We Plan, You Achieve
Who Are We ?Testimonials

Year Old Company

Years of Team Experience

Clients across the World

About Us

WUDSTREET provides mutual fund distribution services to individuals, families & small and medium enterprises (SMEs).

Founded in 2009, we have 10+ years of experience in carefully curating mutual funds based on our client needs, risk appetites, and time horizons.

We provide a wide variety of customized combinations of mutual funds covering Equity, Debt, Hybrid, and Gold funds, from across 40 mutual fund houses.

We offer a complete suite of both online and offline services to select, transact, and track all mutual funds.

We are happy to serve 500+ families across the world.

Our Approach

We believe in RETURN OF CAPITAL rather than RETURN ON CAPITAL; we prioritize RISK ASSESSMENT over returns generation.

As part of our process, we evaluate the pedigree of the fund house, their philosophy, and investment process. We focus more on the fund product design and matching your needs than chasing returns. Our choices are driven more by value than brand image.

We believe that MFs are truly an instrument of diversification, and so we suggest choosing the optimum number of funds across asset classes to build your portfolio.

We follow a slow-and-steady approach in ensuring that your savings are invested in the appropriate funds.

Our curated list for 2020

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Debt

Axis Treasury Advantage

IDFC Bond Short Term Plan

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Equity

DSP Quant

Mirae Asset Emerging Bluechip

Parag-Parikh Long Term Equity

R

Hybrid

Kotak Asset Allocator (Asset allocation)

R

Gold

SBI Gold

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Global

PGIM India Global Opportunities

Brokerage Disclosures

We earn 0.1% to 1.0 % p.a. commission from mutual fund companies for distributing their products depending on the nature of the scheme.

Our approach always has been to choose funds with optimum expense ratios based on the value they provide. Our philosophy is founded on building trust with our clients through transparency. Our business is organized solely on the alignment of your interests and ours; we are focused on inclusive growth.

Who Are We ?

Ravi Kumar Achar

Director & Promoter

Ravi Kumar Achar is a Certified Financial Planner (CFPCM ) approved by Financial Standards Board India (FPSB). He holds a PGDBM In Finance & Marketing and is Director & Promoter of WNU Investment Services Pvt. Ltd. He has an experience of 16 years in the financial services industry.

Uma Ravi Kumar

Director

Uma Ravi Kumar is Director, WNU Investment Services Pvt. Ltd., with experience of 5+ years in the financial services industry.

Swapna P Shinde

Client Relationships

Swapna P Shinde has been handling client relationships for more than 9 years. She holds a degree in commerce.

Sunil H K

Transaction Services

Sunil H K handles the transaction services of WNU. He has an experience of 7 years in the mutual fund industry.

Hear from our Clients

Testimonials

Ravi has been managing my finances for more than 5 years now. He keeps track of the financial markets and provides good insight and recommendations for investing. His experience has helped me to invest in the right funds with minimal risk. I strongly recommend him if you want a sound financial advisor who also listens to you.

Rajaram Srinivas

DGM Product Management at Amphenol ICC

I have known Ravi since 2003 when he started advising me on Investment Planning. In the 13 years since then, I have seen him transform from someone who helped me in managing my Mutual Fund portfolio to a very trustworthy and dependable Financial Advisor. To give him credit for the Financial security that my family and I enjoy today will not be an exaggeration. One of the key qualities I like in him is his ability to fully understand the requirements of the clients and help them in planning their investments. He keeps himself updated of developments in his field and so is able to provide appropriate solutions keeping in mind the customer’s changing requirements as well as the financial market conditions. I am very happy to have him as a close confidant as well as a Professional Financial Advisor. I wish him all the very best in his future endeavours.

Suresh Balasubramanian

Chartered Risk Insurance Manager

Ravi is one of the most updated Financial Consultant. He has a deep insight of the market and provides solutions based on his experience and the market conditions. The best part is he tailors the investments based on our requirements and also suggests good propositions, which have benifited us. His clarity in thought, His personal touch with Clients and His Pleasant personality does all the Marketing for him. We are glad to have such a Friend/Advisor for us.

Suresh Anandasayanam

Service delivery and Operations Management Professional

Your Feedback Matters

Refer Us

We are proud to call ourselves a word-of-mouth organization.

Our clients come to us based only on referrals. It is their feedback & continuing trust that has helped us grow slowly & steadily. If our discretion and trustworthiness have helped you grow, do refer your friends to us.

Also feel free to tell us how we can do better; every little thing you say matters.