FAQs

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Trek2wealth is a financial advisory company. Trek2wealth is engaged in distribution of Mutual Funds, Life & Health Insurance.
Whether you are an individual, corporate or a professional, we understand your needs & can help you get there faster.

At Trek2wealth, we do a lot more than merely helping you invest. Our endeavour is to help individuals manage their finances well, weather any unfortunate bumps & expand their wealth through long-term financial planning.
We identify your short-term & long-term goals, risk-taking ability, examine resources and accordingly we develop a macro blueprint & advise investments which has a fit to it.

Our methodology helps you do lot more than just invest, it aids you in staying financially on track throughout many stages of life.
We cater to Resident Indians, NRIs, PIOs & Corporates.
Mutual Fund investments can be made online through our portal & apps. Physical transactions can also be done.
You can redeem your investments both through online & physical mode.
Any such event will have no consequence on your investments as Trek2wealth is merely a distributor. Your investments will continue to be managed by asset management firms your funds are invested in.
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