.

  • Debt Re-structuring

    Is a process that allows a private or public company, or a Individual facing cash flow problems and financial distress to reduce and renegotiate its delinquent debts in order to improve or restore liquidity so that it can continue its operations.Replacement of old debt by new debt when not under financial distress is called "refinancing" We undertake individual debt restructuring for personal, mortgage and housing loan.

What's new

  • 3


    Our view on the markets – is it good time to invest in Indian equities?

    As the current market conditions makes it difficult to rely on earnings forecasts which are bound to change as the situation evolves, so it is better to look at trailing multiples of NIFTY P/B. Last week’s low of 1.8x trailing PB for Nifty is near 18-year lows and the same as the low of 2008 market crash due to Global Financial Crisis. Only the Sep-01 low of 1.7x Nifty trailing P/B was lower than this in the last 20 years. This indicates the levels of fear and temporary destruction in earnings. However, this does not mean earnings will be permanently impaired or P/B will remain this low for the Nifty index. These will recover once normalcy returns as we have seen in the past. So, we believe this is an opportune time to keep nibbling into equities at every fall.

  • 5


    Looking beyond past performance

    The search for a well-performing fund has to go beyond the evaluation of past performance, says Arnav Pandya. [...]

  • 23


    ELSS vs Public Provident Fund (PPF)

    In our last article we covered Equity Linked Saving Scheme (ELSS) and it features, in the current article we will discuss Public Provident Fund (PPF) in comparison to ELSS. [...]

Offer Combines

  • Personal Adviser

    Assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as meeting education expenses and saving for retirement through investments.

  • Risk Analysis

    We undertake Risk analysis which include risk assessment, risk characterization, risk communication, risk management, and policy relating to risk, in the context of risks concern to individuals. 
    A useful construct is to divide risk analysis into two components:
    (1) risk assessment (identifying, evaluating, and measuring the probability and severity of risks) and
    (2) risk management (deciding what to do about risks).
    where risk analysis is the component that seeks to identify and measure the risks and risk mitigation is determining what to do about the risks.

  • Funds Protection

    We provide type of fund that guarantees an investor at least the initial investment, plus any capital gains, if it is held for the contractual term. The idea behind this type of fund is that you will be exposed to market returns because the fund is able to invest in the stock market, but you will have the safety of the guaranteed principal.

  • Online Services

    We provide complete online services like access your portfolio online along with options to purchase, redeem and switch.

Questions and Answers

    • Want to better manage your finances, but aren't sure where to start
    • Don't have time to do your own financial planning
    • Want a professional opinion
    • Don't have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
    • Have an immediate need or unexpected life event
  • Safety of capital is based on the financial products you choose to invest , financial assets like FD's and Got Bond provides investor with capital safety .
  • Yes investors are free to opt out any time with approved consent from us .
  • Risk includes the possibility of losing some or all of the original investment. Different versions of risk are usually measured by calculating the standard deviation of the historical returns or average returns of a specific investment. A high standard deviation indicates a high degree of risk.

Contact Us

  • Wealthwise
    (WW Financial Distribution Pvt Ltd.)

    The Zone mall Shop No G40 Chandavarkar Lane

    Opp Indian bank Borivali West,


  • Phone:+91 9867380906

  • Email: service@wealthwisesolutions.in