About Us - Creative Wealth | Your Trusted Financial Partner

Fund Category	Returns (5Y)
Large Cap Growth	14.2%
Dynamic Bond Fund	11.8%

Fund Category	Returns (5Y)
Large Cap Growth	14.2%
Dynamic Bond Fund	11.8%

20+

Years of Excellence

Our Story

Your Trusted Financial Partner Since 2005

Founded in 2005, Creative Wealth began with a simple vision: to make quality financial advice accessible to everyone with trust. What started as a small firm in Delhi has grown into a trusted investment financial services firm serving clients across India.

Our founder, having witnessed the struggles of middle-class families in making sound financial decisions, was determined to bridge the gap between complex financial products and everyday investors. We manage over ₹100 crores in assets and have helped more than 1,000 clients achieve their financial goals.

We at Creative Wealth offer a wide range of services to a significant clientele that includes Professionals, High Net-Worth Individuals, Retail Investors and NRI. We have a team of experienced persons from Investment, Insurance, Marketing, Finance & IT background and Certified from NISM, AMFI, IRDA. We provide a single window to our clients to achieve their financial goals in the most reliable and efficient manner. Our wide spectrum product offering not only sets us apart from the rest but helps our clients grow their wealth and plan their future.

We believe that Wealth Creation is not about quick gains but about disciplined, long-term planning. Our approach blends traditional wisdom with modern analytics to deliver consistent results.

1000+

Happy Clients

₹100Cr+

Assets Managed

Jitender Mehto

Founder

"Our mission is to translate complex market data into simple, actionable wealth-building strategies for every family we serve."

My journey in finance began with a realization: that most investors were losing out not due to lack of capital, but lack of direction. Creative Wealth exists to provide that direction, anchored in integrity and backed by relentless research.

Why Choose Us

Why Us

At Creative Wealth, we're committed to helping you achieve your financial goals. We are here to help you keep what’s best for you and your family in mind at all times. Here's why you can trust us:

Personalized Advice

Our expert advisors take the time to understand your unique needs and goals. We'll work closely with you to create a tailored financial plan that suits your requirements.

Expertise Across Products

From investments to insurance, we've got you covered. Our team has extensive knowledge in various financial products, ensuring you get the best possible advice.

Ongoing Support

Your financial journey doesn't end with a single plan. We'll regularly review your portfolio and adjust as needed to ensure you're on track to meet your goals.

Transparent & Unbiased

We're committed to providing clear, unbiased advice that prioritizes your best interests. No hidden agendas, just straightforward guidance to help you succeed.

Long-Term Partnership

We're not just a service provider; we're your partner in financial success. Let's work together to grow, build and protect your wealth.

Our Principles

The values that guide our investment decisions

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Our Vision

To be India's most trusted financial advisory firm, empowering every family to achieve financial independence and security.

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Our Mission

To provide personalized, unbiased financial advice that helps our clients make informed decisions and build lasting wealth.

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Integrity

We always put our clients' interests first, maintaining complete transparency in all our recommendations and transactions.

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Knowledge

We continuously educate ourselves and our clients, staying updated with market trends and regulatory changes.

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Partnership

We view our relationship with clients as a long-term partnership, growing together through every life stage.

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Excellence

We strive for excellence in everything we do, from client service to investment research and portfolio management.

Wealth Intelligence Alerts

Your Future, Our Priority

Discipline Creates Wealth

Master Your Money