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CORPORATE INFO
Get personalised guidance from an experienced mutual fund distributor
At Woodpecker Wealth, we are a team of passionate and experienced professionals dedicated to helping individuals and families achieve their financial goals. Our boutique wealth management firm is built on a foundation of trust, expertise, and personalized service.
Our Story
Founded on the principles of integrity, transparency, and excellence, Woodpecker Wealth was established to provide a unique and tailored approach to wealth management. Our team of experts has years of experience in the financial industry, with a deep understanding of the complexities and opportunities of the market.
Our Mission
Our mission is to empower our clients to achieve financial freedom and security, by providing expert guidance, innovative solutions, and exceptional service. We believe that every individual and family deserves a personalized approach to wealth management, one that takes into account their unique goals, values, and aspirations.
Our Values
At Woodpecker Wealth, we are guided by a set of core values that shape our approach to wealth management:
- INTEGRITY: In wealth management, trust is everything. We act with honesty, transparency, and accountability to protect and grow our clients’ assets. Integrity guides every recommendation, decision, and relationship
- SPEED: Timely action is key to seizing financial opportunities. We move with purpose and efficiency—delivering swift, informed decisions without compromising diligence or care
- ACCURACY: Precision is critical when managing wealth. We deliver accurate insights, calculations, and reporting—because even the smallest detail can make a big difference
- COMMITMENT: We are dedicated to guiding you with clarity, integrity, and purpose. Grounded in our core values, we deliver thoughtful wealth strategies designed to protect and grow what matters most — your future. Every relationship is built on trust, and we honor that trust through consistent, client-first service.
- PASSION: We’re driven by a genuine passion for helping clients achieve financial clarity and lasting success. Every strategy we craft reflects our deep commitment to your goals, your values, and your future. We don’t just manage wealth — we help you make it meaningful.
Our Team
Our team of experienced professionals is dedicated to providing exceptional service and expertise to our clients. With a deep understanding of the financial industry and a passion for helping others, our team is committed to helping you achieve your financial goals.
Why Choose Woodpecker Wealth?
By choosing Woodpecker Wealth, you can expect:
- Personalized service: We take the time to understand your unique goals, values, and aspirations, providing tailored solutions to meet your needs.
- Expert guidance: Our team of experienced professionals has the expertise and knowledge to provide innovative and effective solutions.
- Innovative solutions: We leverage the latest technology, research, and trends to provide our clients with cutting-edge opportunities and solutions.
- Exceptional service: We are committed to providing exceptional service, ensuring that our clients feel supported and valued every step of the way.
Who We Are
At Woodpecker Wealth Private Limited, we are more than wealth managers — we are trusted partners in your financial journey. As a private wealth management firm, we specialize in delivering personalized strategies that preserve, grow, and transition wealth across generations.
Our team brings decades of experience, combining deep financial expertise with a commitment to integrity, discretion, and long-term relationships. We understand that wealth is personal — it reflects your values, your legacy, and your vision for the future. That’s why we take the time to understand your unique goals, family dynamics, and financial complexities.
Whether you are an entrepreneur, executive, or multigenerational household, we provide tailored investment management, estate and tax planning coordination, and strategic guidance that evolves with you.
At Woodpecker Wealth Private Limited, we don’t just manage assets. We help you build a legacy with confidence and clarity.
Our team brings decades of experience, combining deep financial expertise with a commitment to integrity, discretion, and long-term relationships. We understand that wealth is personal — it reflects your values, your legacy, and your vision for the future. That’s why we take the time to understand your unique goals, family dynamics, and financial complexities.
Whether you are an entrepreneur, executive, or multigenerational household, we provide tailored investment management, estate and tax planning coordination, and strategic guidance that evolves with you.
At Woodpecker Wealth Private Limited, we don’t just manage assets. We help you build a legacy with confidence and clarity.
Expertise in Long-Term Wealth Creation
We specialize in crafting personalized wealth multiplier growth paths, leveraging innovative investment strategies, asset allocation mechanisms, and cutting-edge technology. Our expertise lies in creating long-term wealth across various asset classes, catering to the unique needs of:
- Affluent individuals and senior corporate managers: We help you build substantial wealth and create a reliable secondary source of income, ensuring a secure financial future.
- Entrepreneurs and businesses: Our comprehensive investment life cycle solutions support your growth ambitions, from inception to maturity.
- New investors: We provide guidance and support to help you navigate the investment landscape, making informed decisions to achieve your financial objectives.
Comprehensive Portfolio Health Analysis
Our Investment Products
Trusted by Over 1000+ Investors
OUR PRODUCTS
Mutual Fund
Exchange-Traded Funds (ETFs)
Portfolio Management Service (PMS)
Fixed Deposits
Will Writing
Equity
Insurance (Life & General)
Bonds
Loan Against Mutual Funds
OUR SERVICES
1
Financial Assessment
Take the first step toward your financial future with our comprehensive assessment. We evaluate your current situation, goals, and risk preferences to create a personalized wealth strategy that aligns with your unique needs. Clear, confident, and tailored just for you.
2
Child Future Assessment
Plan today for your child’s tomorrow. Our Child Future Assessment helps you evaluate educational, financial, and life goals to create a financial roadmap that secures your child’s future with confidence and care
3
Retirement Assessment
Prepare for the retirement you deserve. Our Retirement Assessment reviews your current savings, lifestyle goals, and risk tolerance to build a personalized multiplier growth path that helps ensure financial security and peace of mind for your golden years.
4
Risk Assessment
Understand your comfort with risk to build a financial strategy that aligns with your goals. Our Risk Assessment evaluates your tolerance and helps balance growth potential with protection for a confident investment approach
5
Will Writing
Protect your legacy and provide peace of mind with a clear, legally sound will. Our will writing service guides you through the process, ensuring your wishes are honoured and your loved ones are cared for.
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SATISFIED CLIENTS
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LACS AUM
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AWARDS WIN
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YEARS OF EXPERIENCE
ANY KIND OF FINANCE
FINANCIAL GUIDANCE HELP!
At Our Firm, our mission is to provide our clients with comprehensive, competent, and customised solutions in financial assessment and wealth accumulation areas. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
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Woodpecker Wealth Pvt ltd
Office Address:
102, Eco Tower, Govindji Shroff Marg,
Opp Patel Petrol Pump,
Goregaon W, Mumbai 400104