PGK Wealth helps successful professionals and business families turn income into lasting wealth — through disciplined saving, patient compounding and goal-based investing.
17+ years of guiding investors · 900+ investor families · 4.7★ on Google
Not tips. Not timing. A sequence — followed with discipline, year after year.
Start with a written Family Financial Blueprint — every rupee on purpose.
Pay your future first. A deliberate surplus, every single month.
Put savings to work in the right assets, mapped to real goals.
Give money time. The last 5 years earn more than the first 15.
Review yearly, rebalance, stay invested through the noise.
Children educated, home bought, retirement funded — on schedule.
One SIP. Two starting dates. The gap is not luck — it's compounding.
Same monthly amount. Same returns. Only the starting date differs.
*Illustration at an assumed 12% p.a. return, for understanding compounding only. Mutual fund returns are market-linked and not guaranteed.
Before choosing any fund, we get the mix right — the way an illustrative plan for a 40-year-old family might look.
Illustrative allocation only. Your Blueprint recommends a mix based on your age, goals and existing assets.
Structured, goal-based investing support for professionals, business owners and families in Andheri West, Mumbai and across India.
Disciplined mutual fund investing through India's leading fund houses.
Your goals mapped, priced at future cost, and funded.
Know your number — and the road that gets you there.
Education and marriage goals planned per child.
Investments structured with taxation in mind from day one.
Sensible borrowing that fits your larger plan.
A personalised 12–25 page plan for your family. Not a brochure — a working document that shows exactly where you stand and what to do next.
Every goal with its year, future cost and monthly funding need.
Corpus target, milestone withdrawals, and the cost of delay.
Your current mix versus the allocation your age recommends.
What to start, stop and continue — reviewed with you first.
Prepared after a one-on-one review of your details and assumptions. No obligation to invest.
Fill a simple 10-minute form about your income, goals and existing investments — or message us on WhatsApp and we'll guide you.
We sit with you — at Andheri West or on a call — to verify every assumption before anything is finalised. Your plan, your numbers.
You receive your Family Financial Blueprint, we set up goal-mapped investments — and review progress with you every year.
"What I value most is having my tax and investments under one roof. They started my SIPs with a clear, goal-based plan and review it with me every year."
"I've been a client for almost 12 years — returns, GST and investments. Once they take charge, we just provide the documents and they handle everything."
"A doctor by profession and not financially literate at all — the team explained investments and tax so clearly. Very good teachers for people like me."
Yes — it's free and comes with no obligation. It's a personalised 12–25 page plan covering your goals, retirement, children's education, wealth composition and a clear action plan. We prepare it after reviewing your details with you one-on-one.
We are an AMFI-registered Mutual Fund Distributor (ARN-323806). We don't charge you a separate fee for mutual fund transactions — we earn a commission from the fund house, as disclosed under AMFI regulations. Your planning conversation and Blueprint are free.
Absolutely — that's one of the most common ways families start with us. We map your existing SIPs, funds, FDs, PPF, gold and property against your goals and show you exactly where you stand and what needs adjusting.
SIPs can start small — the right amount depends on your goals, which is exactly what the Blueprint works out. Most families we work with invest between ₹25,000 and ₹1 lakh+ per month across goals, but there's no fixed entry point.
Yes. Our office is in Andheri West, and we work with families across Mumbai and India — including NRIs — through video calls and fully digital onboarding.
Yes. A Systematic Withdrawal Plan (SWP) lets you draw a fixed monthly amount from your mutual fund corpus — a tax-efficient way to create retirement income. Your Blueprint's retirement roadmap includes a milestone-wise SWP withdrawal schedule.
No — and you should be careful of anyone who does. Mutual fund investments are subject to market risks. What we provide is a disciplined, goal-based structure, honest guidance and yearly reviews so your plan stays on track.
WhatsApp is fastest — or call, email, or walk into our Andheri West office.
Your wealth journey starts hereCrystal Plaza, Opp. Infiniti Mall, Link Road, Andheri WestA 602-603, A Wing, Crystal Plaza, Link Road, Opp. Infiniti Mall, Andheri West, Mumbai 400053
Monday – Friday, 10:30 AM – 7:00 PM