Create Manage wealth with ease and precision

Unlock the path to financial freedom effortlessly with our expert guidance and precision-driven strategies.

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Why Welfin
Differentiator

Unmatched expertise in
Wealth Creation & Management

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Create through Mutual Funds

Utilize a diversified portfolio comprising Equity, Debt, & Liquid funds to build wealth effectively.

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Create through Life Insurance Planning

Leverage a combination of ULIPs & other guaranteed products to generate significant wealth beyond expectations.

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Create through Health Insurance Planning

Accumulate wealth by optimizing health insurance premiums through strategic saving plans.

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Comprehensive Wealth Creation

Maximize wealth: mix equity, debt, liquid funds, ULIPs, guaranteed products, and smart health insurance savings.

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Tax Efficiency

Optimize portfolio for maximum tax benefits.

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Risk Management

Maximize returns while managing portfolio beta(β) for optimal performance.

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Regular Benefits

Enhance portfolio management to maximize adjusted returns, akin to optimizing regular benefits.

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Legacy Planning

Manage your wealth to maintain a very good lifestyle & maintain a legacy for your afterlife.

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Privacy Assurance

Your data is our paramount concern

  • Continuous monitoring
  • Dedicated support
  • Secure payments
  • Transparent communication
D I Y

Create with easy-to-follow instructions

For assistance call +91-9674910293

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KYC registration process for secure and verified identity management in financial interactions.
Know Your Customer

Streamline your financial interactions with our easy KYC Registration process, ensuring secure and verified identity management.

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Effortlessly create your Common Account Number for efficient financial management.
Common Account Number

Effortlessly create your Common Account Number (CAN) for seamless financial operations.

ARN: 127545  |  EUIN: E464086

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Streamline account setup with our AOF creation guide for a quick and hassle-free process.
Account Opening Form

Simplify account setup with our Account Opening Form (AOF) creation guide, making the process quick and hassle-free.

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Commitment

Join thousands of users
on the platform!

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Existence

All-in-One Hub

Check your financial reports

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Easily verify your KYC status and ensure regulatory compliance.
Know Your Customer

Ensure your KYC is up-to-date.

Verify your KYC status hassle-free and stay compliant with regulatory requirements.

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Discover your CIBIL score, assess your creditworthiness, and work towards financial wellness.
CIBIL Score

Your credit health matters.

Get insights into your CIBIL score, understand your creditworthiness, and take steps towards financial wellness.

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Check your income tax return status and track filings and refunds with ease.
IT Return

Status of your income tax return.

Track your filing progress and refunds effortlessly.

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Expecting a tax refund? Track its status here and plan your finances based on the expected timeline.
IT Refund

Waiting for your tax refund?

Keep tabs on its status here. Know when to expect your refund and plan your finances accordingly.

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View your diversified portfolio, monitor performance, and make informed choices to reach your financial goals.
Your Portfolio

Monitor your investments at a glance.

View your diversified portfolio, track performance, and make informed decisions to achieve your financial goals.

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Client reviews

Trust in their words

The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.

Welcon Financials Pvt Ltd aka Welfin is a professionally managed company which really helped me for building and managing my hard earned money since the last 25 years which we never think seriously in our life. Strongly advice . . .

Amitava Santra

Welcon Financials is steered by a team of exceptionally skilled, knowledgeable, and principled professionals, - a rare combination in today's world. My association with Welcon spans several years, marking my entry into the . . .

Soumya Chakraborty

Myself and my wife closely related with Welcon financial pvt Ltd.management for last 20 years. Throughout the guidance of Mr. Taposh and his team we really established a strong financial background and for that we remain grateful to this . . .

Debasish Guha