About Greenbar Wealth

ABOUT US

Investing made simple, disciplined and personal

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

₹Cr+

Assests Managed

+

Active SIPs

Services

Build wealth through planning, not trends

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.

  • Goal-based planning
  • Disciplined SIPs
  • Lump-sum investing
  • Portfolio reviews
View all Services

We start with the goal, then work back to the monthly investment, asset mix and time horizon that goal needs.

A track record built with families since 2017

10+

Years of Experience

60+

Active SIPs

₹25 Cr+

Assets Managed