About Us

INTRODUCTION

Company Overview

ConfianceCap was incorporated in the year 2014 and at present having more than 200 satisfied clientsacross all major cities of India like Delhi-NCR, Mumbai, Bangalore, Hyderabad, Pune, Chandigarh, Ludhiana, Jalandhar etc. Our basic approach is to first understand the current financial situation of our clients and then preparing a detailed financial plan taking all the financial goals (as discussed and agreed upon by clients) in consideration. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team in support. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, depending on their long-term and short-term goals. We focus on preparing a detailed Financial Plan and calculate client’s Human Life Value to rightly identify the goals and obligations of our clients. Our core purpose is to provide fast track financial solutions, manage client’s risk (both life and non-life), thereby make people enjoy a secured and stress free pre/post retirement life

introduction overview
sanjeev goyal

ABOUT FOUNDER

Sanjeev Goyal

I founded WeCare Solutions in August 2014 after gaining experience of working with leading corporates for 5 years. Before that I have done MBA from International Management Institute, New Delhi, a top ranked B-School in India. I am a dedicated and hardworking professional, believing in making people financially more literate   and  helping them achieve their financial goals. I have got deep understanding of financial planning, retirement planning, portfolio management services and  have a passion towards client delight and strive to work towards client satisfaction.

OUR TIMELINE

Company History

It is pleasure, but because those who do not know how to pursue pleasure rationally encounter consequences that are extremely painful. Nor again is there anyone who loves or pursues or desires to obtain pain of itself.

August 2014
START OF CONFIANCECAP

We started our journey on August 2014 with great passion to make a change in people’s lives.

December 2015
WE NOW HAVE 100 CLIENTS

Meeting, serving more and more clients is trully an exciting and fulfilling experience. Today we have our 100th client! Thank you for trusting us with some of your most important financial decisions!!

March 2016
MF AUA CROSSES 2 CRORES

It was a matter of pride for us that our mutual funds assets under advice crossed 2 crores! A big thank you to all our clients for reposing their trust in us.

March 2017
MF AUA CROSSES 6 CRORES!!!

It was a big matter of pride for us that our mutual funds assets under advice crossed 6 crores! A big thank you to all our clients for reposing their trust in us.

July 2017
NOW WE HAVE 200 CLIENTS!!!

Meeting, serving more and more clients is truly an exciting and fulfilling experience. Today we have 200 clients! Thank you for trusting us with some of your most important financial decisions!!

OUR BENEFITS

Why Us

Why should we be your financial advisor/product distributors ? Below mentioned our core strength will surely help you get this answer.

Client Centric Approach

All our offerings are designed keeping you in mind. Your long-term interests serve as the ‘primary’ influencing factor in our recommendations process.

Rich Product Basket

We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focus on Customer Satisfaction

We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.

Right Experience & Skills

We have rich experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion

Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.