Plan with Clarity. Grow with Confidence.
Zen-G Wealth helps individuals and families build, protect, and grow their wealth through goal-based financial planning, mutual fund investments, and insurance solutions.
1 Cr+
Assets Under Management
5 L+
Monthly SIP Book
50+
Families Investing
15+
Years Experience
Our AMC Partners
Trusted Fund Houses We Work With
We are empaneled with all major Asset Management Companies in India, giving you access to the widest range of mutual fund schemes.
Insurance Partners
Comprehensive Insurance Coverage
Life Insurance, Health Insurance & Motor Insurance from India's leading insurers.
About Us
Your Trusted Financial Planning Partner
Zen-G Wealth is a trusted financial planning and investment advisory firm committed to helping individuals and families build, protect, and grow their wealth with confidence. We specialise in goal-based financial planning, mutual fund investments, SIP planning, health insurance, term insurance, and equity investments.
Our Approach
At Zen-G Wealth, financial planning is not about selling products -- it's about solving real-life financial problems. We follow a structured and disciplined approach:
- Understand your income, expenses, goals, and responsibilities
- Assess your risk comfort and time horizon
- Recommend suitable investment and insurance solutions
- Review and rebalance periodically
Founder's Note
"Zen-G Wealth was founded with a clear purpose -- to help people make informed financial decisions and protect their families from financial uncertainty. My goal is to guide clients honestly, responsibly, and with a long-term mindset."
-- Satishkumar Kagre
Banking & Insurance Graduate, Sydenham College | Diploma in Financial Services Management, SP Jain Institute
Our Mission & Vision
Our Mission
To empower individuals and families with clear, honest, and disciplined financial guidance, helping them achieve their life goals through smart investments and strong financial protection.
Our Vision
To become a trusted financial partner for families across India by promoting financial awareness, long-term investing, and responsible wealth creation.
Our Core Values
Trust & Transparency
Every recommendation is made with complete transparency and integrity.
Client-First Approach
Your goals and peace of mind always come before products or commissions.
Simplicity
We simplify complex financial concepts so you can take confident decisions.
Discipline & Consistency
True wealth is created through regular investing, patience, and long-term discipline.
Our Services
Products & Solutions We Offer
Each solution is designed to provide financial security today and wealth for tomorrow.
Diversified mutual fund solutions including SIP planning, lumpsum investments, and portfolio management tailored to your goals.
Start InvestingComprehensive health insurance, term insurance, and life insurance solutions to protect you and your family.
Get CoveredAccess specialised investment fund strategies for diversified wealth creation and capital appreciation.
Build a secure retirement corpus through disciplined investing and smart asset allocation strategies.
Secure your child's future education expenses through systematic and goal-based investment planning.
Balanced strategies for long-term wealth creation while safeguarding your capital through diversification.
Insurance Portal
Get Insured in Minutes
Compare, choose, and buy insurance plans online through our secure portal.
Our Process
How We Work
A simple, systematic approach to help you achieve your financial goals with clarity and confidence.
Understand
30-min call to map your goals, income, expenses, risk appetite, and time horizon.
Plan
We recommend a tailored investment and insurance strategy aligned to your life goals.
Implement
Seamless paperless onboarding and execution of your financial plan through trusted platforms.
Review
Periodic check-ins, portfolio rebalancing, and ongoing guidance to keep you on track.
Financial Tools
Plan Your Investments
Use our free financial calculators to plan SIPs, lumpsum investments, SWPs, STPs, and more.
SIP Calculator
Calculate returns on your Systematic Investment Plan with optional top-up.
Open CalculatorTestimonials
What Our Clients Say
Trusted by families and professionals across India for honest financial guidance.
"Zen-G Wealth has been instrumental in helping me plan my finances with clarity. Their goal-based approach and transparent guidance have given me the confidence to invest for the long term."
Sumit Kumar Sharma
International Business Head, SMTP Global Logistics Pvt Ltd
"As a business owner, I needed someone who understands my financial priorities. Satish and Zen-G Wealth simplified everything and helped us protect and grow our family wealth."
Daksh Madan & Family
Owner & Proprietor, Cakes and Bakes, Haridwar
"I started my SIP journey with Zen-G Wealth and it has been a great experience. The guidance is honest, the approach is simple, and I feel financially more secure now."
Sumit Subhash Singh
Sous Chef, Neuma Restaurant, Mumbai
"Satish understands the financial needs of working professionals. He helped me plan my investments and insurance in a way that aligns perfectly with my goals."
Ravi Kagre
Manager Logistics, DHL Mumbai
"The personalized attention and regular portfolio reviews from Zen-G Wealth have made a real difference in my financial journey. Highly recommend their services."
Anil Rajsingh Chandeliya
Manager Billing & Accounts, Ensemble India Fashion Designer Store
"Even as a student, Zen-G Wealth guided me to start investing early. Their simple explanations helped me understand mutual funds and start my first SIP with confidence."
Vansh Bahl
Final Year BSC IT Student, Mumbai University
FAQ
Frequently Asked Questions
Get answers to common questions about mutual fund investments and our advisory services.
Still have questions? We are here to help.
Ready to Start Your Wealth Creation Journey?
Take the first step towards financial freedom. Book a free consultation or start investing today through our secure platform.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Get In Touch
Start Your Financial Journey Today
Reach out for a free consultation and take the first step towards financial clarity.
Fill out the form and we'll get back to you within 24 hours.
Contact Information
Call & WhatsApp
8527633669Office Address
C-401, Chandresh Ashish, Lodha Heritage,
Deslepada, Dombivali East,
Thane, Mumbai - 421201
Why Choose Zen-G Wealth?
- Client-first and goal-oriented advisory approach
- Simple explanations without financial jargon
- Focus on both wealth creation and risk protection
- Transparent and ethical financial guidance
- Long-term relationship with regular portfolio reviews