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About Us

We Are in the Business of Trust

At Wincap Wealth, we believe wealth is not just about money — it is about the life you want to live, the dreams you want to fulfil, and the legacy you want to leave behind.

As a mutual fund distributor, our purpose is simple: to be the most trusted partner in your financial journey — not just for today, but for decades to come.

WHO WE ARE

Wincap Wealth

Wincap Wealth is a dedicated mutual fund distribution firm built on a foundation of transparency, integrity, and genuine client-first thinking.

We are not here to sell you a product. We are here to understand your life — your goals, your timelines, your concerns — and build a financial plan that works quietly and consistently in the background, while you focus on living.

Every recommendation we make is driven by one question: Is this right for this client?
WHAT WE OFFER

Services Offered

Long Term Wealth Creation

Goal Based Investing

Retirement Planning

Child's Future Planning

Managing Credit Card Portfolio

Tax Planning

Estate Planning

Preparation of WILL

INVESTMENT PRODUCTS

Products Offered

SIP (Systematic Investment Plan)

Mutual Fund

SIF (Specialised Investment Fund)

Corporate Fixed Deposit

PMS (Portfolio Management Services)

AIF (Alternate Investment Fund)

LAS (Loan Against Mutual Fund/Securities)

Health Insurance

Life Insurance

Tax Planning

Physical Shares to Demat Conversion

WHY CLIENTS TRUST US

Why Clients Trust Us

We explain everything in plain language — no jargon, no confusion.

We are always accessible — a call, a message, or a meeting, whenever you need us.

We have no hidden agenda — our only goal is your financial wellbeing.

We have helped families across different life stages build lasting wealth through disciplined, patient investing.

GOAL BASED PLANNING

Financial Planning For Every Important Goal

Wealth Creation

Dream Home Planning

Child Education

Retirement Life

OUR PROMISE TO YOU

Trust Built On Commitment

We will never rush you into a decision. We will never recommend something we would not choose ourselves. And we will always be honest with you — even when the truth is not what the market wants to hear.

When you choose Wincap Wealth, you are not just getting a distributor. You are getting a partner who is invested in your future as much as you are.

Your wealth.
Our commitment.
Always.

OUR TEAM

Meet Our Leadership

Meet Prateek Mittal

Founder & Wealth Consultant

Prateek Mittal is a Certified Financial Planner (CFP) and an MBA from NMIMS (Narsee Monjee Institute of Management Studies), with over 14 years of experience in wealth management, bringing together deep financial expertise, client-first thinking, and a genuine passion for helping people build lasting wealth.

Over the course of his career, Prateek spent a decade at ICICI Bank, one of India's most respected financial institutions, where he served as Regional Head and Investment Specialist. In this role, he worked closely with some of the bank's most discerning clients — managing complex portfolios, structuring investment strategies, and delivering personalised wealth solutions at the highest level.

Having spent years exclusively advising HNI and Super HNI clients, Prateek brings an institutional depth of knowledge to every client relationship — the kind of insight that was once available only to the ultra-wealthy, now accessible to every family that walks through the doors of Wincap Wealth.

His philosophy is simple: wealth management is not about chasing returns — it is about building a plan you can trust, and staying the course through every market cycle.

Today, through Wincap Wealth, Prateek channels everything he has learned across 14 years and thousands of client conversations into one focused mission — helping individuals and families grow, protect, and preserve their wealth with clarity and confidence.

CFP® | 14 Years in Wealth Management | Ex-ICICI Bank — Regional Head & Investment Specialist

Meet Shruti Goyal

Co-Founder & Head of Operations

Shruti Goyal is an M.Tech graduate from the prestigious NIT Surathkal (National Institute of Technology Karnataka), one of India's top engineering institutions, with over 10 years of experience in the technology industry.

At Wincap Wealth, Shruti brings a rare and powerful combination to the table — technical precision meets financial services. As Co-Founder and Head of Operations, she is the backbone of how Wincap Wealth functions — ensuring that every client interaction, every process, and every system runs seamlessly and efficiently.

Her decade-long career in tech has equipped her with a strong analytical mindset, a structured approach to problem-solving, and a relentless focus on building systems that scale. At Wincap Wealth, she applies this expertise to create an operations framework that is smooth, transparent, and always client-centric.

Shruti believes that great wealth management is not just about the right advice — it is equally about flawless execution, reliable processes, and a client experience that inspires confidence at every step.

Together with Prateek, she is building Wincap Wealth into a firm where clients not only receive expert financial guidance but also experience the kind of service excellence they deserve.

M.Tech — NIT Surathkal | 10+ Years in Technology | Co-Founder & Head of Operations, Wincap Wealth