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WealthBliss
WealthBliss
A Financial Superstore and Investor Education, Advocacy

  • WealthBliss a Financial Superstore

    We are driven by the our mission to simplify and democratize the world of finance by being your knowledgeable and trusted financial partner for life

  • Equity Markets

    Gain a comprehensive insight into equity markets with real-time data of top gainers and losers, recommended stock picks and research reports based on live prices gathered to help you make informed decisions





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Our Vision Mission Values and Strategy

Values    

My value is the quality of always having the same standard, opinions, behavior by equitable, fair & transparent, collaborative, innovative, bias for action, ethical and consistency 


Strategy

My strategy is Your financial goals will help shape your investment strategy.  Investing involves some degree of risk, and your appetite for it will likely guide your investment choices. a  diversified portfolio is a collection of different investments that combine to reduce an investor's overall risk profile. 

Mission                                                                       

I committed to putting my clients at the heart of my business, developing and maintaining long-standing relationships based on trust. I'm the one, committed to delivering the full range of my capabilities, knowledge and resources to meet the needs of my clients.

Vision

My vision revolves around wealth creation through a well-diversified and balanced aggressive portfolio growth, catering to individuals who may be new to the world of financial markets or have limited awareness of its scope. This approach is also designed to accommodate busy individuals, ensuring that their financial goals are pursued effectively.

Why WealthBliss 

Are you the type of person who will read as much as possible about potential investments and ask questions about them? If so, may be you don’t need investment advice. But if you’re busy with your job, your children, or other responsibilities, or feel you don’t know enough about investing on your own, then you may need professional investment advice and you need us. 

*Terms and conditions apply. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Mutual Funds Investments are subject to market risk. Please read the offer and scheme related documents carefully before investing. The securities quoted are exemplary and not recommendatory or actual. Quantities, amounts, figures, graphs, and rates shown/displayed are exemplary and not recommendatory or actual.

Our Offerings



Fixed Income / Wealth Products

  • Corporate Fixed Deposit
  • Bonds
  • NPS
  • NCDs
  • IPO/FPO
  • AIF and PMS

Equity Products

  • Equity
  • Derivatives
  • Commodity

Mutual fund Products

  • SIP
  • Lumpsums
  • ELSS

Insurance

  • Managing the risks that may compromise your financial goals is vital. 
  • We have the complete range of life, health and general insurance products from multiple partners
  • And also help you plan for the golden years of your life by offering retirement products.

Advisory and Management 

My role encompasses assisting you in making well-informed investment decisions. I provide comprehensive financial products with services that involve evaluating all facets of your financial situation. 

My charges and Commissions

In terms of compensation, rest assured that I won't impose any fees for the service I render or a percentage of the assets under my management. Instead, my earnings stem from commissions provided by the companies whose products you choose to purchase. I am committed to complete transparency, providing you with clear insight into the services you'll receive and their associated costs. 



My service policy

Listen: I carefully gather all the details to understand the customer's needs.

Respond: I always respond to emails within 24 hours.

Investigate: I want to know what went wrong to minimize the chances of it happening again.

Non-Discretionary Services: I manage in accordance with the directions of the client. I do not exercise our discretion for the buy or sell decisions. 

We are world renewed - one of the best

I'm a regulatory registered person who helps you to select the funds and identifies the goals and in turn, helps you to create wealth. have empathy with you to understand your requirements, knowledge is very important, and how to really judge is very, very important. Wealth Bliss is one of them in the list of the best financial service provider

What Are Top in The Market

An interesting concept used by this firm is the IEA called Investor Education and Advocacy. Every client is encouraged to contribute to the Indian economy by building a healthy portfolio the A really clever way to create wealth.

My Fiduciary Duty

I consider invertors interest as paramount

I exercise due diligence, Proper care and exercise independent professional judgement

I ensure the investors are treated fairly

I will not recommend any particular scheme or transaction to any investor for incentives

I shall promote a culture of ethics and integrity as to dissuade unfair practices, conflicts, aggressive sales tactics and other inappropriate conduct directed to achieve sales target

I will not make false claim for or participating in wrongful dividend/redemption payouts

I am aware that engaging in unethical practices such as churning, selling unsuitable products to clients, and selling units of mutual fund schemes, whether directly or indirectly, by making false or misleading statements, concealing or omitting material facts of the scheme, or failing to disclose the associated risk factors of the schemes, constitutes misconduct


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My compliance related obligations

I shall adhere to SEBI regulations, 1996 and AMFI pertaining to distributors, selling , distribution, and advertising practices and code of conduct

I shall comply with the norms prescribed by AMFI. I shall be diligent in certifying investor documents and performing IPV for the KYC process in accordance with the guidelines prescribed by AMF/KYC Registration Agency from time to time

I endeavour to fully conversant with the key provisions of the scheme information Document(SID), Statement of Additional Information (SAI) and Key Information Memorandum(KIM)

I shall seek information from clients about their financial status, Investment experience and investment objectives.

