Since 2017, Greenbar Wealth has helped 75+ families make sense of mutual funds and invest with confidence. We began by guiding family and friends, and that trust-first, personal approach still shapes everything we do. What started as helping close friends & families has grown into a thriving practice trusted by corporate employees, self-employed professionals, family-owned businesses and entrepreneurs providing excellence in customer services for over 9 years across India.
Greenbar Wealth is an AMFI-registered mutual fund & SIF distributor in Ahmedabad, founded by Raj Thakkar, MBA in Finance. As a sub-distributor of Kotak Securities, we offer products & services from leading fund houses, with a wealth partner who knows your goals. AMFI Registered Mutual Fund Distributor | Mutual Fund Validity: July 27,2026 to July 23, 2029
Assests Managed
Active SIPs
We help investors build wealth through goal-based planning, disciplined SIPs, lump-sum investing and regular portfolio reviews. We don't chase trends or promise returns.
We start with the goal, then work back to the monthly investment, asset mix and time horizon that goal needs.