Empowering Your Financial Journey with : CoreWealth
AMFI-Registered Mutual Fund Distributor
Partner with CoreWealth to Build, Protect & Grow Your Wealth through:
- Wealth Creation: Mutual Funds, PMS & SIF for long-term growth.
- Advanced Investments: Diversified AIF & structured fund opportunities.
- Protection Planning: Life & Health Insurance for total security.
Our Approach: The Three Pillars of Financial Planning
At CoreWealth, we believe true financial success is built on a strong foundation of Investment Planning, Insurance Planning, and Retirement Planning. Together, these three pillars ensure stability, growth, and security throughout every stage of life. Our strategy blends discipline with flexibility — helping you build wealth systematically, protect what matters, and enjoy financial freedom in the years ahead.
Pillar 1: Investment Planning
- ✔ Mutual Funds (SIP, STP, SWP, Lumpsum)
- ✔ PMS & Structured Investment Funds (SIF)
- ✔ Alternative Investment Funds (AIF)
Build and grow your wealth through a balanced mix of safety, growth, and advanced investment solutions.
Pillar 2: Insurance Planning
- ✔ Life Insurance for family protection
- ✔ Health Insurance for medical emergencies
- ✔ Asset and Risk Coverage
Safeguard your family, health, and assets with comprehensive protection against life’s uncertainties.
Pillar 3: Retirement Planning
- ✔ Long-term corpus creation
- ✔ Systematic Withdrawal Plans (SWP)
- ✔ Post-retirement income strategies
Ensure a financially independent and stress-free retirement with disciplined planning and steady income.
Way to Begin Investment Journey
Tailored solutions for your financial growth
SIP
Invest small amounts regularly and build long-term wealth through the power of compounding.
Start small, stay consistent — let your investments grow over time.
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STP
Move funds from one scheme to another strategically to balance risk and enhance returns.
Maintain stability while maximizing potential with systematic transfers.
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Lumpsum Investment
Invest a one-time amount for long-term growth and capture market opportunities efficiently.
Grow your wealth with a single, well-timed investment strategy.
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SWP
Enjoy regular income from your investments while keeping your capital working for you.
Generate consistent cash flow for financial stability and peace of mind.
ExploreLife Insurance & Health Insurance – Protect What Matters Most
At Core Wealth, we understand that financial success means little without
security and peace of mind. Our Life Insurance and Health Insurance
solutions are designed to protect your family, your health, and your future.
What sets us apart is not just our expertise, but our empathy — we combine professional guidance
with a deep commitment to service, ensuring you’re supported at every step of your journey.
Whether it’s safeguarding your loved ones through a comprehensive Life Insurance plan,
or shielding yourself from unforeseen medical costs with Health Insurance,
Core Wealth stands with you — ensuring protection, preparedness, and peace of mind.
Life Insurance
- Comprehensive life cover at low cost
- Secures your family’s financial future
- Protects against income loss or death
- Covers debts, EMIs, and obligations
- Supports children’s future goals
- Includes critical illness protection
- Monthly or lump-sum payout
- Guaranteed peace of mind
- Flexible policy terms available
- Tax savings under Sections 80C
Health Insurance
- Covers hospitalization and medical expenses
- Cashless treatment at leading hospitals
- Protects savings from medical inflation
- Coverage for critical illness treatment
- Family floater and senior cover
- Covers maternity and newborn care
- Free annual preventive health check-up
- Earn no-claim bonus yearly
- Large hospital network for claims
- Tax savings under Section 80D
Financial Calculators
At MF Today, our core aim is to serve our clients with dedication and integrity, meet their expectations, and build enduring relationships.
SIP Calculator
It tells you how much wealth you can create by making monthly investment.
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SIP Delay Calculator
This calculator illustrates how much you stand to lose in case you delay the starting.
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Financial Goal Calculator
We guide you to turn your goals into a solid financial plan.
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Check Required Insurance Amount
We ensure your peace of mind through smart insurance planning
Calculate Now →Mutual Fund Scheme Research
Scheme Performance
It tells you how much wealth you can create by making monthly investment
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About Us
Your trusted partner in wealth building and financial growth.
Join 500+ investors achieving their goals
Empowering Financial Futures Since 2013
At Core Wealth, we believe everyone deserves a transparent and growth-focused financial journey. Our mission is to simplify investments and secure your future with clarity, confidence, and personalised strategies.
Our Partners
This is where we are!!!
You can visit us here.