I shall maintain confidentiality of all information relating to Investors, and shall not share or publish such information in any private of public forum without prior written consent of the concerned Investor and AMC.

I shall not share or make any disclosure to any third party except pursuant to any filings or disclosures as may be required under applicable law or order of any court or regulatory body.

I shall not share data with group companies for cross marketing

I shall comply with the data sharing principles prescribed by AMFI and the applicable laws on personal data protection.

I adhere to contractual agreements with AMC relating to data privacy to ensure that the data is always protected. Used only for the purpose for which it was obtained and purged as soon as the data is no longer required to be stored for rendering services for which it was collected and stored securely. 


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WealthBliss 

Key Points to Remember

  • Mutual funds and ETFs are not guaranteed or insured by the AMFI or any other government agency—even if you buy through a bank and the fund carries the bank’s name.  You can lose money investing in mutual funds or ETFs.
  • Past performance is not a reliable indicator of future performance, so don’t be dazzled by last year’s high returns.  But past performance can help you assess a fund’s volatility over time.
  • All mutual funds and ETFs have costs that lower your investment returns.  Shop around and compare fees.
Disclaimer 

Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Mutual Funds Investments are subject to market risk. Please read the offer and scheme related documents carefully before investing. NPS is not a Exchange traded product and all disputes related to the distribution activity of NPS will not have access to Exchange investor redressal forum or Arbitration mechanism.

Disclaimer: WealthBliss / Jaguva Ramdas Kannan alias J R Kannan is a financial services intermediary and is engaged as a distributor of financial products & services like Corporate FDs & Bonds, Insurance, MF, NPS,Real Estate services, Loans, NCDs, IPOs, E-Will & E-Tax in strategic distribution partnerships. Customers need to check products & features before investing since the contours of the product rates may change from time to time. Wealthbliss / I refers J R Kannan is not liable for any loss or damage of any kind arising out of investments in these products. Investments in Equity, Currency, Futures & Options are subject to market risk. Clients should read the Risk Disclosure Document issued by SEBI & relevant exchanges & the T&C on www.hdfcsec.com before investing. Global Investing, Digigold, Insurance, Mutual Funds and NPS are not an approved product of the Exchanges and any dispute related to this will not be dealt at Exchange platform. MTF is subject to the provisions of SEBI Circular CIR/MRD/DP/54/2017 dated June 13, 2017 and the terms and conditions mentioned in rights and obligations statement issued by stock exchange members whom I dealing with as AP/Distributor/Agent

Please note by submitting these details
1. You are authorising us to call you even though you may be registered under DNC. We shall Call/SMS you for a period of 12 months.
2. You are opting in to receive Whatsapp communication from us on the above registered mobile number.

​​​YOUR WEALTH CREATION IS OUR GROWTH

How Should Monitor Investments?

Investing makes it possible for your money to work for you. In a sense, your money has become your employee, and that makes you the boss. You’ll want to keep a close watch on how your employee your money is doing.

Some people like to look at the stock quotations every day to see how their investments have done. That’s probably too often. You may get too caught up in the ups and downs of the “trading” value of your investment, and sell when its value goes down temporarily even though the performance of the company is still stellar. Remember, you’re in for the long haul. Some people prefer to see how they’re doing once a year.

That’s probably not often enough. What’s best for you will most likely be somewhere in between, based on your goals and your investments.


Contact Us

Wealth Bliss Investor Education and Advocacy by IEP Development. Dealing Mutual Fund, Insurance, Derivative,  Equity, IPO, NPS, PMS, Fixed Income products & Loans

Working Hours

Weekdays : 8am to 8pm

Weekend : 6am to 9pm

Where are we?

A107, Altis Ashraya Apts

Pandian Nagar, Sriram city road, Next to velammal vidhyalaya school, Mangadu, Chennai- 600122
Phone:044 49524888


PAN Office, 3rd Floor, Roundana, Shanthi Colony, Anna Nagar, Chennai, Tamil Nadu 600040

Phone:+91 98943 80085

Over 30+ Concepts

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