It's not about BUSINESS. It's about TRUST.


In 2019, Wealthbees established a Center at Lucknow, the city of culture and respect. It was established to support the Firm’s Institutional Workforce. This office acts as a centre for the Wealth Management and other Services. Wealthbees is housed at Vibhuti Khand, Gomti Nagar.

As a firm we bring the services at your doorstep as per your convenience, not only in Lucknow but Pan-India. At our office we cater you with our hospitality and a cup of fresh brewed coffee at our Family Lounge.


To be the most competent and reliable source of guidance for you and your finances.

In this day and age, there are multiple avenues to organize and grow your wealth. The younger generation recognises the inherent significance of doing so and is aware of the different steps that can be taken to achieve this.

Our vision for the company is more focused on the generation above who have the money but are not aware of the resources to appropriately deal with them. We aspire to equip them with the tools that can help them manage and expand their wealth.


Our dedication and persistence in what we do is reflected not just in numbers, but also in our people and their progress. The expanding community of WealthBees has been growing with a 100 % growth rate YOY.

We successfully closed the first year with a total AUM of 27 crore, the next year with 56 crore and in third year it is 140 crore.

Impact on Society

Our participation in the financial sector gives us an opportunity to impact the society positively. WealthBees has been successfully conducting investment awareness programmes to spread public consciousness about economic welfare and shall continue to do so in the future. We have also undertaken the initiative to provide individual consultation to marginalised classes and bridge the gap between different financial groups.

India is a young country, with the highest youth population amongst all countries. We realise the potential of the upcoming generation and invest time and resources to train the young minds in finance-related matters that can help build a better and stronger workforce for the country.

About Us

MFD Company Name – Cadence Finserve Private Limited

AMFI            – Registered Mutual Fund Distributor

ARN             – 165724
Intial Registration  – 27/08/2019
Valid Through     – 26/08/2025

Escalation Matrix


+91 7460002810

Fist escalation

+91 9415866404

Second escalation (Anyone)

Ankur Sharma

+91 9889112000

CSP Shukla

+91 9839063116

Abhishek Kumar

+91 9919302444