Wealth Space Services Pvt Ltd a Mutual Fund Distributor based in Bangalore, a trusted partner in navigating the complexities of financial management. For over eight years, we've been dedicated to transforming financial lives through a powerful combination of cutting-edge technology, streamlined processes, and the unwavering commitment of our experienced professionals.

Our team is led by seasoned experts with Certified Financial Planners CFP®, over 20 years of experience in the financial sector. We are passionate about helping our clients navigate the ever-changing financial landscape and make informed decisions. We understand that your financial journey is unique and built our business around you, offering personalized solutions tailored to your specific needs, objectives, and life goals.

At Wealth Space Services, we go beyond traditional financial services. We leverage innovative technology to provide you with a more logical, efficient, and personalized way to invest your money. Our competitive edge lies in our deep industry knowledge, comprehensive product information, and our ability to deliver highly customized offerings.

Our commitment to integrity and client satisfaction drives everything we do. We strive to uphold our values every day, ensuring that you receive the highest level of service and support. We are committed to compliance with all applicable financial regulations.

Bharat Rao
  • A seasoned Certified Financial Planner, with over 20 years of experience, this highly skilled Financial Planner dedicated in servicing clients on investment opportunities and solutions that best suit their personal financial goals based and need based on careful analysis and research.
  • Holds an MBA degree and the prestigious CFP® certification from FPSB India, recognition in more than 27 territories around the world, one among 2800+ Practising CFPs,
  • Possess comprehensive skills in Financial Products, Mutual Funds, Wealth Management, Risk Management and Broking.
  • Focus purely to create financial awareness, understand your financial goals and requirements, execute the same and monitor it timely with an objective of long-term professional relationship along with utmost trust.

Mr. Bharat Rao., CFP®

Director, +91 9880335522
Sumanth S
  • A highly experienced and determined Certified Financial Planner provides strategic financial guidance to discerning clientele.
  • Holds an MBA, PGDHR degree, and the prestigious CFP® certification from FPSB India, recognition in more than 27 territories around the world, one among 2800+ Practising CFPs,
  • Over 20 years of domain expertise in Financial Products, Mutual Funds, Wealth Management, and Broking services.
  • Worked with leading firms such as NJ India Invest and IIFL, this professional is dedicated to providing clients with personalized investment solutions based on thorough analysis and research.
  • Possessing extensive certifications in Investments, Insurance, Stock Broking, Market Research, and Wealth Management, committed to helping clients achieve their financial goals.

Mr. Sumanth S., CFP®

Founder & Director, + 91 9900700311

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